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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 %
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$63.9M 174,495 -5,865 -3%
IIM
152
INTECH Investment Management
Florida
$59.4M 162,123 +107,170 +195%
FWIA
153
Fort Washington Investment Advisors
Ohio
$59.2M 161,593 -28,347 -15%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$59.1M 161,414 -4,404 -3%
FCI
155
Financial Counselors Inc
Kansas
$59M 161,101 -7,461 -4%
GIA
156
Gateway Investment Advisers
Ohio
$59M 161,006 -6,634 -4%
CDH
157
Charles D. Hyman
$58.8M 160,536 -270 -0.2%
HNB
158
Huntington National Bank
Ohio
$58.1M 158,507 -2,525 -2%
Axa
159
Axa
France
$57.9M 177,111 -60,215 -25%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$56.1M 153,061 -6,608 -4%
TAM
161
Tocqueville Asset Management
New York
$55.7M 152,053 -5,425 -3%
FRAF
162
Första AP-fonden
Sweden
$55.7M 151,900 +28,900 +23%
MML Investors Services
163
MML Investors Services
Massachusetts
$55.3M 151,044 -6,834 -4%
AIG
164
American International Group
New York
$55.3M 150,780 -1,969 -1%
Calamos Advisors
165
Calamos Advisors
Illinois
$55.1M 150,456 -3,783 -2%
KAS
166
Kestra Advisory Services
Texas
$54.5M 148,860 +14,094 +10%
Robeco Institutional Asset Management
167
Robeco Institutional Asset Management
Netherlands
$53.6M 146,389 +25,237 +21%
ASRS
168
Arizona State Retirement System
Arizona
$53.5M 146,090 +2,565 +2%
CII
169
Capital International Inc
California
$53.4M 145,713 +6,207 +4%
Squarepoint
170
Squarepoint
New York
$52.7M 143,858 +90,828 +171%
KeyBank National Association
171
KeyBank National Association
Ohio
$52.1M 142,228 -17 -0%
Federated Hermes
172
Federated Hermes
Pennsylvania
$51.8M 141,408 -34,018 -19%
SOMRS
173
State of Michigan Retirement System
Michigan
$51.1M 139,472 -200 -0.1%
HIMC
174
Heritage Investors Management Corp
Maryland
$50.6M 138,041 -5,911 -4%
CWM
175
CIBC World Markets
New York
$49.9M 136,294 +60,742 +80%
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