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Caterpillar
CAT

Overview Fund Activity

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$1.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.11B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$197M
5
Jennison Associates
5
Jennison Associates
New York
$117M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$629M
3
Harris Associates
3
Harris Associates
Illinois
$727M
4
Invesco
4
Invesco
Georgia
$828M
5
State Street
5
State Street
Massachusetts
$5.47B
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$230M 2,142,816 +69,800 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$230M 2,139,094 +447,821 +26%
Deutsche Bank
28
Deutsche Bank
Germany
$228M 2,121,182 +539,550 +34%
Charles Schwab
29
Charles Schwab
California
$226M 2,098,704 +96,718 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$225M 2,094,409 +407,998 +24%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$215M 2,005,123 +32,645 +2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$213M 1,982,730 -108,300 -5%
EVM
33
Eaton Vance Management
Massachusetts
$209M 1,945,586 +227,647 +13%
UBS AM
34
UBS AM
Illinois
$207M 1,928,145 -434,285 -18%
PP
35
Prudential plc
United Kingdom
$205M 1,907,920 -175,400 -8%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$198M 1,842,214 +708,682 +63%
Allianz Asset Management
37
Allianz Asset Management
Germany
$197M 1,836,540 +1,646,184 +865%
PPA
38
Parametric Portfolio Associates
Washington
$169M 1,569,069 +327,810 +26%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$164M 1,521,980 -13,821 -0.9%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$159M 1,477,035 -71,700 -5%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158M 1,474,009 -350,753 -19%
TA
42
Teachers Advisors
New York
$154M 1,435,235 -88,931 -6%
UBS Group
43
UBS Group
Switzerland
$143M 1,329,946 +415,444 +45%
Ameriprise
44
Ameriprise
Minnesota
$133M 1,240,670 +498,343 +67%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$131M 1,216,521 +38,722 +3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$128M 1,187,116 +230,050 +24%
CS
47
Credit Suisse
Switzerland
$120M 1,116,142 -111,592 -9%
Jennison Associates
48
Jennison Associates
New York
$117M 1,090,849 +1,090,849 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$114M 1,056,691 -89,614 -8%
Millennium Management
50
Millennium Management
New York
$111M 1,035,694 +927,196 +855%
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