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Caterpillar
CAT

Overview Fund Activity

1,540 hedge funds and large institutions have $46B invested in Caterpillar in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 518 increasing their positions, 629 reducing their positions, and 94 closing their positions.

Holders
1,540
Holders Change
+55
Holders Change %
+3.7%
% of All Funds
31.65%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.35%
New
159
Increased
518
Reduced
629
Closed
94
Calls
$1.24B
Puts
$1.43B
Net Calls
-$190M
Net Calls Change
+$240M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$956M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$519M
3
Macquarie Group
3
Macquarie Group
Australia
$670M
4
BlackRock
4
BlackRock
New York
$4.54B
5
Citadel Advisors
5
Citadel Advisors
Florida
$130M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$563M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.94B
3
LSV Asset Management
3
LSV Asset Management
Illinois
$74.6M
4
Primecap Management
4
Primecap Management
California
$791M
5
Sanders Capital
5
Sanders Capital
Florida
$780M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$320M +$17.1M +135,305 +6%
Charles Schwab
27
Charles Schwab
California
$317M -$7.83M -61,908 -2%
Goldman Sachs
28
Goldman Sachs
New York
$312M -$22.3M -176,403 -7%
Ameriprise
29
Ameriprise
Minnesota
$311M +$62.8M +496,385 +25%
UBS AM
30
UBS AM
Illinois
$298M -$35.2M -277,914 -11%
Swiss National Bank
31
Swiss National Bank
Switzerland
$275M +$3.88M +30,700 +1%
AAMU
32
Amundi Asset Management US
Massachusetts
$253M +$17.3M +136,484 +7%
Wells Fargo
33
Wells Fargo
California
$249M +$25.1M +198,447 +11%
AIG
34
American International Group
New York
$234M -$38.8M -306,891 -14%
Boston Partners
35
Boston Partners
Massachusetts
$223M +$38M +300,427 +21%
PPA
36
Parametric Portfolio Associates
Washington
$202M -$16.7M -131,822 -8%
Capital World Investors
37
Capital World Investors
California
$192M +$1.1M +8,727 +0.6%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$179M -$44.1M -348,469 -20%
Deutsche Bank
39
Deutsche Bank
Germany
$165M -$14M -110,369 -8%
Allianz Asset Management
40
Allianz Asset Management
Germany
$165M -$27.7M -218,876 -14%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$154M +$504K +3,987 +0.3%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$153M -$4.71M -37,200 -3%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152M -$8.43M -67,321 -5%
UBS Group
44
UBS Group
Switzerland
$149M -$67.2M -531,554 -31%
EVM
45
Eaton Vance Management
Massachusetts
$139M -$11.6M -92,005 -8%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$133M -$32.9M -261,410 -20%
Citadel Advisors
47
Citadel Advisors
Florida
$130M +$130M +1,027,732 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$128M +$18.9M +149,137 +17%
CS
49
Credit Suisse
Switzerland
$127M +$3M +23,711 +2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$126M +$19.6M +154,815 +18%
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