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Caterpillar

2,802 hedge funds and large institutions have $131B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 243 funds opening new positions, 1,042 increasing their positions, 1,037 reducing their positions, and 91 closing their positions.

Holders
2,802
Holders Change
+122
Holders Change %
+4.55%
% of All Funds
40.54%
Holding in Top 10
80
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+37.93%
% of All Funds
1.16%
New
243
Increased
1,042
Reduced
1,037
Closed
91
Calls
$3.1B
Puts
$3.57B
Net Calls
-$466M
Net Calls Change
-$23.9M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.2B 46,525,174 +46,221 +0.1%
State Street
2
State Street
Massachusetts
$14.2B 36,384,598 -229,521 -0.6%
BlackRock
3
BlackRock
New York
$13.8B 35,411,116 -801,865 -2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$6.94B 17,734,370
Capital World Investors
5
Capital World Investors
California
$6.84B 17,486,258 -1,804,277 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.99B 10,213,455 +67,148 +0.7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$3.5B 8,952,632 +205,012 +2%
Morgan Stanley
8
Morgan Stanley
New York
$2.97B 7,605,522 +326,079 +4%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$2.88B 7,353,614
Northern Trust
10
Northern Trust
Illinois
$2.39B 6,122,853 -239,736 -4%
Bank of America
11
Bank of America
North Carolina
$2.33B 5,965,646 +1,191,587 +25%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.9B 4,853,946 -482,795 -9%
UBS AM
13
UBS AM
Illinois
$1.42B 3,627,513 +64,452 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.28B 3,283,295 -143,030 -4%
Charles Schwab
15
Charles Schwab
California
$1.26B 3,227,378 +8,088 +0.3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.21B 3,098,956 +29,116 +0.9%
Invesco
17
Invesco
Georgia
$1.17B 2,982,191 -212,255 -7%
Goldman Sachs
18
Goldman Sachs
New York
$1.14B 2,916,775 -623,705 -18%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.1B 2,812,854 +634,615 +29%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.07B 2,723,383 -290,222 -10%
Citigroup
21
Citigroup
New York
$1.03B 2,645,989 +1,898,758 +254%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$919M 2,349,615 +38,339 +2%
Ameriprise
23
Ameriprise
Minnesota
$828M 2,117,763 +8,946 +0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$789M 2,016,529 +251,774 +14%
Barclays
25
Barclays
United Kingdom
$733M 1,873,576 +405,627 +28%