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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 942 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+129
Holders Change %
+5.04%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
257
Increased
942
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.5B 47,866,367 -487,003 -1%
State Street
2
State Street
Massachusetts
$13.7B 37,392,747 -330,137 -0.9%
BlackRock
3
BlackRock
New York
$12.3B 33,534,129 +23,664 +0.1%
Capital World Investors
4
Capital World Investors
California
$10.3B 28,172,698 -857,255 -3%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$6.51B 17,761,276 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.74B 10,219,712 +346,730 +4%
Fisher Asset Management
7
Fisher Asset Management
Washington
$3.06B 8,341,641 +202,601 +2%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$2.69B 7,353,614 – –
Morgan Stanley
9
Morgan Stanley
New York
$2.64B 7,199,684 -7,199,544 -50%
Northern Trust
10
Northern Trust
Illinois
$2.35B 6,418,773 -234,600 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.18B 5,950,009 +431,882 +8%
Norges Bank
12
Norges Bank
Norway
$2.18B 5,942,737 +326,477 +6%
Bank of America
13
Bank of America
North Carolina
$1.7B 4,650,332 -45,848 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.32B 3,614,141 -166,969 -4%
Charles Schwab
15
Charles Schwab
California
$1.18B 3,291,247 +26,612 +0.8%
Goldman Sachs
16
Goldman Sachs
New York
$1.15B 3,142,765 +32,259 +1%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.12B 3,043,928 -29,054 -0.9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.06B 2,904,482 +70,801 +2%
Invesco
19
Invesco
Georgia
$995M 2,714,943 -329,597 -11%
UBS AM
20
UBS AM
Illinois
$942M 2,570,087 +211,160 +9%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$912M 2,490,078 -232,196 -9%
Amundi
22
Amundi
France
$874M 2,440,654 -762,937 -24%
Barclays
23
Barclays
United Kingdom
$846M 2,309,109 +887,581 +62%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$786M 2,145,772 +138,752 +7%
Capital Research Global Investors
25
Capital Research Global Investors
California
$740M 2,020,100 +119,326 +6%
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