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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 %
FRAF
151
Första AP-fonden
Sweden
$39.9M 166,700 +26,400 +19%
CI
152
Conning Inc
Connecticut
$39.4M 164,918 -35,849 -18%
FMI
153
Factory Mutual Insurance
Massachusetts
$39.1M 163,400 -31,100 -16%
Creative Planning
154
Creative Planning
Kansas
$38.8M 162,135 +12,248 +8%
HIMC
155
Heritage Investors Management Corp
Maryland
$38.7M 161,360 -4,697 -3%
CCMG
156
Clark Capital Management Group
Pennsylvania
$38.6M 161,312 +5,731 +4%
Adage Capital Partners
157
Adage Capital Partners
Massachusetts
$38.6M 161,304 -15,450 -9%
Allianz Asset Management
158
Allianz Asset Management
Germany
$38.4M 160,334 -49,411 -24%
CDH
159
Charles D. Hyman
$38.4M 160,132 -164 -0.1%
RCW
160
Rheos Capital Works
Japan
$38.3M 160,000 +160,000 New
VMPIC
161
Varma Mutual Pension Insurance Co
Finland
$38.1M 159,056 +159,056 New
UB
162
UMB Bank
Missouri
$37.3M 155,673 -8,052 -5%
MIM
163
MetLife Investment Management
New Jersey
$36.9M 153,970 -5,252 -3%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$36.8M 153,678 +43,348 +39%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$36.8M 153,426 +11,953 +8%
AIG
166
American International Group
New York
$36.7M 153,229 -13,538 -8%
MAM
167
Madison Asset Management
Wisconsin
$36.7M 153,199 +65,618 +75%
Federated Hermes
168
Federated Hermes
Pennsylvania
$35.8M 149,233 +145,026 +3,447%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$35.6M 148,721 +141,234 +1,886%
MPMG
170
Minneapolis Portfolio Management Group
Minnesota
$35.5M 148,356 -5,509 -4%
KeyBank National Association
171
KeyBank National Association
Ohio
$35.5M 148,132 -2,919 -2%
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$35.3M 147,347 -172,010 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.6M 144,228 +117,740 +445%
ASRS
174
Arizona State Retirement System
Arizona
$34.5M 143,841 -1,144 -0.8%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$34.4M 143,579 +11,800 +9%
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