CAT icon

Caterpillar
CAT

Overview Fund Activity

2,309 hedge funds and large institutions have $87.9B invested in Caterpillar in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 925 increasing their positions, 855 reducing their positions, and 111 closing their positions.

Holders
2,309
Holders Change
+43
Holders Change %
+1.9%
% of All Funds
36.42%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.69%
New
174
Increased
925
Reduced
855
Closed
111
Calls
$2.38B
Puts
$2.8B
Net Calls
-$422M
Net Calls Change
+$48.4M

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$506M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$529M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$567M
5
DZ Bank
5
DZ Bank
Germany
$541M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$29.3M
2
BlackRock
2
BlackRock
New York
$8.34B
3
Citigroup
3
Citigroup
New York
$228M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
101
Markel Group
Virginia
$72.1M 293,000 +5,500 +2%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$71.6M 290,945 -4,688 -2%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$71.6M 290,907 -253 -0.1%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.7M 287,226 -22,998 -7%
M&T Bank
105
M&T Bank
New York
$68.8M 279,463 -1,214 -0.4%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$68.6M 278,708 +3,083 +1%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$68.5M 278,311 -39,737 -12%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$68.3M 277,687 -70,827 -20%
Swedbank
109
Swedbank
Sweden
$66.3M 269,629 -6,002 -2%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$65.3M 265,847 +34,169 +15%
Nomura Asset Management
111
Nomura Asset Management
Japan
$65.3M 265,204 +21,925 +9%
LSV Asset Management
112
LSV Asset Management
Illinois
$65M 264,000 +221,100 +515%
Bessemer Group
113
Bessemer Group
New Jersey
$64.7M 263,011 -226,599 -46%
Canada Life
114
Canada Life
Manitoba, Canada
$64.3M 260,243 -60,604 -19%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$64.2M 259,375 -152,821 -37%
Truist Financial
116
Truist Financial
North Carolina
$62.7M 254,672 +3,013 +1%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$62.1M 252,557 -42,915 -15%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$61.8M 251,240 -1,028 -0.4%
PI
119
PineBridge Investments
New York
$61.5M 250,103 +230,256 +1,160%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$61.3M 249,260 +45,818 +23%
MSV
121
MN Services Vermogensbeheer
Netherlands
$60.9M 247,628 -20,200 -8%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$60.6M 246,202 -732,761 -75%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$59.7M 242,650 -288,323 -54%
Empower Advisory Group
124
Empower Advisory Group
Colorado
$59.4M 241,212 +234,750 +3,633%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$59.3M 241,118 -13,548 -5%
3 4
5
6 7