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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 %
PP
76
Prudential plc
United Kingdom
$64.8M 511,900 -419,200 -45%
ATN
77
AMF Tjänstepension
Sweden
$64.1M 506,631 -65,251 -11%
LPL Financial
78
LPL Financial
California
$62M 490,081 +98,914 +25%
RJA
79
Raymond James & Associates
Florida
$61.6M 486,969 +3,121 +0.6%
Stifel Financial
80
Stifel Financial
Missouri
$60.8M 480,694 +12,808 +3%
Prudential Financial
81
Prudential Financial
New Jersey
$60.5M 478,436 -93,095 -16%
FMI
82
Factory Mutual Insurance
Massachusetts
$59.8M 472,800 – –
MSV
83
MN Services Vermogensbeheer
Netherlands
$59.3M 468,728 -21,300 -4%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$58.3M 463,026 -263,951 -36%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$57.3M 453,233 +7,424 +2%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$57.2M 452,246 -11,528 -2%
AQR Capital Management
87
AQR Capital Management
Connecticut
$57.1M 459,273 +30,824 +7%
SO
88
STRS Ohio
Ohio
$56.9M 449,862 -187,851 -29%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$56M 442,962 -34,678 -7%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$55.7M 440,031 +310,095 +239%
First Trust Advisors
91
First Trust Advisors
Illinois
$54.9M 434,234 -38,327 -8%
Renaissance Technologies
92
Renaissance Technologies
New York
$53.9M 426,400 +426,400 New
US Bancorp
93
US Bancorp
Minnesota
$52.6M 416,067 -24,042 -5%
Canada Life
94
Canada Life
Manitoba, Canada
$50.4M 399,780 +15,480 +4%
AA
95
ALPS Advisors
Colorado
$50M 395,000 – –
ZIM
96
Zacks Investment Management
Illinois
$49.7M 393,169 -13,134 -3%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$49.2M 389,202 +8,283 +2%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$47.7M 377,435 -31,462 -8%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$46.4M 367,047 +13,950 +4%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$46.3M 365,996 -43,300 -11%
2 3
4
5 6