CAT icon

Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$616M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$376M
3
Sanders Capital
3
Sanders Capital
Florida
$851M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$147M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$384M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$205M
2
Capital World Investors
2
Capital World Investors
California
$433M
3
Citadel Advisors
3
Citadel Advisors
Florida
$111M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$290M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$347M -$110K -806 -0%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$342M -$31M -227,561 -8%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$336M -$11.5M -84,103 -3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$317M +$10.2M +75,091 +3%
Allianz Asset Management
30
Allianz Asset Management
Germany
$311M -$4.67M -34,256 -1%
Capital Research Global Investors
31
Capital Research Global Investors
California
$290M -$140M -1,025,888 -32%
Deutsche Bank
32
Deutsche Bank
Germany
$283M -$8.87M -65,103 -3%
Invesco
33
Invesco
Georgia
$259M +$63.4M +465,286 +32%
Swiss National Bank
34
Swiss National Bank
Switzerland
$256M -$12.7M -93,400 -5%
Ameriprise
35
Ameriprise
Minnesota
$237M +$1.56M +11,451 +0.7%
PPA
36
Parametric Portfolio Associates
Washington
$221M +$6.27M +45,987 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$214M -$103M -756,034 -33%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$205M -$415M -3,062,266 -67%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181M -$12.7M -93,277 -7%
PP
40
Prudential plc
United Kingdom
$180M +$9.04M +66,300 +5%
Renaissance Technologies
41
Renaissance Technologies
New York
$175M -$79.1M -580,300 -31%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$172M -$7.86M -57,700 -4%
UBS Group
43
UBS Group
Switzerland
$166M -$31.8M -233,504 -16%
EVM
44
Eaton Vance Management
Massachusetts
$164M +$18.1M +132,525 +12%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$154M -$65.4M -479,989 -30%
CS
46
Credit Suisse
Switzerland
$153M +$22.3M +163,811 +17%
Barclays
47
Barclays
United Kingdom
$153M +$36.6M +268,514 +31%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$152M -$7.94M -58,253 -5%
Two Sigma Investments
49
Two Sigma Investments
New York
$147M +$141M +1,032,108 +2,160%
AQR Capital Management
50
AQR Capital Management
Connecticut
$139M +$100M +735,800 +258%
1
2
3 4 5