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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$156M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$101M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$76.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$449M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.62B
2
EVM
2
Eaton Vance Management
Massachusetts
$153M
3
Goldman Sachs
3
Goldman Sachs
New York
$507M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$636M
5
TCIM
5
TIAA CREF Investment Management
New York
$540M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$321M 2,363,343 -17,336 -0.7%
UBS AM
27
UBS AM
Illinois
$309M 2,275,019 +52,320 +2%
Harris Associates
28
Harris Associates
Illinois
$306M 2,254,685 -359,877 -14%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$304M 2,239,504 +145,707 +7%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$291M 2,147,234 +151,960 +8%
Prudential Financial
31
Prudential Financial
New Jersey
$278M 2,051,144 +60,259 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$270M 1,992,132 -18,046 -0.9%
Swiss National Bank
33
Swiss National Bank
Switzerland
$268M 1,976,016 +67,200 +4%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$266M 1,957,489 +374,038 +24%
PP
35
Prudential plc
United Kingdom
$215M 1,586,918 +80,350 +5%
PPA
36
Parametric Portfolio Associates
Washington
$211M 1,553,328 -15,117 -1%
TA
37
Teachers Advisors
New York
$205M 1,508,407 -410,603 -21%
WRF
38
Waddell & Reed Financial
Kansas
$203M 1,494,843 -258,740 -15%
Invesco
39
Invesco
Georgia
$200M 1,472,289 -122,282 -8%
AQR Capital Management
40
AQR Capital Management
Connecticut
$196M 1,447,691 +295,227 +26%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$195M 1,434,337 -20,026 -1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$194M 1,429,100 -26,100 -2%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$186M 1,366,492 +160,650 +13%
IAM
44
Impala Asset Management
Florida
$185M 1,361,604 +44,794 +3%
UBS Group
45
UBS Group
Switzerland
$181M 1,333,428 -218,701 -14%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$168M 1,240,733 +21,760 +2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M 1,222,810 -82,037 -6%
CS
48
Credit Suisse
Switzerland
$162M 1,195,583 +268,468 +29%
AAMU
49
Amundi Asset Management US
Massachusetts
$161M 1,183,475 +226,234 +24%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$158M 1,167,522 -254,100 -18%
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