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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 %
BFS
201
Bradley Foster & Sargent
Connecticut
$17.7M 108,033 -525 -0.5%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$17M 103,816 -7,055 -6%
Millennium Management
203
Millennium Management
New York
$16.7M 101,737 -185,725 -65%
Citadel Advisors
204
Citadel Advisors
Florida
$16.6M 101,393 +61,418 +154%
CG
205
Colony Group
Massachusetts
$16.5M 100,639 -950 -0.9%
PA
206
Paralel Advisors
Colorado
$16.4M 100,000 – –
ABC
207
Associated Banc-Corp
Wisconsin
$16.3M 99,178 -387 -0.4%
CWM
208
Congress Wealth Management
Massachusetts
$16.2M 98,797 +5,032 +5%
Skandinaviska Enskilda Banken (SEB)
209
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.1M 98,189 -1,365 -1%
Comerica Bank
210
Comerica Bank
Texas
$16M 83,393 +1,808 +2%
GT
211
Glenmede Trust
Pennsylvania
$15.9M 96,691 -3,625 -4%
AIM
212
ARK Investment Management
Florida
$15.8M 96,189 -6,940 -7%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$15.8M 95,987 +1,336 +1%
CAN
214
Cetera Advisor Networks
California
$15.7M 95,842 +22,001 +30%
Aviva
215
Aviva
United Kingdom
$15.7M 95,831 -37,692 -28%
X
216
Xponance
Pennsylvania
$15.7M 95,825 +913 +1%
RFC
217
Regions Financial Corp
Alabama
$15.7M 95,768 +1,023 +1%
American Century Companies
218
American Century Companies
Missouri
$15.6M 94,865 +39,222 +70%
URS
219
Utah Retirement Systems
Utah
$15.5M 94,558 -600 -0.6%
AWM
220
AE Wealth Management
Kansas
$15.5M 94,464 +8,933 +10%
CCM
221
Chilton Capital Management
Texas
$15.4M 93,649 -1,996 -2%
ERSOT
222
Employees Retirement System of Texas
Texas
$15.3M 93,000 +1,000 +1%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$15.3M 92,953 +3,700 +4%
LCS
224
Levin Capital Strategies
New York
$15.2M 92,444 +5,945 +7%
II
225
IFM Investors
Australia
$15.1M 92,061 +1,736 +2%
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