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Caterpillar
CAT

Overview Fund Activity

2,557 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 918 increasing their positions, 950 reducing their positions, and 107 closing their positions.

Holders
2,557
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.5%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
Increased
918
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.26B
2
CWP
2
Capital Wealth Planning
Florida
$350M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$178M
4
Charles Schwab
4
Charles Schwab
California
$948M
5
UBS Group
5
UBS Group
Switzerland
$521M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$72.3M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$297K
3
DZ Bank
3
DZ Bank
Germany
$18.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$333M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.3B 48,353,370 +129,216 +0.3%
State Street
2
State Street
Massachusetts
$11.2B 37,722,884 +98,375 +0.3%
BlackRock
3
BlackRock
New York
$9.91B 33,510,465 +308,875 +0.9%
Capital World Investors
4
Capital World Investors
California
$8.58B 29,029,953 +96,479 +0.3%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$5.25B 17,761,276 – –
Morgan Stanley
6
Morgan Stanley
New York
$4.26B 14,399,228 +7,568,379 +111%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.91B 9,872,982 +218,775 +2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$2.41B 8,139,040 +173,108 +2%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$2.17B 7,353,614 – –
Northern Trust
10
Northern Trust
Illinois
$1.97B 6,653,373 -309,436 -4%
Norges Bank
11
Norges Bank
Norway
$1.66B 5,616,260 +220,617 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.63B 5,518,127 -520,080 -9%
Bank of America
13
Bank of America
North Carolina
$1.39B 4,696,180 -460,167 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.12B 3,781,110 -528,496 -12%
Charles Schwab
15
Charles Schwab
California
$948M 3,264,635 +529,420 +19%
Amundi
16
Amundi
France
$936M 3,203,591 +328,117 +11%
Goldman Sachs
17
Goldman Sachs
New York
$920M 3,110,506 -484,479 -13%
Legal & General Group
18
Legal & General Group
United Kingdom
$909M 3,072,982 +125,041 +4%
Invesco
19
Invesco
Georgia
$900M 3,044,540 -21,932 -0.7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$838M 2,833,681 +131,755 +5%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$805M 2,722,274 -203,191 -7%
UBS AM
22
UBS AM
Illinois
$697M 2,358,927 -29,939 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$661M 2,235,057 -288,600 -11%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$593M 2,007,020 +331,327 +20%
Ameriprise
25
Ameriprise
Minnesota
$580M 1,963,604 -109,173 -5%
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