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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$57.2M 238,635 +999 +0.4%
Nomura Asset Management
127
Nomura Asset Management
Japan
$56.7M 236,532 +3,249 +1%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$56.2M 234,567 -163 -0.1%
Truist Financial
129
Truist Financial
North Carolina
$55.7M 232,413 +6,662 +3%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$53M 221,184 +139,617 +171%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$52.4M 218,439 +71,691 +49%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$51.1M 213,294 +8,111 +4%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$48.8M 203,590 -17,091 -8%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$48.3M 201,470 +20,483 +11%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$46.6M 194,547 +70,940 +57%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$46.2M 192,827 -371 -0.2%
ATN
137
AMF Tjänstepension
Sweden
$45.7M 190,541 – –
BG
138
Bollard Group
Massachusetts
$45.5M 190,128 -7,460 -4%
Mariner
139
Mariner
Kansas
$45.2M 188,763 +37,899 +25%
FCI
140
Financial Counselors Inc
Kansas
$44.9M 187,389 -876 -0.5%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$44.7M 186,497 -12,400 -6%
CTB
142
Country Trust Bank
Illinois
$44.6M 186,326 -28,008 -13%
GIA
143
Gateway Investment Advisers
Ohio
$44.3M 185,078 -20,591 -10%
TAM
144
Tocqueville Asset Management
New York
$43.8M 182,840 -38,813 -18%
ICG
145
InterOcean Capital Group
Tennessee
$43.5M 181,458 +5,365 +3%
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$43.4M 181,077 -137,898 -43%
Calamos Advisors
147
Calamos Advisors
Illinois
$42.1M 175,781 -31,069 -15%
UCFA
148
United Capital Financial Advisors
Texas
$41M 171,060 +2,925 +2%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$40.1M 167,508 -4,915 -3%
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$40.1M 167,290 +32,422 +24%
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