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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.68B 48,577,185 +353,398 +0.7%
State Street
2
State Street
Massachusetts
$7.11B 39,778,442 -1,029,996 -3%
BlackRock
3
BlackRock
New York
$6.56B 36,694,891 -799,860 -2%
Capital World Investors
4
Capital World Investors
California
$4.85B 27,120,533 +6,995,910 +35%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$3.18B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.59B 8,889,664 +109,551 +1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.34B 7,503,268 +230,946 +3%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$1.31B 7,353,614 – –
Northern Trust
9
Northern Trust
Illinois
$1.28B 7,183,113 -175,147 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.12B 6,246,816 +9,815 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$1.1B 6,150,333 +1,663,370 +37%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$956M 5,348,423 +715,731 +15%
Norges Bank
13
Norges Bank
Norway
$850M 4,753,593 -244,643 -5%
Bank of America
14
Bank of America
North Carolina
$842M 4,707,691 +147,811 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$664M 3,712,736 -73,162 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$647M 3,618,014 -41,939 -1%
Goldman Sachs
17
Goldman Sachs
New York
$624M 3,489,714 +290,406 +9%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$605M 3,382,203 -39,410 -1%
Invesco
19
Invesco
Georgia
$580M 3,242,972 -191,599 -6%
Primecap Management
20
Primecap Management
California
$533M 2,979,993 -18,715 -0.6%
Amundi
21
Amundi
France
$532M 3,130,082 +422,355 +16%
Capital Research Global Investors
22
Capital Research Global Investors
California
$504M 2,822,191 -403,772 -13%
Charles Schwab
23
Charles Schwab
California
$481M 2,689,580 -7,747 -0.3%
UBS AM
24
UBS AM
Illinois
$463M 2,592,469 -474,718 -15%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$422M 2,358,645 +45,599 +2%
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