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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.97B 48,573,417 -3,768 -0%
State Street
2
State Street
Massachusetts
$6.57B 40,070,278 +291,836 +0.7%
BlackRock
3
BlackRock
New York
$6B 36,549,140 -145,751 -0.4%
Capital World Investors
4
Capital World Investors
California
$4.77B 29,057,808 +1,937,275 +7%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$2.91B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.48B 9,020,681 +131,017 +1%
Gates Foundation Trust
7
Gates Foundation Trust
Washington
$1.21B 7,353,614 – –
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.2B 7,290,448 -212,820 -3%
Northern Trust
9
Northern Trust
Illinois
$1.16B 7,082,538 -100,575 -1%
Morgan Stanley
10
Morgan Stanley
New York
$925M 5,638,943 -511,390 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$893M 5,440,783 +92,360 +2%
Norges Bank
12
Norges Bank
Norway
$784M 4,775,996 +22,403 +0.5%
Bank of America
13
Bank of America
North Carolina
$735M 4,479,335 -228,356 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$712M 4,340,890 -1,905,926 -31%
Amundi
15
Amundi
France
$666M 3,731,540 +601,458 +19%
Legal & General Group
16
Legal & General Group
United Kingdom
$579M 3,530,707 -182,029 -5%
Goldman Sachs
17
Goldman Sachs
New York
$552M 3,365,262 -124,452 -4%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$551M 3,359,966 -22,237 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$545M 3,322,905 -295,109 -8%
Invesco
20
Invesco
Georgia
$535M 3,259,904 +16,932 +0.5%
Primecap Management
21
Primecap Management
California
$479M 2,920,058 -59,935 -2%
Charles Schwab
22
Charles Schwab
California
$450M 2,740,659 +51,079 +2%
AS
23
Altshuler Shaham
Israel
$435M 2,624,672 +836,340 +47%
UBS AM
24
UBS AM
Illinois
$415M 2,531,992 -60,477 -2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$398M 2,427,196 +68,551 +3%
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