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Caterpillar
CAT

Overview Fund Activity

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$1.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.11B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$197M
5
Jennison Associates
5
Jennison Associates
New York
$117M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$629M
3
Harris Associates
3
Harris Associates
Illinois
$727M
4
Invesco
4
Invesco
Georgia
$828M
5
State Street
5
State Street
Massachusetts
$5.47B
Name Market Value Shares Shares
Change 		Shares
Change %
IGIM
76
I.G. Investment Management
Manitoba, Canada
$65.2M 606,400 +606,400 New
CWM
77
CIBC World Markets
New York
$64.2M 597,595 -678,870 -53%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$62M 576,519 +365,890 +174%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$59.7M 556,005 +267,667 +93%
Capital International Investors
80
Capital International Investors
California
$59.7M 555,800 – –
GAM
81
Gotham Asset Management
New York
$55.5M 516,649 +123,162 +31%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$55.3M 514,173 +1,451 +0.3%
SWITC
83
Stewart West Indies Trading Company
Colorado
$53.6M 498,700 – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$53.4M 497,379 -85,400 -15%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$52.5M 488,156 +2,160 +0.4%
US Bancorp
86
US Bancorp
Minnesota
$51.7M 480,935 -2,602 -0.5%
Barclays
87
Barclays
United Kingdom
$51M 474,996 -138,602 -23%
National Pension Service
88
National Pension Service
South Korea
$50.1M 473,823 +39,272 +9%
GC
89
Guggenheim Capital
Illinois
$49.6M 461,478 -20,997 -4%
Stifel Financial
90
Stifel Financial
Missouri
$49M 456,577 +92,737 +25%
LHC
91
Lodge Hill Capital
New York
$48.9M 455,000 +455,000 New
AA
92
ALPS Advisors
Colorado
$47.8M 444,422 -65,865 -13%
Canada Life
93
Canada Life
Manitoba, Canada
$46.7M 434,722 -33,145 -7%
ATN
94
AMF Tjänstepension
Sweden
$46.3M 498,912 – –
Alyeska Investment Group
95
Alyeska Investment Group
Illinois
$45.5M 423,854 -127,095 -23%
GIA
96
Gateway Investment Advisers
Ohio
$44.7M 416,280 -83,636 -17%
BAPIM
97
British Airways Pensions Investment Management
United Kingdom
$43.2M 402,445 +69,096 +21%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$43M 400,209 -447,479 -53%
SB
99
Suntrust Banks
Georgia
$43M 399,898 -16,093 -4%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$42.9M 399,320 -241,719 -38%
2 3
4
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