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Caterpillar
CAT

Overview Fund Activity

2,680 hedge funds and large institutions have $114B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,036 increasing their positions, 990 reducing their positions, and 147 closing their positions.

Holders
2,680
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
38.99%
Holding in Top 10
58
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-37.63%
% of All Funds
0.84%
New
182
Increased
1,036
Reduced
990
Closed
147
Calls
$3.31B
Puts
$3.75B
Net Calls
-$442M
Net Calls Change
+$27.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$12.1B
2
UBS AM
2
UBS AM
Illinois
$1.19B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$270M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$181M
5
Invesco
5
Invesco
Georgia
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.43B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.5B
3
Barclays
3
Barclays
United Kingdom
$489M
4
State Street
4
State Street
Massachusetts
$12.2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.5B 46,478,953 -1,387,414 -3%
State Street
2
State Street
Massachusetts
$12.2B 36,614,119 -778,628 -2%
BlackRock
3
BlackRock
New York
$12.1B 36,212,981 +2,678,852 +8%
Capital World Investors
4
Capital World Investors
California
$6.43B 19,290,535 -8,882,163 -32%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$5.91B 17,734,370 -26,906 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.37B 10,146,307 -73,405 -0.7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.91B 8,747,620 +405,979 +5%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$2.45B 7,353,614 – –
Morgan Stanley
9
Morgan Stanley
New York
$2.42B 7,279,443 +79,759 +1%
Northern Trust
10
Northern Trust
Illinois
$2.12B 6,362,589 -56,184 -0.9%
Norges Bank
11
Norges Bank
Norway
$1.97B 5,915,124 -27,613 -0.5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.78B 5,336,741 -613,268 -10%
Bank of America
13
Bank of America
North Carolina
$1.59B 4,774,059 +123,727 +3%
UBS AM
14
UBS AM
Illinois
$1.19B 3,563,061 +992,974 +39%
Goldman Sachs
15
Goldman Sachs
New York
$1.18B 3,540,480 +397,715 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.14B 3,426,325 -187,816 -5%
Charles Schwab
17
Charles Schwab
California
$1.07B 3,219,290 -71,957 -2%
Invesco
18
Invesco
Georgia
$1.06B 3,194,446 +479,503 +18%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.02B 3,069,840 +165,358 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$1B 3,013,605 -30,323 -1%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$770M 2,311,276 -178,802 -7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$726M 2,178,239 +32,467 +2%
Amundi
23
Amundi
France
$719M 2,173,984 -266,670 -11%
Ameriprise
24
Ameriprise
Minnesota
$702M 2,108,817 +198,123 +10%
Wells Fargo
25
Wells Fargo
California
$636M 1,910,805 +83,275 +5%
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