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Caterpillar
CAT

Overview Fund Activity

1,883 hedge funds and large institutions have $68.6B invested in Caterpillar in 2020 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 697 increasing their positions, 608 reducing their positions, and 63 closing their positions.

Holders
1,883
Holders Change
+232
Holders Change %
+14.05%
% of All Funds
33.41%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
317
Increased
697
Reduced
608
Closed
63
Calls
$1.78B
Puts
$2.1B
Net Calls
-$316M
Net Calls Change
-$338M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.37B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.1B
3
Capital World Investors
3
Capital World Investors
California
$598M
4
Citadel Advisors
4
Citadel Advisors
Florida
$237M
5
Invesco
5
Invesco
Georgia
$710M

Top Sellers

1
Sanders Capital
1
Sanders Capital
Florida
$0
2
State Street
2
State Street
Massachusetts
$7.51B
3
Primecap Management
3
Primecap Management
California
$925M
4
Macquarie Group
4
Macquarie Group
Australia
$728M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$179M +$1.55M +8,529 +0.9%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$178M +$26.3M +144,723 +17%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$173M -$1.38M -7,573 -0.8%
KBC Group
54
KBC Group
Belgium
$159M -$3.83M -3,822 -2%
Principal Financial Group
55
Principal Financial Group
Iowa
$151M -$5.37M -29,525 -3%
ProShare Advisors
56
ProShare Advisors
Maryland
$150M -$14.7M -81,023 -9%
CWP
57
Capital Wealth Planning
Florida
$149M +$12.6M +65,812 +9%
Allianz Asset Management
58
Allianz Asset Management
Germany
$140M -$81.5M -447,564 -37%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$138M +$11.7M +64,445 +9%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$136M +$1.23M +6,759 +0.9%
APG Asset Management
61
APG Asset Management
Netherlands
$133M -$16.5M -110,895 -11%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$131M +$14.6M +80,159 +13%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$131M -$3.18M -17,444 -2%
Franklin Resources
64
Franklin Resources
California
$129M +$5.71M +31,386 +5%
Barclays
65
Barclays
United Kingdom
$124M -$31M -170,409 -20%
National Pension Service
66
National Pension Service
South Korea
$123M +$1.25M +6,894 +1%
Citigroup
67
Citigroup
New York
$118M +$13.3M +73,125 +13%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$118M +$68.1M +374,266 +136%
ORIO
69
Old Republic International (ORI)
Illinois
$103M – – –
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$101M -$243K -1,336 -0.2%
RJA
71
Raymond James & Associates
Florida
$98.8M +$7.5M +41,182 +8%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$98.4M +$3.28M +18,029 +3%
LPL Financial
73
LPL Financial
California
$96.9M +$4.37M +24,031 +5%
ATN
74
AMF Tjänstepension
Sweden
$96.1M -$50.5M -276,906 -34%
CAM
75
Congress Asset Management
Massachusetts
$93.4M +$1.81M +9,923 +2%
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