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Caterpillar
CAT

Overview Fund Activity

1,083 hedge funds and large institutions have $30.6B invested in Caterpillar in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 414 increasing their positions, 410 reducing their positions, and 69 closing their positions.

Holders
1,083
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
28.9%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.45%
New
102
Increased
414
Reduced
410
Closed
69
Calls
$1.02B
Puts
$1.65B
Net Calls
-$621M
Net Calls Change
+$433M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$752M
2
Invesco
2
Invesco
Georgia
$776M
3
Norges Bank
3
Norges Bank
Norway
$289M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.25B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$43.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.2B
2
ACM
2
Americafirst Capital Management
California
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$6.27M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.65B
5
Harris Associates
5
Harris Associates
Illinois
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$179M 2,338,001 +145,931 +7%
Goldman Sachs
27
Goldman Sachs
New York
$170M 2,216,778 +259,048 +13%
UBS AM
28
UBS AM
Illinois
$165M 2,156,141 -101,831 -5%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$164M 2,140,492 +432,213 +25%
PP
30
Prudential plc
United Kingdom
$151M 1,969,593 -133,670 -6%
TCIM
31
TIAA CREF Investment Management
New York
$147M 1,914,299 +495,009 +35%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M 1,866,606 -186,209 -9%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$134M 1,747,535 +600 +0%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$134M 1,744,500 -33,200 -2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$133M 1,738,138 +78,950 +5%
Deutsche Bank
36
Deutsche Bank
Germany
$133M 1,733,854 -1,469,181 -46%
APG Asset Management
37
APG Asset Management
Netherlands
$130M 1,700,901 -141,290 -8%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$124M 1,620,943 -131,182 -7%
CS
39
Credit Suisse
Switzerland
$120M 1,569,994 -199,168 -11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$111M 1,512,616 +472,500 +45%
PPA
41
Parametric Portfolio Associates
Washington
$103M 1,349,785 +89,746 +7%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$100M 1,312,503 +164,465 +14%
BIM
43
BlackRock Investment Management
Delaware
$90.9M 1,187,961 +36,390 +3%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$89.9M 1,175,034 +48,865 +4%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$87.4M 1,141,598 -91,066 -7%
BlackRock
46
BlackRock
New York
$86.2M 1,125,953 -279,518 -20%
UBS Group
47
UBS Group
Switzerland
$85M 1,110,032 +182,222 +20%
Credit Agricole
48
Credit Agricole
France
$84.8M 1,107,332 -33,117 -3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$84.3M 1,102,026 +17,280 +2%
RFC
50
Russell Frank Company
Washington
$83.8M 1,094,298 -15,407 -1%
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