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Caterpillar

2,802 hedge funds and large institutions have $131B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 243 funds opening new positions, 1,042 increasing their positions, 1,037 reducing their positions, and 91 closing their positions.

Holders
2,802
Holders Change
+122
Holders Change %
+4.55%
% of All Funds
40.54%
Holding in Top 10
80
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+37.93%
% of All Funds
1.16%
New
243
Increased
1,042
Reduced
1,037
Closed
91
Calls
$3.1B
Puts
$3.57B
Net Calls
-$466M
Net Calls Change
-$23.9M
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$105M 268,723 -16,859 -6%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$104M 266,535 -7,249 -3%
Pictet Asset Management
103
Pictet Asset Management
Switzerland
$104M 266,108 -677 -0.3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$102M 260,764 +3,604 +1%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$102M 259,709 -7,595 -3%
Royal London Asset Management
106
Royal London Asset Management
United Kingdom
$99.9M 255,485 +25,568 +11%
Squarepoint
107
Squarepoint
New York
$99.9M 255,466 -193,505 -43%
ZIG
108
Zurich Insurance Group
Switzerland
$99.9M 255,355 +249,155 +4,019%
Empower Advisory Group
109
Empower Advisory Group
Colorado
$99.2M 253,620 +2,880 +1%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$98.1M 250,888 -3,807 -1%
Jennison Associates
111
Jennison Associates
New York
$96.1M 245,783 -12,017 -5%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$95.3M 243,773 -22,395 -8%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$94.2M 240,827 -164,625 -41%
Osaic Holdings
114
Osaic Holdings
Arizona
$93.9M 239,914 -6,408 -3%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$93.1M 237,994 +2,135 +0.9%
Jane Street
116
Jane Street
New York
$92.9M 237,498 -173,037 -42%
Cerity Partners
117
Cerity Partners
New York
$91.5M 233,874 +21,848 +10%
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$90.5M 231,387 -251,919 -52%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$90.2M 230,507 -47,752 -17%
Creative Planning
120
Creative Planning
Kansas
$89.1M 227,915 +3,772 +2%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$88.9M 227,422 +928 +0.4%
Mariner
122
Mariner
Kansas
$88M 224,953 +9,246 +4%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$87.8M 224,537 -1,714 -0.8%
Truist Financial
124
Truist Financial
North Carolina
$84.3M 215,451 -12,325 -5%
BG
125
Bollard Group
Massachusetts
$84M 214,651 +12,281 +6%