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Caterpillar
CAT

Overview Fund Activity

1,529 hedge funds and large institutions have $60.8B invested in Caterpillar in 2018 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 552 increasing their positions, 553 reducing their positions, and 99 closing their positions.

Holders
1,529
Holders Change
+18
Holders Change %
+1.19%
% of All Funds
35.01%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.73%
New
129
Increased
552
Reduced
553
Closed
99
Calls
$1.92B
Puts
$2.01B
Net Calls
-$87.3M
Net Calls Change
+$395M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$600M
2
Ameriprise
2
Ameriprise
Minnesota
$427M
3
SCM
3
Suvretta Capital Management
New York
$194M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$322M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.07B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$2.49B
3
Citadel Advisors
3
Citadel Advisors
Florida
$267M
4
Deutsche Bank
4
Deutsche Bank
Germany
$338M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$391M 2,566,760 +574,628 +29%
ClearBridge Investments
27
ClearBridge Investments
New York
$390M 2,556,400 +28,092 +1%
Harris Associates
28
Harris Associates
Illinois
$388M 2,542,285 +287,600 +13%
Charles Schwab
29
Charles Schwab
California
$362M 2,370,951 +7,608 +0.3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$349M 2,290,431 +50,927 +2%
Deutsche Bank
31
Deutsche Bank
Germany
$338M 2,218,648 -1,431,601 -39%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$330M 2,163,986 +16,752 +0.8%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$322M 2,110,642 +1,044,894 +98%
Prudential Financial
34
Prudential Financial
New Jersey
$297M 1,948,969 -102,175 -5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$291M 1,908,616 -67,400 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$267M 1,750,227 -1,557,112 -47%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$255M 1,673,717 -283,772 -14%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$245M 1,605,440 +238,948 +17%
IAM
39
Impala Asset Management
Florida
$239M 1,570,295 +208,691 +15%
PPA
40
Parametric Portfolio Associates
Washington
$233M 1,528,171 -25,157 -2%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M 1,519,222 +296,412 +24%
Invesco
42
Invesco
Georgia
$221M 1,449,282 -23,007 -2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$218M 1,426,748 +259,226 +22%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$216M 1,413,850 -15,250 -1%
PP
45
Prudential plc
United Kingdom
$214M 1,400,291 -186,627 -12%
UBS Group
46
UBS Group
Switzerland
$209M 1,370,002 +36,574 +3%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$204M 1,335,561 +375,900 +39%
TA
48
Teachers Advisors
New York
$201M 1,321,191 -187,216 -12%
AAMU
49
Amundi Asset Management US
Massachusetts
$198M 1,301,008 +117,533 +10%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$198M 1,295,861 -138,476 -10%
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