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Caterpillar
CAT

Overview Fund Activity

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M

Top Buyers

1
Sanders Capital
1
Sanders Capital
Florida
$375M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.5B
3
Harris Associates
3
Harris Associates
Illinois
$448M
4
DCM
4
Discovery Capital Management
Connecticut
$100M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$78.9M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.4B
2
Jennison Associates
2
Jennison Associates
New York
$49.7M
3
SCM
3
Suvretta Capital Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$382M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$122M +$884K +6,958 +0.7%
AllianceBernstein
52
AllianceBernstein
Tennessee
$121M -$2.87M -22,555 -2%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$113M -$2.31M -18,183 -2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$111M -$3.18M -25,057 -3%
Principal Financial Group
55
Principal Financial Group
Iowa
$110M -$2.93M -23,028 -3%
Barclays
56
Barclays
United Kingdom
$103M -$15M -118,300 -13%
AC
57
Ashler Capital
Illinois
$101M +$33.1M +260,421 +49%
DCM
58
Discovery Capital Management
Connecticut
$100M +$100M +787,950 New
SO
59
STRS Ohio
Ohio
$100M +$49.5M +389,231 +98%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$97.2M -$638K -5,018 -0.7%
Holocene Advisors
61
Holocene Advisors
New York
$95.3M +$48.3M +380,242 +103%
American Century Companies
62
American Century Companies
Missouri
$94.6M -$7.6M -59,772 -7%
Boston Partners
63
Boston Partners
Massachusetts
$93.8M +$71.7M +563,996 +323%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$93.7M -$119M -935,949 -56%
WRF
65
Waddell & Reed Financial
Kansas
$93M -$70.3M -553,378 -43%
APG Asset Management
66
APG Asset Management
Netherlands
$90.8M -$678K -6,100 -0.7%
Alyeska Investment Group
67
Alyeska Investment Group
Illinois
$86.8M +$28.5M +224,532 +49%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$86.4M +$5.72M +45,000 +7%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$85.6M +$991K +7,800 +1%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$85.3M -$48.2M -379,303 -36%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$84.4M -$2.08M -16,338 -2%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$83M -$1.41M -11,057 -2%
National Pension Service
73
National Pension Service
South Korea
$79.9M +$4.93M +37,195 +7%
LSV Asset Management
74
LSV Asset Management
Illinois
$78.9M +$76.9M +605,026 +3,805%
Franklin Resources
75
Franklin Resources
California
$78.1M -$458K -3,608 -0.6%
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