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Caterpillar
CAT

Overview Fund Activity

2,265 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,265
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
36.26%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
164
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$390M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$172M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$155M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$341M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$48.9M
3
Barclays
3
Barclays
United Kingdom
$216M
4
BlackRock
4
BlackRock
New York
$8.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$73.3M 320,847 +1,319 +0.4%
HNB
102
Huntington National Bank
Ohio
$72.9M 318,606 +4,890 +2%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$72.8M 318,048 -38,335 -11%
Osaic Holdings
104
Osaic Holdings
Arizona
$72.7M 318,271 -6,401 -2%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$71M 310,224 -6,258 -2%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$70.9M 309,799 +3,103 +1%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$70.4M 307,495 -3,652 -1%
Asset Management One
108
Asset Management One
Japan
$68.6M 299,611 +6,880 +2%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$67.7M 295,633 -603 -0.2%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$67.6M 295,472 -32,938 -10%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$66.6M 291,160 -191,814 -40%
MG
112
Markel Group
Virginia
$65.8M 287,500 – –
Franklin Resources
113
Franklin Resources
California
$65.5M 286,297 +47,193 +20%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$65M 283,949 -695,748 -71%
M&T Bank
115
M&T Bank
New York
$64.2M 280,677 +42,042 +18%
Swedbank
116
Swedbank
Sweden
$63.1M 275,631 -1,867 -0.7%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$63.1M 275,625 -2,239 -0.8%
MSV
118
MN Services Vermogensbeheer
Netherlands
$61.3M 267,828 +9,000 +3%
Adage Capital Partners
119
Adage Capital Partners
Massachusetts
$60.5M 264,481 +103,177 +64%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$58.3M 254,833 +1,605 +0.6%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$58.2M 254,666 -25,577 -9%
Victory Capital Management
122
Victory Capital Management
Texas
$58.1M 253,803 -37,653 -13%
PAMS
123
Pictet Asset Management (Switzerland)
Switzerland
$57.7M 252,268 +1,519 +0.6%
Truist Financial
124
Truist Financial
North Carolina
$57.6M 251,659 +19,246 +8%
Nomura Asset Management
125
Nomura Asset Management
Japan
$55.7M 243,279 +6,747 +3%
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5
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