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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 %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$135M +$28.3M +207,847 +26%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$131M -$47.1M -345,695 -26%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$128M -$3.59M -26,355 -3%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$128M -$106M -781,216 -46%
AAMU
55
Amundi Asset Management US
Massachusetts
$124M -$38.1M -276,257 -24%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$124M -$4.94M -36,253 -4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$123M -$3.01M -22,118 -2%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$116M -$2.51M -18,425 -2%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$112M +$28.4M +208,371 +34%
Citadel Advisors
60
Citadel Advisors
Florida
$111M -$218M -1,597,508 -66%
Principal Financial Group
61
Principal Financial Group
Iowa
$111M -$3.36M -24,629 -3%
IAM
62
Impala Asset Management
Florida
$109M -$47.3M -346,775 -30%
ProShare Advisors
63
ProShare Advisors
Maryland
$108M +$34.9K +256 +0%
WRF
64
Waddell & Reed Financial
Kansas
$105M -$5.56M -40,806 -5%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$102M +$8.25M +60,567 +9%
Westfield Capital Management
66
Westfield Capital Management
Massachusetts
$101M +$13.8M +101,299 +16%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$101M -$3.42M -25,080 -3%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$98.9M -$1.36M -9,947 -1%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$95.3M +$85.7M +628,600 +887%
APG Asset Management
70
APG Asset Management
Netherlands
$89.4M -$3.63M -30,328 -4%
RJA
71
Raymond James & Associates
Florida
$87M -$633K -4,645 -0.7%
National Pension Service
72
National Pension Service
South Korea
$86.4M +$1.32M +9,680 +2%
Franklin Resources
73
Franklin Resources
California
$85.7M +$1.12M +8,238 +1%
ATN
74
AMF Tjänstepension
Sweden
$85.5M +$2.13M +15,655 +3%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$81.1M -$5.91M -43,328 -7%
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