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Caterpillar
CAT

Overview Fund Activity

2,387 hedge funds and large institutions have $97.2B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 901 increasing their positions, 898 reducing their positions, and 80 closing their positions.

Holders
2,387
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.07%
Holding in Top 10
74
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+68.18%
% of All Funds
1.18%
New
189
Increased
901
Reduced
898
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$305M
2
Bank of America
2
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$2.52M
2
State Street
2
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89M
4
DZ Bank
4
DZ Bank
Germany
$312M
5
BlackRock
5
BlackRock
New York
$9.06B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B 48,224,154 -507,609 -1%
State Street
2
State Street
Massachusetts
$10.3B 37,624,509 -1,370,076 -4%
BlackRock
3
BlackRock
New York
$9.06B 33,201,590 -707,279 -2%
Capital World Investors
4
Capital World Investors
California
$7.9B 28,933,474 +130,412 +0.5%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$4.85B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.63B 9,654,207 +121,962 +1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.17B 7,965,932 +241,626 +3%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$2.01B 7,353,614 – –
Northern Trust
9
Northern Trust
Illinois
$1.9B 6,962,809 +111,384 +2%
Morgan Stanley
10
Morgan Stanley
New York
$1.86B 6,830,849 +47,258 +0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.65B 6,038,207 +781,111 +15%
Norges Bank
12
Norges Bank
Norway
$1.47B 5,395,643 +196,083 +4%
Bank of America
13
Bank of America
North Carolina
$1.41B 5,156,347 +1,051,998 +26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.18B 4,309,606 -431,011 -9%
Goldman Sachs
15
Goldman Sachs
New York
$981M 3,594,985 +11,256 +0.3%
Invesco
16
Invesco
Georgia
$837M 3,066,472 -366,667 -11%
Legal & General Group
17
Legal & General Group
United Kingdom
$805M 2,947,941 -173,007 -6%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$799M 2,925,465 -134,449 -4%
Amundi
19
Amundi
France
$771M 2,875,474 -124,682 -4%
Charles Schwab
20
Charles Schwab
California
$747M 2,735,215 -8,174 -0.3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$738M 2,701,926 +84,455 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$689M 2,523,657 +218,554 +9%
UBS AM
23
UBS AM
Illinois
$652M 2,388,866 -89,044 -4%
Ameriprise
24
Ameriprise
Minnesota
$566M 2,072,777 -76,145 -4%
Capital Research Global Investors
25
Capital Research Global Investors
California
$519M 1,900,237 +87,830 +5%
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