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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.7B 48,701,582 +128,165 +0.3%
State Street
2
State Street
Massachusetts
$9.53B 39,778,535 -291,743 -0.7%
BlackRock
3
BlackRock
New York
$8.73B 36,460,690 -88,450 -0.2%
Capital World Investors
4
Capital World Investors
California
$6.97B 29,091,131 +33,323 +0.1%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$4.25B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.18B 9,130,707 +110,026 +1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.77B 7,390,616 +100,168 +1%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$1.76B 7,353,614 – –
Northern Trust
9
Northern Trust
Illinois
$1.68B 6,998,221 -84,317 -1%
Morgan Stanley
10
Morgan Stanley
New York
$1.58B 6,608,165 +969,222 +17%
AWA
11
Arete Wealth Advisors
Illinois
$1.34B 5,607 +1,022 +22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.28B 5,339,743 -101,040 -2%
Norges Bank
13
Norges Bank
Norway
$1.18B 4,905,890 +129,894 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.11B 4,641,805 +300,915 +7%
Bank of America
15
Bank of America
North Carolina
$982M 4,097,903 -381,432 -9%
Amundi
16
Amundi
France
$945M 3,770,964 +39,424 +1%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$845M 3,525,701 +165,735 +5%
Invesco
18
Invesco
Georgia
$779M 3,253,605 -6,299 -0.2%
Legal & General Group
19
Legal & General Group
United Kingdom
$776M 3,238,176 -292,531 -8%
Charles Schwab
20
Charles Schwab
California
$660M 2,754,903 +14,244 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
$648M 2,703,867 -661,395 -20%
Primecap Management
22
Primecap Management
California
$635M 2,649,893 -270,165 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$627M 2,618,833 -704,072 -21%
UBS AM
24
UBS AM
Illinois
$624M 2,606,276 +74,284 +3%
Barclays
25
Barclays
United Kingdom
$535M 2,232,172 +1,254,799 +128%
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