CAT icon

Caterpillar
CAT

Overview Fund Activity

1,540 hedge funds and large institutions have $46B invested in Caterpillar in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 518 increasing their positions, 629 reducing their positions, and 94 closing their positions.

Holders
1,540
Holders Change
+55
Holders Change %
+3.7%
% of All Funds
31.65%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.35%
New
159
Increased
518
Reduced
629
Closed
94
Calls
$1.24B
Puts
$1.43B
Net Calls
-$190M
Net Calls Change
+$240M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$956M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$519M
3
Macquarie Group
3
Macquarie Group
Australia
$670M
4
BlackRock
4
BlackRock
New York
$4.54B
5
Citadel Advisors
5
Citadel Advisors
Florida
$130M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$563M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.94B
3
LSV Asset Management
3
LSV Asset Management
Illinois
$74.6M
4
Primecap Management
4
Primecap Management
California
$791M
5
Sanders Capital
5
Sanders Capital
Florida
$780M
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
51
ProShare Advisors
Maryland
$124M 982,596 +42,342 +5%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$124M 978,407 +46,388 +5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$123M 973,536 -843 -0.1%
Lazard Asset Management
54
Lazard Asset Management
New York
$114M 899,824 -790,424 -47%
Barclays
55
Barclays
United Kingdom
$113M 892,693 +128,899 +17%
APG Asset Management
56
APG Asset Management
Netherlands
$111M 985,153 +30,000 +3%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$107M 844,851 +621,303 +278%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$101M 801,436 +86,070 +12%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$101M 796,348 +2,950 +0.4%
Principal Financial Group
60
Principal Financial Group
Iowa
$98.2M 776,115 +13,580 +2%
VanEck Associates
61
VanEck Associates
New York
$94.1M 743,677 +48,158 +7%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$93.4M 738,358 +13,745 +2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$92.9M 734,453 +148,029 +25%
Franklin Resources
64
Franklin Resources
California
$90.5M 660,364 +34,096 +5%
CWP
65
Capital Wealth Planning
Florida
$85.6M 676,702 +671,740 +13,538%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$85.4M 674,936 +194,000 +40%
National Pension Service
67
National Pension Service
South Korea
$84.5M 668,126 -22,795 -3%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$78.7M 622,459 +12,804 +2%
WRF
69
Waddell & Reed Financial
Kansas
$75M 592,996 -560,181 -49%
LSV Asset Management
70
LSV Asset Management
Illinois
$74.6M 589,726 -2,143,180 -78%
ORIO
71
Old Republic International (ORI)
Illinois
$71.7M 567,000 – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$70.5M 557,435 +478,268 +604%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$69.2M 546,945 -27,537 -5%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$67.4M 532,876 +260,832 +96%
Citigroup
75
Citigroup
New York
$64.8M 512,284 +231,491 +82%
1 2
3
4 5