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Caterpillar
CAT

Overview Fund Activity

2,388 hedge funds and large institutions have $97.2B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 902 increasing their positions, 898 reducing their positions, and 80 closing their positions.

Holders
2,388
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.08%
Holding in Top 10
74
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+68.18%
% of All Funds
1.18%
New
189
Increased
902
Reduced
898
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$305M
2
Bank of America
2
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$2.52M
2
State Street
2
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89M
4
DZ Bank
4
DZ Bank
Germany
$312M
5
BlackRock
5
BlackRock
New York
$9.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$82.7M -$3M -10,999 -4%
MG
102
Markel Group
Virginia
$81.7M +$1.67M +6,100 +2%
ORIO
103
Old Republic International (ORI)
Illinois
$80.9M -$14.3M -52,500 -15%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$80.1M -$2.97M -10,876 -4%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$80M -$3.44M -12,587 -4%
Truist Financial
106
Truist Financial
North Carolina
$78.8M +$9.26M +33,907 +13%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$78M -$7.03M -25,735 -8%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$76.6M +$4M +14,650 +6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$76.4M +$346K +1,268 +0.5%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$76.2M +$343K +1,257 +0.5%
Canada Life
111
Canada Life
Manitoba, Canada
$75.8M +$4.73M +17,308 +7%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$74.9M -$4.57M -16,732 -6%
M&T Bank
113
M&T Bank
New York
$74.7M -$1.64M -5,991 -2%
Nomura Asset Management
114
Nomura Asset Management
Japan
$74.5M +$2.13M +7,785 +3%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$73.5M +$5.47M +20,035 +8%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$73.4M +$7.57M +27,712 +11%
Bessemer Group
117
Bessemer Group
New Jersey
$73.3M +$1.53M +5,588 +2%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$73.3M -$5.13M -18,795 -7%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$71.7M +$17.4M +63,755 +32%
Swedbank
120
Swedbank
Sweden
$71.5M -$2.12M -7,759 -3%
BGIM
121
Brandywine Global Investment Management
Pennsylvania
$70.7M +$4.97M +18,188 +8%
Allianz Asset Management
122
Allianz Asset Management
Germany
$70M +$18M +65,801 +35%
MSV
123
MN Services Vermogensbeheer
Netherlands
$68.7M +$1.06M +3,900 +2%
SMDAM
124
Sumitomo Mitsui DS Asset Management
Japan
$67.5M +$2.48M +9,066 +4%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$67.3M +$67.3M +246,609 New
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5
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