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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 942 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+129
Holders Change %
+5.04%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
257
Increased
942
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
101
Nomura Asset Management
Japan
$101M 275,822 +6,008 +2%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$98.5M 268,938 +10,215 +4%
Jennison Associates
103
Jennison Associates
New York
$98.2M 267,888 +55,935 +26%
JAM
104
Jupiter Asset Management
United Kingdom
$97.4M 265,743 +193,307 +267%
Swedbank
105
Swedbank
Sweden
$97M 264,832 +21,774 +9%
Bessemer Group
106
Bessemer Group
New Jersey
$96.4M 262,948 -10,659 -4%
SMDAM
107
Sumitomo Mitsui DS Asset Management
Japan
$95.4M 260,271 +15,517 +6%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$94.9M 258,943 -2,813 -1%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$94.8M 258,670 -24,337 -9%
Empower Advisory Group
110
Empower Advisory Group
Colorado
$93M 253,845 +1,192 +0.5%
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$92.3M 251,846 -8,482 -3%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$92.2M 251,685 +174,330 +225%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$91.2M 248,905 +32,145 +15%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.1M 245,762 -17,920 -7%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$89.1M 243,165 -3,195 -1%
Truist Financial
116
Truist Financial
North Carolina
$87.3M 238,144 -9,948 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$86.9M 237,250 +65,101 +38%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$86.3M 235,468 +1,577 +0.7%
TAF
119
Tredje AP-fonden
Sweden
$86.1M 235,048 +94,500 +67%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$85.7M 233,750 -142,226 -38%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$85.2M 232,400 -108,913 -32%
Aviva
122
Aviva
United Kingdom
$83.7M 228,318 +37,996 +20%
Allianz Asset Management
123
Allianz Asset Management
Germany
$83.3M 227,372 +27,500 +14%
Renaissance Technologies
124
Renaissance Technologies
New York
$83.2M 227,000 -407,200 -64%
M&T Bank
125
M&T Bank
New York
$83M 226,479 -35,548 -14%
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