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Caterpillar
CAT

Overview Fund Activity

2,310 hedge funds and large institutions have $87.9B invested in Caterpillar in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 926 increasing their positions, 855 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,310
Holders Change
+43
Holders Change %
+1.9%
% of All Funds
36.43%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.69%
New
174
Increased
926
Reduced
855
Closed
111
Calls
$2.38B
Puts
$2.8B
Net Calls
-$422M
Net Calls Change
+$48.4M

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$506M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$529M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$567M
5
DZ Bank
5
DZ Bank
Germany
$541M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$29.3M
2
BlackRock
2
BlackRock
New York
$8.34B
3
Citigroup
3
Citigroup
New York
$228M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
126
Brandywine Global Investment Management
Pennsylvania
$59.3M -$30.7M -124,796 -34%
SMDAM
127
Sumitomo Mitsui DS Asset Management
Japan
$58.6M +$2.24M +9,105 +4%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$57.4M +$798K +3,244 +1%
Squarepoint
129
Squarepoint
New York
$54.8M +$45.4M +184,708 +486%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$54.1M -$1.88M -7,665 -3%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$53.2M -$9.52M -38,683 -15%
FWIA
132
Fort Washington Investment Advisors
Ohio
$49.5M -$455K -1,850 -0.9%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$49.1M +$3.31M +13,467 +7%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$49M -$68.8M -279,770 -58%
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$48.9M -$7.01M -28,475 -13%
American Century Companies
136
American Century Companies
Missouri
$48.6M +$11.9M +48,508 +33%
Victory Capital Management
137
Victory Capital Management
Texas
$48.5M -$14M -56,765 -22%
BG
138
Bollard Group
Massachusetts
$47.9M +$227K +923 +0.5%
Mariner
139
Mariner
Kansas
$47.7M +$1.41M +5,750 +3%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$47.7M +$1.15M +4,679 +2%
HNB
141
Huntington National Bank
Ohio
$47.4M -$31M -126,000 -40%
Allianz Asset Management
142
Allianz Asset Management
Germany
$46.9M -$105K -425 -0.2%
CTB
143
Country Trust Bank
Illinois
$46.4M +$3.02M +12,267 +7%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$46.1M -$11.5M -46,664 -20%
ERSOT
145
Employees Retirement System of Texas
Texas
$45.8M +$11.8M +48,000 +35%
QP
146
Quilter Plc
United Kingdom
$45.1M -$1.19M -1,198 -3%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$44.9M +$1M +4,080 +2%
FCI
148
Financial Counselors Inc
Kansas
$44M -$531K -2,158 -1%
TAM
149
Tocqueville Asset Management
New York
$43.4M -$1.13M -4,590 -3%
GIA
150
Gateway Investment Advisers
Ohio
$41.4M -$58.6K -238 -0.1%
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