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Caterpillar
CAT

Overview Fund Activity

1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.

Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
28.5%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
96
Increased
341
Reduced
537
Closed
101
Calls
$758M
Puts
$1.49B
Net Calls
-$733M
Net Calls Change
+$9.04M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.19B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.63B
3
Citadel Advisors
3
Citadel Advisors
Florida
$157M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$965M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.08B
2
Franklin Resources
2
Franklin Resources
California
$590M
3
Harris Associates
3
Harris Associates
Illinois
$842M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$194M
5
State Street
5
State Street
Massachusetts
$4.86B
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$194M 2,091,030 -1,228,371 -37%
PP
27
Prudential plc
United Kingdom
$193M 2,083,320 +65,933 +3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$192M 2,073,016 +445,900 +27%
Charles Schwab
29
Charles Schwab
California
$186M 2,001,986 -673,824 -25%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$183M 1,972,478 +10,285 +0.5%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M 1,824,762 +558,894 +44%
EVM
32
Eaton Vance Management
Massachusetts
$159M 1,717,939 -238,800 -12%
Citadel Advisors
33
Citadel Advisors
Florida
$157M 1,691,273 +1,652,063 +4,213%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$156M 1,686,411 +1,008,274 +149%
Deutsche Bank
35
Deutsche Bank
Germany
$147M 1,581,632 +338,554 +27%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$144M 1,548,735 -56,000 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$143M 1,546,900 +1,546,900 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$142M 1,535,801 -2,299 -0.1%
TA
39
Teachers Advisors
New York
$141M 1,524,166 +460,935 +43%
CWM
40
CIBC World Markets
New York
$118M 1,276,465 +1,066,492 +508%
PPA
41
Parametric Portfolio Associates
Washington
$115M 1,241,259 -523,256 -30%
CS
42
Credit Suisse
Switzerland
$114M 1,227,734 -118,155 -9%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$109M 1,177,799 -6,207 -0.5%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$106M 1,148,026 -296,290 -21%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$106M 1,146,305 -50,400 -4%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$105M 1,133,532 -22,750 -2%
JHIU
47
Janus Henderson Investors US
Colorado
$101M 1,083,531 +389,303 +56%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$95.4M 1,028,163 +493,599 +92%
Credit Agricole
49
Credit Agricole
France
$94.9M 1,022,992 -99,969 -9%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$90.3M 973,141 -15,934 -2%
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