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Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$659M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.68B
4
Deutsche Bank
4
Deutsche Bank
Germany
$168M
5
Norges Bank
5
Norges Bank
Norway
$316M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Harris Associates
3
Harris Associates
Illinois
$1.05B
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
5
Tide Point Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$189M 2,487,666 +149,665 +6%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$186M 2,452,396 -62,799 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$168M 2,212,812 +478,958 +28%
UBS AM
29
UBS AM
Illinois
$167M 2,198,105 +41,964 +2%
APG Asset Management
30
APG Asset Management
Netherlands
$158M 2,078,101 +377,200 +22%
PP
31
Prudential plc
United Kingdom
$157M 2,076,793 +107,200 +5%
Goldman Sachs
32
Goldman Sachs
New York
$157M 2,067,654 -149,124 -7%
TCIM
33
TIAA CREF Investment Management
New York
$151M 1,993,981 +79,682 +4%
Capital International Investors
34
Capital International Investors
California
$149M 1,968,376 -465,346 -19%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M 1,849,304 -17,302 -0.9%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$132M 1,735,844 -2,294 -0.1%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$131M 1,722,835 -24,700 -1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$130M 1,708,900 -35,600 -2%
CS
39
Credit Suisse
Switzerland
$126M 1,659,917 +89,923 +6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$124M 1,632,316 +119,700 +8%
PPA
41
Parametric Portfolio Associates
Washington
$106M 1,397,787 +48,002 +4%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$92.3M 1,217,105 -95,398 -7%
BlackRock
43
BlackRock
New York
$90.5M 1,193,940 +67,987 +6%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$89.6M 1,181,814 +6,780 +0.6%
UBS Group
45
UBS Group
Switzerland
$88.4M 1,165,704 +55,672 +5%
BIM
46
BlackRock Investment Management
Delaware
$88.3M 1,164,421 -23,540 -2%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$85.1M 1,121,992 +19,966 +2%
Credit Agricole
48
Credit Agricole
France
$83.7M 1,104,415 -2,917 -0.3%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$82.2M 1,084,449 -536,494 -33%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$79.9M 1,053,695 -87,903 -8%
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