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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$77.8M 324,672 +14,299 +5%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$77.7M 324,125 -20,352 -6%
Canada Life
103
Canada Life
Manitoba, Canada
$76.8M 319,528 -25,655 -7%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.8M 316,482 -1,441 -0.5%
Assenagon Asset Management
105
Assenagon Asset Management
Luxembourg
$75.3M 314,530 +222,840 +243%
HNB
106
Huntington National Bank
Ohio
$75.2M 313,716 +458 +0.1%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$75M 313,026 +22,479 +8%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$74.5M 311,147 -3,281 -1%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$73.5M 306,696 -25,259 -8%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$71M 296,236 -41,281 -12%
Asset Management One
111
Asset Management One
Japan
$70.3M 292,731 -3,555 -1%
Victory Capital Management
112
Victory Capital Management
Texas
$69.8M 291,456 +11,551 +4%
MG
113
Markel Group
Virginia
$68.9M 287,500 – –
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$67.1M 280,243 -7,223 -3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$66.6M 277,864 +9,607 +4%
Swedbank
116
Swedbank
Sweden
$66.5M 277,498 -12,655 -4%
AQR Capital Management
117
AQR Capital Management
Connecticut
$66.1M 276,813 +20,662 +8%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$65.6M 274,003 +245,327 +856%
MSV
119
MN Services Vermogensbeheer
Netherlands
$62M 258,828 -38,600 -13%
Axa
120
Axa
France
$61.9M 280,205 +94,742 +51%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$60.7M 253,228 -17,950 -7%
DZ Bank
122
DZ Bank
Germany
$60.3M 251,715 +228,543 +986%
FWIA
123
Fort Washington Investment Advisors
Ohio
$60.1M 251,061 -14,079 -5%
PAMS
124
Pictet Asset Management (Switzerland)
Switzerland
$60.1M 250,749 -8,916 -3%
Franklin Resources
125
Franklin Resources
California
$57.3M 239,104 +50,180 +27%
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5
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