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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 Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$59.1M -$28.4M -245,138 -33%
MSV
77
MN Services Vermogensbeheer
Netherlands
$56.9M -$3.97M -34,200 -7%
RJA
78
Raymond James & Associates
Florida
$56.1M -$1.4M -12,040 -2%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$55.8M +$6.45M +55,542 +13%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$55.4M +$805K +6,933 +1%
FMI
81
Factory Mutual Insurance
Massachusetts
$54.9M +$2.15M +18,500 +4%
First Trust Advisors
82
First Trust Advisors
Illinois
$54.8M +$9.93M +85,533 +22%
Stifel Financial
83
Stifel Financial
Missouri
$54.3M -$3.36M -28,974 -6%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$53.8M +$6.61K +57 +0%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$51.7M -$8.46M -72,941 -14%
US Bancorp
86
US Bancorp
Minnesota
$51.1M -$703K -6,060 -1%
AQR Capital Management
87
AQR Capital Management
Connecticut
$49.7M -$19.1M -164,808 -28%
N
88
Natixis
France
$48.5M +$42M +361,674 +645%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$47.5M -$3.26M -28,082 -6%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$47.4M – – –
ZIM
91
Zacks Investment Management
Illinois
$47.1M -$58.6K -505 -0.1%
AA
92
ALPS Advisors
Colorado
$45.8M -$307K -2,647 -0.7%
LPL Financial
93
LPL Financial
California
$45.4M -$129K -1,112 -0.3%
Canada Life
94
Canada Life
Manitoba, Canada
$44.8M -$371K -3,180 -0.8%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$44.7M -$460K -3,966 -1%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$44.2M +$5.43M +46,828 +14%
AG
97
Aperio Group
California
$42.6M -$1.11M -9,550 -3%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$41M -$1.27M -10,969 -3%
NSLI
99
Nan Shan Life Insurance
Taiwan
$40M +$6.96M +60,000 +21%
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$40M +$2.15M +18,565 +6%
2 3
4
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