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Caterpillar
CAT

Overview Fund Activity

2,680 hedge funds and large institutions have $114B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,036 increasing their positions, 990 reducing their positions, and 147 closing their positions.

Holders
2,680
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
38.99%
Holding in Top 10
58
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-37.63%
% of All Funds
0.84%
New
182
Increased
1,036
Reduced
990
Closed
147
Calls
$3.31B
Puts
$3.75B
Net Calls
-$442M
Net Calls Change
+$27.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$12.1B
2
UBS AM
2
UBS AM
Illinois
$1.19B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$270M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$181M
5
Invesco
5
Invesco
Georgia
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.43B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.5B
3
Barclays
3
Barclays
United Kingdom
$489M
4
State Street
4
State Street
Massachusetts
$12.2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
$95.9M 287,856 +60,484 +27%
Millennium Management
102
Millennium Management
New York
$95.9M 287,801 +210,005 +270%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$95.2M 285,582 -6,356 -2%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$92.7M 278,259 +9,321 +3%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$92.5M 277,590 -251,877 -48%
AS
106
Altshuler Shaham
Israel
$91.6M 275,011 +266,969 +3,320%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$91.2M 273,784 -14,890 -5%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$91M 273,199 -7,319 -3%
Swedbank
109
Swedbank
Sweden
$90.1M 270,531 +5,699 +2%
Aviva
110
Aviva
United Kingdom
$90M 270,101 +41,783 +18%
SMDAM
111
Sumitomo Mitsui DS Asset Management
Japan
$89.4M 268,523 +8,252 +3%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$89M 267,304 +18,399 +7%
Pictet Asset Management
113
Pictet Asset Management
Switzerland
$88.9M 266,785 +14,939 +6%
Nomura Asset Management
114
Nomura Asset Management
Japan
$88.8M 266,595 -9,227 -3%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$88.7M 266,168 -13,948 -5%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$88.5M 265,825 +82,987 +45%
Jennison Associates
117
Jennison Associates
New York
$85.9M 257,800 -10,088 -4%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$85.7M 257,160 -1,510 -0.6%
AQR Capital Management
119
AQR Capital Management
Connecticut
$85M 255,605 +71,788 +39%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$84.8M 254,695 -4,248 -2%
Empower Advisory Group
121
Empower Advisory Group
Colorado
$83.5M 250,740 -3,105 -1%
Osaic Holdings
122
Osaic Holdings
Arizona
$82.1M 246,322 -37,749 -13%
Bessemer Group
123
Bessemer Group
New Jersey
$81.3M 244,138 -18,810 -7%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$78.6M 235,859 -15,826 -6%
Skandinaviska Enskilda Banken (SEB)
125
Skandinaviska Enskilda Banken (SEB)
Sweden
$78M 234,112 +37,554 +19%
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5
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