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Caterpillar
CAT

Overview Fund Activity

2,144 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

Holders
2,144
Holders Change
+215
Holders Change %
+11.15%
% of All Funds
33.12%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
340
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.74B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$726M
3
Ameriprise
3
Ameriprise
Minnesota
$487M
4
Invesco
4
Invesco
Georgia
$1.01B
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$91.8M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$348M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$532M
3
BlackRock
3
BlackRock
New York
$7.55B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$57.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$863M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.83B 47,559,902 -294,862 -0.6%
State Street
2
State Street
Massachusetts
$8.44B 40,833,234 +55,641 +0.1%
BlackRock
3
BlackRock
New York
$7.55B 36,502,143 -1,225,416 -3%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$3.67B 17,761,276 – –
Capital World Investors
5
Capital World Investors
California
$2.74B 13,262,687 +1,373,656 +12%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$2B 9,685,132 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.78B 8,619,170 +52,169 +0.6%
Northern Trust
8
Northern Trust
Illinois
$1.54B 7,433,713 -96,424 -1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$1.45B 7,004,189 +168,085 +2%
Norges Bank
10
Norges Bank
Norway
$1.1B 5,335,303 -634 -0%
Invesco
11
Invesco
Georgia
$1.01B 4,864,120 +643,392 +15%
Morgan Stanley
12
Morgan Stanley
New York
$994M 4,806,004 -2,005 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$992M 4,797,636 +9,437 +0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$863M 4,174,250 -848,793 -17%
Bank of America
15
Bank of America
North Carolina
$842M 4,075,089 +63,761 +2%
Legal & General Group
16
Legal & General Group
United Kingdom
$748M 3,618,673 -83,612 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$726M 3,512,025 +776,001 +28%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$725M 3,505,364 -174,941 -5%
Primecap Management
19
Primecap Management
California
$698M 3,377,908 -137,350 -4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$667M 3,227,058 +453 +0%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$662M 3,201,913 -37,945 -1%
Goldman Sachs
22
Goldman Sachs
New York
$657M 3,176,587 +171,412 +6%
UBS AM
23
UBS AM
Illinois
$598M 2,894,837 -113,945 -4%
Amundi
24
Amundi
France
$553M 2,436,946 +256,959 +12%
Charles Schwab
25
Charles Schwab
California
$537M 2,598,413 +52,372 +2%
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