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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 %
FP
201
Foundry Partners
Minnesota
$25.7M -$212K -1,025 -0.8%
FRAF
202
Första AP-fonden
Sweden
$25.1M +$827K +4,000 +3%
MIM
203
MetLife Investment Management
New Jersey
$24.7M -$855K -4,135 -3%
YCM
204
Yousif Capital Management
Michigan
$24.7M +$24.7M +119,507 New
WAS
205
Wesleyan Assurance Society
United Kingdom
$24.3M +$103K +500 +0.4%
SFI
206
Susquehanna Fundamental Investments
Pennsylvania
$24M +$24M +116,200 New
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.9M -$1.07M -5,193 -4%
ADEF
208
Adams Diversified Equity Fund
Maryland
$23.8M
Jennison Associates
209
Jennison Associates
New York
$23.3M -$8.23M -39,785 -26%
Daiwa Securities Group
210
Daiwa Securities Group
Japan
$23.1M +$705K +2,503 +3%
NPA
211
Nichols & Pratt Advisers
Massachusetts
$23M -$163K -787 -0.7%
CIP
212
Chartwell Investment Partners
Pennsylvania
$22.7M +$1.67M +8,101 +8%
GT
213
Glenmede Trust
Pennsylvania
$22.5M -$342K -1,655 -2%
VDI
214
Vaughan David Investments
Illinois
$22.4M -$436K -2,110 -2%
MML Investors Services
215
MML Investors Services
Massachusetts
$22.3M +$2.34M +11,303 +12%
BFS
216
Bradley Foster & Sargent
Connecticut
$22.2M +$503K +2,431 +2%
ST
217
Sabal Trust
Florida
$22.2M +$789K +3,815 +4%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$22.1M -$73.6M -355,774 -77%
ABC
219
Associated Banc-Corp
Wisconsin
$21.5M -$334K -1,615 -2%
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
$21.5M +$21.5M +103,779 New
PA
221
Paralel Advisors
Colorado
$20.7M +$20.7M +100,000 New
X
222
Xponance
Pennsylvania
$20.7M +$1.27M +6,139 +7%
BB
223
Busey Bank
Illinois
$20.6M -$63.5K -307 -0.3%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$20.5M -$5.85M -28,275 -22%
URS
225
Utah Retirement Systems
Utah
$20.3M -$186K -900 -0.9%