Who owns Caterpillar?
- Ticker: CAT
- CUSIP Number: 149123101
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Analyze quarterly positions in Caterpillar with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Caterpillar stock
Who bought or sold Caterpillar this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 48M | $14B | 0% | Dec 2023 |
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| State Farm Mutual Automobile Insurance Company | 18M | $5.3B | 100% | Dec 2023 |
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| Fisher Investments | 8.1M | $2.4B | 2% | Dec 2023 |
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| Bill & Melinda Gates Foundation Trust | 7.4M | $2.2B | 0% | Dec 2023 |
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| Norges Bank Investment Management | 5.6M | $1.7B | 100% | Dec 2023 |
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| Bank of America Corporation | 5.0M | $1.5B | -10% | Dec 2023 |
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| Legal & General Group | 3.8M | $1.1B | 30% | Dec 2023 |
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| Bank of New York Mellon | 3.8M | $1.1B | -12% | Dec 2023 |
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| Citadel Advisors | 3.6M | $1.1B | 15% | Dec 2023 |
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| Goldman Sachs Group | 3.5M | $1.0B | -13% | Dec 2023 |
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| Charles Schwab Investment Management | 3.3M | $965M | 19% | Dec 2023 |
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| Amundi | 3.2M | $936M | 11% | Dec 2023 |
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| Dimensional Fund Advisors | 2.8M | $838M | 5% | Dec 2023 |
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| Royal Bank of Canada | 2.7M | $805M | 1% | Dec 2023 |
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| Ubs Global Asset Management Americas | 2.4M | $698M | -1% | Dec 2023 |
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| Wells Fargo & Company | 2.3M | $671M | 31% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.0M | $593M | 20% | Dec 2023 |
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| UBS Group | 2.0M | $583M | 11% | Dec 2023 |
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| PRIMECAP Management Company | 1.8M | $534M | -3% | Dec 2023 |
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| Swiss National Bank | 1.6M | $472M | -4% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 1.5M | $566M | 0% | Mar 2024 |
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| Diamond Hill Capital Management | 1.5M | $454M | 3% | Dec 2023 |
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| Barclays | 1.5M | $437M | 5% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 1.4M | $428M | 29% | Dec 2023 |
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| Hsbc Holdings | 1.4M | $425M | 36% | Dec 2023 |
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| Millennium Management | 1.3M | $394M | 4% | Dec 2023 |
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| CalPERS | 1.2M | $357M | 20% | Dec 2023 |
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| Capital Wealth Planning | 1.2M | $350M | 27495% | Dec 2023 |
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| T. Rowe Price Associates | 1.1M | $333M | -37% | Dec 2023 |
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| Bank Of Montreal | 1.1M | $334M | 4% | Dec 2023 |
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| Credit Suisse | 1.1M | $331M | 1% | Dec 2023 |
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| Lazard Asset Management | 1.1M | $328M | -21% | Dec 2023 |
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| D. E. Shaw & Co | 1.1M | $326M | 8% | Dec 2023 |
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| Jane Street | 1.1M | $320M | 69% | Dec 2023 |
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| Nordea Investment Management Ab | 1.0M | $299M | 19% | Dec 2023 |
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| Rhumbline Advisers | 925k | $274M | -1% | Dec 2023 |
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| Citigroup | 916k | $271M | 7% | Dec 2023 |
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| National Pension Service | 904k | $267M | 2% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 767k | $218M | 4% | Dec 2023 |
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| CI Private Wealth | 744k | $220M | 5% | Dec 2023 |
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| Principal Financial Group | 728k | $215M | 10% | Dec 2023 |
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| Thomas Stevens, CFA" | 713k | $261M | -6% | Mar 2024 |
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| New York State Common Retirement Fund | 707k | $209M | -10% | Dec 2023 |
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| Stifel Financial | 663k | $196M | 3% | Dec 2023 |
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| Us Bancorp | 642k | $190M | -1% | Dec 2023 |
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| Parallax Volatility Advisers | 611k | $181M | -24% | Dec 2023 |
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| Raymond James & Associates | 605k | $222M | -6% | Mar 2024 |
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| Alliancebernstein | 602k | $178M | -3% | Dec 2023 |
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| DekaBank Deutsche Girozentrale | 593k | $176M | 12% | Dec 2023 |
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| Wolverine Trading | 562k | $166M | -9% | Dec 2023 |
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| Neuberger Berman Group | 550k | $163M | -1% | Dec 2023 |
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| Florida State Board of Administration | 549k | $162M | 1% | Dec 2023 |
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| New York State Teachers Retirement System | 541k | $160M | -3% | Dec 2023 |
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| HPM Partners | 507k | $50M | 265% | Dec 2023 |
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| HighTower Advisors | 505k | $150M | 2% | Dec 2023 |
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| Victory Capital Management | 502k | $149M | 140% | Dec 2023 |
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| Fifth Third Bancorp | 502k | $184M | 3% | Mar 2024 |
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| Zacks Investment Management | 501k | $148M | -4% | Dec 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 482k | $143M | 5293% | Dec 2023 |
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| Walleye Trading | 472k | $140M | 31% | Dec 2023 |
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| National Bank Of Canada /fi/ | 465k | $136M | 17% | Dec 2023 |
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| Squarepoint Ops | 457k | $135M | -39% | Dec 2023 |
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| Robeco Investment Management | 456k | $135M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 438k | $129M | -1% | Dec 2023 |
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| Baird Financial | 434k | $128M | -11% | Dec 2023 |
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| PanAgora Asset Management | 423k | $125M | 15% | Dec 2023 |
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| Penserra Capital Management | 402k | $119M | 13964% | Dec 2023 |
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| Franklin Resources | 392k | $116M | 18% | Dec 2023 |
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| Standard Life Aberdeen | 368k | $109M | 32% | Dec 2023 |
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| Pnc Financial Services | 364k | $108M | 1% | Dec 2023 |
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| SG Americas Securities | 351k | $104M | 82% | Dec 2023 |
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| Gts Securities | 350k | $103M | 7% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 348k | $103M | 5% | Dec 2023 |
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| Wintrust Financial Corporation | 345k | $102M | -22% | Dec 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 344k | $102M | 3% | Dec 2023 |
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| Advisor Group Holdings | 338k | $100M | -18% | Dec 2023 |
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| Diam | 326k | $97M | 7% | Dec 2023 |
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| Rockefeller Capital Management | 325k | $96M | 16% | Dec 2023 |
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| Raymond James Financial Services Advisors | 309k | $113M | -5% | Mar 2024 |
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| AQR Capital Management | 307k | $91M | -20% | Dec 2023 |
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| Markel Corporation | 303k | $90M | 1% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 293k | $87M | 0% | Dec 2023 |
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| Chevy Chase Trust Holdings | 292k | $86M | -1% | Dec 2023 |
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| Capstone Investment Advisors | 284k | $84M | 54% | Dec 2023 |
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| Janney Montgomery Scott | 283k | $84M | 1% | Dec 2023 |
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| Retirement Systems of Alabama | 280k | $83M | -2% | Dec 2023 |
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| State of Wisconsin Investment Board | 274k | $81M | 0% | Dec 2023 |
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| Bessemer | 274k | $81M | 2% | Dec 2023 |
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| Nomura Asset Management | 270k | $80M | -1% | Dec 2023 |
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| Ohio Pers | 264k | $78M | -2% | Dec 2023 |
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| Employees Retirement System of Texas | 262k | $78M | 41% | Dec 2023 |
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| M^T Bank Corporation | 262k | $78M | -4% | Dec 2023 |
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| Old Republic International | 262k | $78M | -12% | Dec 2023 |
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| TD Asset Management | 262k | $77M | 10% | Dec 2023 |
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| Natixis Asset Management Advisors | 259k | $0 | -4% | Dec 2023 |
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| Empower Advisory Group | 253k | $75M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 248k | $73M | -14% | Dec 2023 |
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| Brandywine Global Investment Management | 246k | $73M | -5% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 246k | $73M | -19% | Dec 2023 |
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| Sumitomo Mitsui Asset Management Company | 245k | $72M | -1% | Dec 2023 |
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| Mn Services Vermogensbeheer B.V. | 244k | $72M | -3% | Dec 2023 |
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| Bank of Nova Scotia | 240k | $71M | 403% | Dec 2023 |
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| LSV Asset Management | 238k | $70M | 0% | Dec 2023 |
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| Treasurer of the State of North Carolina | 234k | $69M | 0% | Dec 2023 |
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| Two Sigma Advisers | 221k | $65M | 1984% | Dec 2023 |
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| Zurcher Kantonalbank | 217k | $64M | -1% | Dec 2023 |
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| Royal London Asset Management | 214k | $63M | 2% | Dec 2023 |
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| Jennison Associates | 212k | $63M | 108% | Dec 2023 |
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| Mariner Wealth Advisors | 209k | $62M | 7% | Dec 2023 |
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| InterOcean Capital Group | 209k | $62M | 30% | Dec 2023 |
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| Allianz Asset Management | 200k | $59M | -22% | Dec 2023 |
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| Walleye Trading Advisors | 190k | $56M | -16% | Dec 2023 |
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| Aviva | 190k | $56M | 5% | Dec 2023 |
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| Fort Washington Investment Advisors | 190k | $56M | -8% | Dec 2023 |
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| Cambridge Investment Research Advisors | 189k | $69M | 27% | Mar 2024 |
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| Creative Planning | 181k | $53M | 8% | Dec 2023 |
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| Mackenzie Financial | 180k | $53M | -45% | Dec 2023 |
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| Federated Investors | 175k | $52M | 5% | Dec 2023 |
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| Caisse de depot et placement du Quebec | 172k | $51M | 100% | Dec 2023 |
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| Balyasny Asset Management | 172k | $51M | 12% | Dec 2023 |
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| Vontobel Holding | 169k | $50M | 28% | Dec 2023 |
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| Financial Counselors | 169k | $50M | -6% | Dec 2023 |
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| Teacher Retirement System Of Texas | 166k | $49M | -20% | Dec 2023 |
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| Handelsbanken Fonder AB | 163k | $48M | 21% | Dec 2023 |
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| Huntington National Bank | 161k | $48M | -5% | Dec 2023 |
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| Gateway Investment Advisers | 161k | $59M | -4% | Mar 2024 |
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| Hyman Charles D | 161k | $48M | -1% | Dec 2023 |
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| NISA Investment Advisors | 160k | $47M | -1% | Dec 2023 |
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| Tocqueville Asset Management | 158k | $47M | -1% | Dec 2023 |
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| Calamos Advisors | 154k | $46M | -1% | Dec 2023 |
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| American International | 153k | $45M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 151k | $45M | 1% | Dec 2023 |
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| Tudor Investment Corporation | 145k | $43M | -17% | Dec 2023 |
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| Cubist Systematic Strategies | 144k | $43M | -7% | Dec 2023 |
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| Heritage Investors Management Corp. | 144k | $43M | -1% | Dec 2023 |
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| Arizona State Retirement System | 144k | $42M | -2% | Dec 2023 |
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| Tredje AP-fonden | 141k | $42M | 18% | Dec 2023 |
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| MetLife Investment Advisors | 140k | $41M | -2% | Dec 2023 |
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| State Treasurer State Of Michigan | 140k | $51M | 0% | Mar 2024 |
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| Mirae Asset Global Investments | 136k | $40M | 2% | Dec 2023 |
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| Kestra Advisory Services | 135k | $40M | 5% | Dec 2023 |
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| Conning | 134k | $40M | 3% | Dec 2023 |
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| Commerce Bank N A | 133k | $39M | 1% | Dec 2023 |
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| Russell Investments | 133k | $39M | -26% | Dec 2023 |
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| Meyer Handelman | 129k | $47M | -3% | Mar 2024 |
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| Point72 Middle East FZE | 129k | $38M | 90% | Dec 2023 |
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| Manning & Napier Group | 128k | $47M | -9% | Mar 2024 |
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| Meitav Dash Investments | 128k | $38M | 28% | Dec 2023 |
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| Daymark Wealth Partners | 127k | $2.3M | 0% | Dec 2023 |
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| Forsta Ap-fonden | 123k | $36M | 0% | Dec 2023 |
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| William Blair $ Company | 123k | $36M | -2% | Dec 2023 |
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| Daiwa Securities Group | 123k | $36M | -5% | Dec 2023 |
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| Amalgamated Bank | 109k | $40M | -13% | Mar 2024 |
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| Country Trust Bank | 98k | $36M | -35% | Mar 2024 |
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| Wellington Management Company | 82k | $24M | -53% | Dec 2023 |
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| AMF Pensionsforsakring AB | 80k | $29M | -43% | Mar 2024 |
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| Robeco Institutional Asset Management B V | 79k | $121k | -39% | Dec 2023 |
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| Henderson Group | 72k | $21M | -46% | Dec 2023 |
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| United Capital Financial Advisers | 70k | $21M | -54% | Dec 2023 |
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| Private Advisor | 70k | $21M | -96% | Dec 2023 |
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| Nomura Holdings | 67k | $20M | -51% | Dec 2023 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62k | $18M | -95% | Dec 2023 |
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| Laurion Capital Management | 52k | $15M | -74% | Dec 2023 |
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| Man Group | 33k | $9.8M | -92% | Dec 2023 |
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| Assenagon Asset Management | 16k | $4.6M | -88% | Dec 2023 |
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| Schonfeld Strategic Advisors | 1.0k | $306k | -99% | Dec 2023 |
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Who sold out of Caterpillar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Massachusetts Financial Services | Sep 2023 | 536k | $146M |
| Holocene Advisors | Sep 2023 | 321k | $88M |
| Voloridge Investment Management | Sep 2023 | 233k | $64M |
| Atalanta Sosnoff Capital | Sep 2023 | 160k | $44M |