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Caterpillar
CAT

Overview Fund Activity

2,266 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,266
Holders Change
-6
Holders Change %
-0.26%
% of All Funds
36.27%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
165
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$390M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$172M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$155M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$341M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$48.9M
3
Barclays
3
Barclays
United Kingdom
$216M
4
BlackRock
4
BlackRock
New York
$8.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401M
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$53.6M 234,133 +30,543 +15%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$53M 231,678 +18,384 +9%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$52.6M 229,952 -4,615 -2%
SMDAM
129
Sumitomo Mitsui DS Asset Management
Japan
$52.5M 229,219 +27,749 +14%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$52M 227,107 +46,030 +25%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$51.9M 228,098 +9,659 +4%
Millennium Management
132
Millennium Management
New York
$50.5M 220,650 +129,748 +143%
Citadel Advisors
133
Citadel Advisors
Florida
$48.9M 213,663 -1,954,301 -90%
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$48.6M 212,301 +63,580 +43%
Jane Street
135
Jane Street
New York
$46.6M 203,611 +143,973 +241%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$46.6M 203,442 -304,226 -60%
FWIA
137
Fort Washington Investment Advisors
Ohio
$46.5M 203,223 -47,838 -19%
QP
138
Quilter Plc
United Kingdom
$46.3M 46,659 +643 +1%
BG
139
Bollard Group
Massachusetts
$44.4M 193,911 +3,783 +2%
Allianz Asset Management
140
Allianz Asset Management
Germany
$43.7M 190,927 +30,593 +19%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$43.3M 189,002 -5,545 -3%
Mariner
142
Mariner
Kansas
$43M 188,073 -690 -0.4%
ATN
143
AMF Tjänstepension
Sweden
$42.9M 187,321 -3,220 -2%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$42.6M 186,174 -6,653 -3%
ICG
145
InterOcean Capital Group
Tennessee
$41.5M 181,319 -139 -0.1%
TAM
146
Tocqueville Asset Management
New York
$41.5M 181,174 -1,666 -0.9%
FCI
147
Financial Counselors Inc
Kansas
$41.4M 180,936 -6,453 -3%
LCM
148
Laurion Capital Management
New York
$40.9M 178,597 +118,716 +198%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$40.8M 178,502 -7,995 -4%
CTB
150
Country Trust Bank
Illinois
$40.3M 176,314 -10,012 -5%
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