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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 943 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+128
Holders Change %
+5%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
256
Increased
943
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$82.9M 226,293 -19,244 -8%
Canada Life
127
Canada Life
Manitoba, Canada
$80.3M 219,154 +13,257 +6%
Cerity Partners
128
Cerity Partners
New York
$80.2M 219,291 -288,031 -57%
Royal London Asset Management
129
Royal London Asset Management
United Kingdom
$78.6M 214,450 +376 +0.2%
LSV Asset Management
130
LSV Asset Management
Illinois
$77.4M 211,300 -26,900 -11%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$76.9M 209,741 -4,352 -2%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$76.4M 208,561 +21,814 +12%
Mariner
133
Mariner
Kansas
$76.2M 207,993 -1,197 -0.6%
MSV
134
MN Services Vermogensbeheer
Netherlands
$75.4M 205,828 -38,600 -16%
ICG
135
InterOcean Capital Group
Tennessee
$75.2M 205,215 -3,384 -2%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$74.9M 204,407 -19,710 -9%
Creative Planning
137
Creative Planning
Kansas
$74.6M 203,608 +22,995 +13%
ERSOT
138
Employees Retirement System of Texas
Texas
$74.5M 203,200 -59,000 -23%
BG
139
Bollard Group
Massachusetts
$72.4M 197,496 +945 +0.5%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$72M 196,558 +76,010 +63%
OIAM
141
OFI Invest Asset Management
France
$70.9M 208,919 -25,380 -11%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$69.2M 188,801 +39,789 +27%
RG
143
Rathbones Group
United Kingdom
$68M 185,656 +1,758 +1%
AQR Capital Management
144
AQR Capital Management
Connecticut
$67.2M 183,817 -123,274 -40%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$67M 182,838 -29,438 -14%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$67M 188,874 -275,939 -59%
NA
147
NewEdge Advisors
Louisiana
$65.8M 179,639 +5,549 +3%
ORIO
148
Old Republic International (ORI)
Illinois
$64.9M 177,000 -85,000 -32%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$64.3M 175,509 +12,308 +8%
RAM
150
Resona Asset Management
Japan
$64.1M 174,893 +174,893 New
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