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Caterpillar
CAT

Overview Fund Activity

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$938M
2
BlackRock
2
BlackRock
New York
$5.92B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$567M
4
Citadel Advisors
4
Citadel Advisors
Florida
$370M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$149M

Top Sellers

1
AIG
1
American International Group
New York
$37.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.48B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$133M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.19M
5
Invesco
5
Invesco
Georgia
$385M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$370M 2,345,177 +960,151 +69%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$353M 2,237,730 +171,592 +8%
Swiss National Bank
28
Swiss National Bank
Switzerland
$343M 2,179,616 +7,900 +0.4%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$322M 2,042,291 +837,555 +70%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$321M 2,034,392 +33,619 +2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$313M 1,988,357 -21,882 -1%
UBS AM
32
UBS AM
Illinois
$312M 1,977,402 +43,775 +2%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$293M 1,862,094 +79,824 +4%
Allianz Asset Management
34
Allianz Asset Management
Germany
$287M 1,819,218 +41,383 +2%
WRF
35
Waddell & Reed Financial
Kansas
$281M 1,781,471 +489,180 +38%
Deutsche Bank
36
Deutsche Bank
Germany
$269M 1,708,318 +537,315 +46%
American Century Companies
37
American Century Companies
Missouri
$260M 1,651,611 +643,081 +64%
PPA
38
Parametric Portfolio Associates
Washington
$252M 1,598,197 -44,205 -3%
Ameriprise
39
Ameriprise
Minnesota
$251M 1,592,538 +40,272 +3%
TA
40
Teachers Advisors
New York
$246M 1,562,583 +3,531 +0.2%
PP
41
Prudential plc
United Kingdom
$241M 1,531,774 -274,126 -15%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$235M 1,494,430 -700 -0%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$232M 1,474,633 -64,673 -4%
Millennium Management
44
Millennium Management
New York
$232M 1,469,476 -33,878 -2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$217M 1,376,244 +289,605 +27%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216M 1,372,323 +34,540 +3%
EVM
47
Eaton Vance Management
Massachusetts
$210M 1,330,143 -524,304 -28%
Capital Research Global Investors
48
Capital Research Global Investors
California
$195M 1,236,585 +288 +0%
CS
49
Credit Suisse
Switzerland
$194M 1,231,599 +73,049 +6%
UBS Group
50
UBS Group
Switzerland
$193M 1,221,740 +419,664 +52%
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