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Caterpillar
CAT

Overview Fund Activity

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$1.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.11B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$197M
5
Jennison Associates
5
Jennison Associates
New York
$117M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$629M
3
Harris Associates
3
Harris Associates
Illinois
$727M
4
Invesco
4
Invesco
Georgia
$828M
5
State Street
5
State Street
Massachusetts
$5.47B
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$111M 1,032,853 +966,053 +1,446%
IAM
52
Impala Asset Management
Florida
$109M 1,009,807 +364,640 +57%
Credit Agricole
53
Credit Agricole
France
$107M 993,630 -29,362 -3%
Asset Management One
54
Asset Management One
Japan
$104M 973,437 +18,089 +2%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$102M 950,174 -22,967 -2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$101M 938,817 +252,818 +37%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$98.7M 918,820 +749,877 +444%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$93.8M 873,120 -155,043 -15%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$93.7M 872,332 -35,626 -4%
Principal Financial Group
60
Principal Financial Group
Iowa
$93.7M 871,852 +43,294 +5%
CCI
61
Columbus Circle Investors
$91.4M 850,609 -13,752 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$90.3M 840,373 +7,130 +0.9%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$88.8M 826,129 +5,174 +0.6%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$84.5M 800,335 -68,914 -8%
American Century Companies
65
American Century Companies
Missouri
$84.2M 783,852 +100,222 +15%
Two Sigma Investments
66
Two Sigma Investments
New York
$82.8M 770,572 +731,671 +1,881%
ORIO
67
Old Republic International (ORI)
Illinois
$81.1M 755,100 – –
APG Asset Management
68
APG Asset Management
Netherlands
$80.9M 752,799 – –
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$79.1M 736,145 -411,881 -36%
TPCM
70
Tide Point Capital Management
Connecticut
$79.1M 735,756 -210,945 -22%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$74.3M 691,281 +75,528 +12%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$72.5M 674,996 +83,939 +14%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$68.5M 637,497 +196,450 +45%
WRF
74
Waddell & Reed Financial
Kansas
$66.6M 620,224 +191,916 +45%
Federated Hermes
75
Federated Hermes
Pennsylvania
$66.3M 617,258 +262,142 +74%
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