Question 1

Which hedge funds and institutional investors hold CAT?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CAT shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CAT whale holdings?

Accepted Answer

Conviction level reflects how significant CAT is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CAT, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CAT?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CAT?

Accepted Answer

QoQ changes for CAT show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	34.9M	$24.7B	0.9%	$2896.4B
Fisher Investments	9.8M	$6.9B	2.3%	$294.9B
Gates Foundation	6.4M	$4.5B	14.2%	$31.7B
Capital World	3.5M	$2.5B	0.3%	$732.9B
Capital Research	3.2M	$2.3B	0.4%	$644.6B
Citadel	2.0M	$1.4B	0.2%	$618.5B
Citadel	1.6M	$1.1B	0.2%	$618.5B
Geode Capital	1.5M	$1.1B	0.1%	$1607.5B
PRIMECAP	872.3K	$618.0M	0.5%	$127.0B
American Century	655.4K	$464.3M	0.2%	$194.3B
Adage Capital	386.8K	$274.0M	0.4%	$64.8B
Millennium	319.0K	$226.0M	0.1%	$240.3B
Markel	318.6K	$225.8M	1.9%	$11.9B
Citadel	309.5K	$219.3M	0.0%	$618.5B
AQR Capital	247.3K	$170.8M	0.1%	$218.4B
Balyasny	236.1K	$167.3M	0.2%	$77.1B
Two Sigma	201.9K	$143.0M	0.1%	$123.9B
DE Shaw	186.2K	$131.9M	0.1%	$166.3B
Millennium	173.4K	$122.8M	0.1%	$240.3B
Franklin Templeton	168.0K	$119.1M	0.0%	$408.3B
Artisan Partners	149.7K	$106.0M	0.2%	$62.3B
Jennison	129.9K	$92.0M	0.1%	$145.4B
Tudor	123.1K	$87.2M	0.2%	$53.9B
BlackRock	122.5K	$86.8M	0.0%	$5723.5B
Gotham Asset	117.1K	$83.0M	0.3%	$32.7B
DFA	107.7K	$76.3M	0.0%	$481.4B
Gabelli	105.5K	$74.8M	0.5%	$14.8B
Millennium	98.2K	$69.6M	0.0%	$240.3B
Bridgewater	82.5K	$58.4M	0.3%	$22.4B
WorldQuant	66.9K	$47.4M	0.2%	$25.9B
Alkeon	65.6K	$46.5M	0.1%	$59.5B
ARK Invest	58.6K	$41.5M	0.3%	$12.9B
Point72	56.5K	$40.0M	0.1%	$78.1B
DE Shaw	53.4K	$37.8M	0.0%	$166.3B
Dodge & Cox	40.0K	$28.3M	0.0%	$182.0B
Tudor	39.0K	$27.6M	0.1%	$53.9B
Man Group	38.5K	$27.3M	0.0%	$55.1B
DE Shaw	32.7K	$23.2M	0.0%	$166.3B
Point72	30.0K	$21.3M	0.0%	$78.1B
Northern Trust	27.7K	$19.6M	0.0%	$756.6B
Kayne Anderson	21.7K	$15.4M	0.0%	$34.0B
Renaissance Tech	21.5K	$15.2M	0.0%	$63.9B
Balyasny	20.5K	$14.5M	0.0%	$77.1B
Neuberger Berman (Eisman)	18.0K	$12.8M	0.0%	$131.4B
ExodusPoint	16.2K	$11.4M	0.1%	$12.4B
Fidelity (FMR)	15.5K	$11.0M	0.0%	$1898.4B
Marshall Wace	15.5K	$11.0M	0.0%	$100.4B
ClearBridge	13.7K	$9.7M	0.0%	$114.9B
Balyasny	12.4K	$8.8M	0.0%	$77.1B
Marshall Wace	8.4K	$6.0M	0.0%	$100.4B
Brevan Howard	8.6K	$5.9M	0.1%	$11.3B
GMO	6.7K	$4.7M	0.0%	$39.1B
Two Sigma	6.0K	$4.3M	0.0%	$123.9B
Two Sigma	6.0K	$4.3M	0.0%	$123.9B
Tudor	5.8K	$4.1M	0.0%	$53.9B
BlackRock	5.3K	$3.8M	0.0%	$5723.5B
Hudson Bay	5.0K	$3.5M	0.0%	$29.0B
Cascade (Gates)	4.3K	$3.0M	1.8%	$168.9M
Horizon Kinetics	4.1K	$2.9M	0.0%	$9.2B
Man Group	4.1K	$2.9M	0.0%	$55.1B
Schonfeld	2.3K	$1.7M	0.0%	$14.2B
Harris (Oakmark)	1.8K	$1.3M	0.0%	$75.0B
Marshall Wace	600	$425K	0.0%	$100.4B
Wellington	578	$409K	0.0%	$535.5B
Man Group	500	$354K	0.0%	$55.1B
Acadian	163.9K	$116K	0.2%	$70.5M
Invesco	112	$79K	—	$653.3B
Hudson Bay	40	$28K	0.0%	$29.0B
LSV	4.5K	$3K	0.0%	$46.4M

CAT

Who Holds CAT