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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$39.2M 171,259 +3,751 +2%
Connor, Clark & Lunn Investment Management (CC&L)
152
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38.6M 168,827 +135,041 +400%
GIA
153
Gateway Investment Advisers
Ohio
$38.5M 168,442 -16,636 -9%
Federated Hermes
154
Federated Hermes
Pennsylvania
$38.3M 167,158 +17,925 +12%
FMI
155
Factory Mutual Insurance
Massachusetts
$37.4M 163,400 – –
UCFA
156
United Capital Financial Advisors
Texas
$37.1M 162,041 -9,019 -5%
CDH
157
Charles D. Hyman
$36.8M 160,636 +504 +0.3%
RCW
158
Rheos Capital Works
Japan
$36.6M 160,000 – –
VRS
159
Virginia Retirement Systems
Virginia
$36M 157,312 +71,312 +83%
Creative Planning
160
Creative Planning
Kansas
$36M 157,162 -4,973 -3%
HIMC
161
Heritage Investors Management Corp
Maryland
$35.9M 156,710 -4,650 -3%
CI
162
Conning Inc
Connecticut
$35.8M 156,769 -8,149 -5%
Calamos Advisors
163
Calamos Advisors
Illinois
$35.8M 156,253 -19,528 -11%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$35.7M 156,194 +12,615 +9%
AIG
165
American International Group
New York
$35.2M 153,841 +612 +0.4%
MIM
166
MetLife Investment Management
New Jersey
$34.9M 152,405 -1,565 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.8M 152,081 +7,853 +5%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$34.5M 150,723 +35,624 +31%
American Century Companies
169
American Century Companies
Missouri
$33.9M 149,160 +53,301 +56%
KeyBank National Association
170
KeyBank National Association
Ohio
$33.5M 146,534 -1,598 -1%
MPMG
171
Minneapolis Portfolio Management Group
Minnesota
$33.4M 145,932 -2,424 -2%
MAM
172
Madison Asset Management
Wisconsin
$33.3M 145,362 -7,837 -5%
IG
173
ING Group
Netherlands
$33.2M 145,207 +9,235 +7%
AB
174
Amalgamated Bank
New York
$33.1M 144,659 +3,614 +3%
BBVA
175
Banco Bilbao Vizcaya Argentaria
Spain
$33.1M 145,545 -75,639 -34%
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