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Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$659M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.68B
4
Deutsche Bank
4
Deutsche Bank
Germany
$168M
5
Norges Bank
5
Norges Bank
Norway
$316M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Harris Associates
3
Harris Associates
Illinois
$1.05B
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
5
Tide Point Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$78.3M 1,032,364 -16,599 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$78.1M 1,029,851 -24,017 -2%
EA
53
Emerald Acquisition
Washington
$77.1M 1,017,535 +1,017,535 New
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$75.8M 1,000,000 +865,000 +641%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$73.2M 965,524 -47,415 -5%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$72.8M 959,702 +26,744 +3%
MTB
57
Mizuho Trust & Banking
Japan
$69.8M 920,974 +9,500 +1%
Prudential Financial
58
Prudential Financial
New Jersey
$68M 896,950 -181,830 -17%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$64.8M 854,402 -93,047 -10%
TA
60
Teachers Advisors
New York
$64.3M 848,076 +12,873 +2%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$61.7M 813,785 +86,296 +12%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$61.2M 807,503 +33,303 +4%
PI
63
PGGM Investments
Netherlands
$61.2M 806,656 +60,615 +8%
Principal Financial Group
64
Principal Financial Group
Iowa
$60.7M 800,546 +4,161 +0.5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$57.2M 755,155 +73,388 +11%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$56.7M 747,674 +171,241 +30%
BJ
67
BlackRock Japan
Japan
$55.4M 730,282 +1,291 +0.2%
Barclays
68
Barclays
United Kingdom
$53.5M 705,330 +70 +0%
BA
69
BlackRock Advisors
Delaware
$53.4M 704,107 -4,330 -0.6%
Lord, Abbett & Co
70
Lord, Abbett & Co
New Jersey
$47.3M 623,493 +135,943 +28%
RJA
71
Raymond James & Associates
Florida
$46.5M 613,624 +37,930 +7%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$46.3M 610,229 +84,389 +16%
JWBC
73
John W. Bristol & Co
New York
$45.9M 604,969 -33,329 -5%
GLA
74
Great Lakes Advisors
Illinois
$45M 593,835 -30,059 -5%
VFA
75
Virtus Fund Advisers
Connecticut
$44.9M 586,897 -115,051 -16%
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