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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$41.6M 232,600 -71,161 -23%
FMI
127
Factory Mutual Insurance
Massachusetts
$40.3M 225,200 -25,600 -10%
RHBC
128
R.H. Bluestein & Co
Michigan
$39.5M 221,168 -819 -0.4%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$39.2M 219,389 -28,000 -11%
Truist Financial
130
Truist Financial
North Carolina
$38.4M 214,802 -16,979 -7%
AQR Capital Management
131
AQR Capital Management
Connecticut
$38.2M 215,352 -68,078 -24%
GIA
132
Gateway Investment Advisers
Ohio
$37.8M 211,308 +310 +0.1%
M&T Bank
133
M&T Bank
New York
$37.4M 226,913 +16,548 +8%
ATN
134
AMF Tjänstepension
Sweden
$37.1M 207,069 -152,318 -42%
Allianz Asset Management
135
Allianz Asset Management
Germany
$37M 207,228 -69,507 -25%
Calamos Advisors
136
Calamos Advisors
Illinois
$37M 206,911 +5,540 +3%
CI
137
Conning Inc
Connecticut
$36.8M 206,239 -28,389 -12%
CIM
138
Chiron Investment Management
New York
$36.5M 204,331 +18,708 +10%
IIM
139
INTECH Investment Management
Florida
$36M 201,152 +201,152 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$35.9M 200,834 -6,944 -3%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$35.9M 200,561 +5,045 +3%
BG
142
Bollard Group
Massachusetts
$35.1M 196,560 +3,483 +2%
Franklin Resources
143
Franklin Resources
California
$34.4M 192,198 -8,744 -4%
CTB
144
Country Trust Bank
Illinois
$34.2M 191,135 +2,811 +1%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$33.9M 189,519 +10,726 +6%
FCI
146
Financial Counselors Inc
Kansas
$33.8M 189,312 +2,914 +2%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$33.7M 186,840 +9,188 +5%
Axa
148
Axa
France
$33.5M 194,279 +2,077 +1%
BBVA
149
Banco Bilbao Vizcaya Argentaria
Spain
$33.3M 186,221 +44,819 +32%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$32.4M 181,493 +4,064 +2%
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