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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FP
176
Foundry Partners
Minnesota
$21.9M 133,257 +925 +0.7%
RG
177
Rathbones Group
United Kingdom
$21.6M 131,890 +9,994 +8%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$21.6M 131,779 -289,880 -69%
DnB Asset Management
179
DnB Asset Management
Norway
$20.7M 126,377 -11,836 -9%
William Blair & Company
180
William Blair & Company
Illinois
$20.5M 124,898 -42,146 -25%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$20.4M 124,272 +26,898 +28%
Walleye Capital
182
Walleye Capital
New York
$20.3M 123,811 +114,861 +1,283%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$20.3M 123,607 -1,488 -1%
GF
184
Gabelli Funds
New York
$20.3M 123,490 -775 -0.6%
TAF
185
Tredje AP-fonden
Sweden
$20.1M 122,293 +26,181 +27%
MML Investors Services
186
MML Investors Services
Massachusetts
$19.9M 121,035 +5,648 +5%
YCM
187
Yousif Capital Management
Michigan
$19.8M 120,705 +2,057 +2%
SCI
188
S&CO Inc
Massachusetts
$19.8M 120,465 +123 +0.1%
WAS
189
Wesleyan Assurance Society
United Kingdom
$19.5M 118,550 – –
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$19.4M 118,016 +31,974 +37%
CB
191
Commerce Bank
Missouri
$19.3M 117,452 -35,237 -23%
FAF
192
Fjarde Ap-fonden
Sweden
$18.9M 105,969 – –
IMPI
193
Ilmarinen Mutual Pension Insurance
Finland
$18.7M 114,000 – –
VDI
194
Vaughan David Investments
Illinois
$18.5M 113,050 +3,894 +4%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$18.3M 110,330 -24,253 -18%
BA
196
Bridgewater Associates
Connecticut
$18.2M 110,621 -125,101 -53%
NPA
197
Nichols & Pratt Advisers
Massachusetts
$18.1M 110,186 -60 -0.1%
EAM
198
Erste Asset Management
Austria
$18M 108,308 -6,848 -6%
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$17.9M 108,956 +8,204 +8%
CI
200
Capital International
California
$17.8M 108,732 +23,106 +27%
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