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Caterpillar
CAT

Overview Fund Activity

2,163 hedge funds and large institutions have $81.7B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 951 increasing their positions, 709 reducing their positions, and 134 closing their positions.

Holders
2,163
Holders Change
+19
Holders Change %
+0.89%
% of All Funds
34.24%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.63%
New
179
Increased
951
Reduced
709
Closed
134
Calls
$1.88B
Puts
$2.3B
Net Calls
-$422M
Net Calls Change
+$194M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$433M
4
AS
4
Altshuler Shaham
Israel
$299M
5
BlackRock
5
BlackRock
New York
$8.35B

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$1.64B
2
Invesco
2
Invesco
Georgia
$765M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$71.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$69.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7B 48,223,787 +663,885 +1%
State Street
2
State Street
Massachusetts
$9.09B 40,808,438 -24,796 -0.1%
BlackRock
3
BlackRock
New York
$8.35B 37,494,751 +992,608 +3%
Capital World Investors
4
Capital World Investors
California
$4.48B 20,124,623 +6,861,936 +52%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$3.96B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.95B 8,780,113 +160,943 +2%
Northern Trust
7
Northern Trust
Illinois
$1.64B 7,358,260 -75,453 -1%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$1.64B 7,353,614 -2,331,518 -24%
Fisher Asset Management
9
Fisher Asset Management
Washington
$1.62B 7,272,322 +268,133 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.39B 6,237,001 +2,062,751 +49%
Norges Bank
11
Norges Bank
Norway
$1.11B 4,998,236 -337,067 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.03B 4,632,692 -164,944 -3%
Bank of America
13
Bank of America
North Carolina
$1.02B 4,559,880 +484,791 +12%
Morgan Stanley
14
Morgan Stanley
New York
$1,000M 4,486,963 -319,041 -7%
Legal & General Group
15
Legal & General Group
United Kingdom
$844M 3,785,898 +167,225 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$816M 3,659,953 +147,928 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$767M 3,444,080 -61,284 -2%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$765M 3,421,613 +219,700 +7%
Invesco
19
Invesco
Georgia
$765M 3,434,571 -1,429,549 -29%
Capital Research Global Investors
20
Capital Research Global Investors
California
$719M 3,225,963 -1,095 -0%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$714M 3,206,169 +634,210 +25%
Goldman Sachs
22
Goldman Sachs
New York
$713M 3,199,308 +22,721 +0.7%
UBS AM
23
UBS AM
Illinois
$683M 3,067,187 +172,350 +6%
Primecap Management
24
Primecap Management
California
$668M 2,998,708 -379,200 -11%
Charles Schwab
25
Charles Schwab
California
$601M 2,697,327 +98,914 +4%
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