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Caterpillar

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$31.2M -$2.46M -11,878 -7%
ASRS
177
Arizona State Retirement System
Arizona
$31M -$582K -2,815 -2%
VMPIC
178
Varma Mutual Pension Insurance Co
Finland
$30.9M +$4.13M +20,000 +15%
Group One Trading
179
Group One Trading
Illinois
$30.5M +$12.9M +62,218 +73%
WIC
180
Willis Investment Counsel
Georgia
$30.2M +$1.16M +5,600 +4%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$30.1M +$1.45M +7,031 +5%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$29.9M -$172K -833 -0.6%
AIM
183
ARK Investment Management
Florida
$29.8M -$15.2M -73,664 -34%
USAA
184
United Services Automobile Association
Texas
$29.8M -$170K -821 -0.6%
MHC
185
Meyer Handelman Company
New York
$29.4M +$1.18M +5,700 +4%
GT
186
Glenview Trust
Kentucky
$29.1M +$869K +4,202 +3%
Vontobel Holding
187
Vontobel Holding
Switzerland
$29M +$3.25M +15,791 +13%
Russell Investments Group
188
Russell Investments Group
United Kingdom
$28.9M -$950K -4,600 -3%
AB
189
Amalgamated Bank
New York
$28.6M +$2.24M +10,819 +8%
SOMRS
190
State of Michigan Retirement System
Michigan
$28.2M -$269K -1,300 -0.9%
Squarepoint
191
Squarepoint
New York
$27.7M -$5.95M -28,787 -18%
Creative Planning
192
Creative Planning
Kansas
$27.6M -$479K -2,318 -2%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$27.1M +$521K +2,427 +2%
CWM
194
CIBC World Markets
New York
$26.9M -$18.8M -91,121 -41%
GF
195
Gabelli Funds
New York
$26.6M -$1.03K -5 -0%
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$26.4M +$3.09M +14,972 +13%
SCI
197
S&CO Inc
Massachusetts
$26.4M -$115K -555 -0.4%
UIM
198
USS Investment Management
United Kingdom
$26.2M
DnB Asset Management
199
DnB Asset Management
Norway
$26.1M +$1.04M +5,054 +4%
SMDAM
200
Sumitomo Mitsui DS Asset Management
Japan
$25.9M +$1.12M +5,415 +5%