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Caterpillar
CAT

Overview Fund Activity

1,485 hedge funds and large institutions have $42.5B invested in Caterpillar in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 561 increasing their positions, 623 reducing their positions, and 252 closing their positions.

Holders
1,485
Holders Change
-171
Holders Change %
-10.33%
% of All Funds
32.8%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.51%
New
104
Increased
561
Reduced
623
Closed
252
Calls
$827M
Puts
$1.26B
Net Calls
-$430M
Net Calls Change
-$181M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$384M
2
Capital International Investors
2
Capital International Investors
California
$575M
3
Invesco
3
Invesco
Georgia
$399M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$782M
5
Boston Partners
5
Boston Partners
Massachusetts
$169M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$205M
2
Capital World Investors
2
Capital World Investors
California
$175M
3
Primecap Management
3
Primecap Management
California
$904M
4
Ameriprise
4
Ameriprise
Minnesota
$227M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$113M 974,379 -2,901 -0.3%
APG Asset Management
52
APG Asset Management
Netherlands
$111M 955,153 +244,949 +34%
ProShare Advisors
53
ProShare Advisors
Maryland
$109M 940,254 -123,747 -12%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$108M 932,019 -2,109 -0.2%
PP
55
Prudential plc
United Kingdom
$108M 931,100 -321,800 -26%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$100M 862,171 -338,842 -28%
AllianceBernstein
57
AllianceBernstein
Tennessee
$97.2M 837,851 -5,473 -0.6%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$92.1M 793,398 -23,500 -3%
Barclays
59
Barclays
United Kingdom
$88.6M 763,794 -238,571 -24%
Principal Financial Group
60
Principal Financial Group
Iowa
$88.5M 762,535 +2,561 +0.3%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$84.1M 724,613 +9,717 +1%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$83M 715,366 +136,505 +24%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$82.7M 726,977 -147,136 -17%
VanEck Associates
64
VanEck Associates
New York
$80.7M 695,519 +49,093 +8%
National Pension Service
65
National Pension Service
South Korea
$80.2M 690,921 +7,082 +1%
Victory Capital Management
66
Victory Capital Management
Texas
$76.4M 658,436 +365,708 +125%
SO
67
STRS Ohio
Ohio
$74M 637,713 +158,484 +33%
Franklin Resources
68
Franklin Resources
California
$72.7M 626,268 -845 -0.1%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$70.7M 609,655 -2,784 -0.5%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$67.1M 586,424 -281,374 -32%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$66.7M 574,482 +14,507 +3%
ATN
72
AMF Tjänstepension
Sweden
$66.4M 571,882 -88,553 -13%
Prudential Financial
73
Prudential Financial
New Jersey
$66.3M 571,531 +41,274 +8%
ORIO
74
Old Republic International (ORI)
Illinois
$65.8M 567,000 +60,000 +12%
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
$60.7M 523,249 +265,966 +103%
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