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Caterpillar
CAT

Overview Fund Activity

2,558 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 919 increasing their positions, 950 reducing their positions, and 107 closing their positions.

Holders
2,558
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.51%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
Increased
919
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.26B
2
CWP
2
Capital Wealth Planning
Florida
$350M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$178M
4
Charles Schwab
4
Charles Schwab
California
$948M
5
UBS Group
5
UBS Group
Switzerland
$521M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$72.3M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$297K
3
DZ Bank
3
DZ Bank
Germany
$18.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$333M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
MG
101
Markel Group
Virginia
$89.6M 303,100 +4,000 +1%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$89M 301,056 +38,335 +15%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$86.7M 293,188 – –
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$86.3M 291,753 -1,632 -0.6%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$83.7M 283,007 +3,031 +1%
Retirement Systems of Alabama
106
Retirement Systems of Alabama
Alabama
$82.8M 280,183 -5,538 -2%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$81M 273,834 -379 -0.1%
Bessemer Group
108
Bessemer Group
New Jersey
$80.9M 273,607 +5,008 +2%
Nomura Asset Management
109
Nomura Asset Management
Japan
$79.8M 269,814 -3,175 -1%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$78M 263,682 -4,749 -2%
ERSOT
111
Employees Retirement System of Texas
Texas
$77.5M 262,200 +76,000 +41%
M&T Bank
112
M&T Bank
New York
$77.5M 262,027 -11,445 -4%
ORIO
113
Old Republic International (ORI)
Illinois
$77.5M 262,000 -34,500 -12%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$77.4M 261,756 +22,763 +10%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$77M 260,328 +13,719 +6%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$76.5M 258,723 -10,572 -4%
Empower Advisory Group
117
Empower Advisory Group
Colorado
$74.7M 252,653 +6,072 +2%
Truist Financial
118
Truist Financial
North Carolina
$73.4M 248,092 -40,487 -14%
BGIM
119
Brandywine Global Investment Management
Pennsylvania
$72.8M 246,360 -12,649 -5%
SO
120
STRS Ohio
Ohio
$72.6M 245,537 -57,266 -19%
SMDAM
121
Sumitomo Mitsui DS Asset Management
Japan
$72.4M 244,754 -2,636 -1%
MSV
122
MN Services Vermogensbeheer
Netherlands
$72.3M 244,428 -7,100 -3%
Capital International Investors
123
Capital International Investors
California
$72.3M 244,407 -1,281,185 -84%
Swedbank
124
Swedbank
Sweden
$71.9M 243,058 -18,812 -7%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$71M 240,099 +192,391 +403%
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