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Caterpillar
CAT

Overview Fund Activity

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$930M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$162M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$631M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$733M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.41B
2
Goldman Sachs
2
Goldman Sachs
New York
$219M
3
Citadel Advisors
3
Citadel Advisors
Florida
$30.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.91B
5
Macquarie Group
5
Macquarie Group
Australia
$703M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Congress Asset Management
Massachusetts
$75M 503,012 +500,352 +18,810%
RJA
77
Raymond James & Associates
Florida
$74.8M 501,715 +14,746 +3%
NSLI
78
Nan Shan Life Insurance
Taiwan
$71.4M 479,009 +131,009 +38%
MSV
79
MN Services Vermogensbeheer
Netherlands
$71.3M 478,128 +9,400 +2%
FMI
80
Factory Mutual Insurance
Massachusetts
$70.5M 472,800 – –
PP
81
Prudential plc
United Kingdom
$68.8M 461,300 -50,600 -10%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$68.3M 460,215 -2,811 -0.6%
Prudential Financial
83
Prudential Financial
New Jersey
$66.4M 445,261 -33,175 -7%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$65.1M 436,713 -16,520 -4%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$64.9M 435,401 -16,845 -4%
SO
86
STRS Ohio
Ohio
$64.9M 435,178 -14,684 -3%
Westfield Capital Management
87
Westfield Capital Management
Massachusetts
$62.8M 421,316 +421,316 New
First Trust Advisors
88
First Trust Advisors
Illinois
$61.5M 412,317 -21,917 -5%
US Bancorp
89
US Bancorp
Minnesota
$61.4M 411,580 -4,487 -1%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$61M 408,688 -34,274 -8%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$60.9M 408,137 +93,449 +30%
ZIM
92
Zacks Investment Management
Illinois
$60.8M 407,838 +14,669 +4%
Victory Capital Management
93
Victory Capital Management
Texas
$59.9M 401,814 +48,872 +14%
Canada Life
94
Canada Life
Manitoba, Canada
$59M 396,064 -3,716 -0.9%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$57.3M 384,166 -5,036 -1%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$57.1M 382,700 +18,092 +5%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$53.2M 356,980 -20,455 -5%
VanEck Associates
98
VanEck Associates
New York
$52.7M 353,237 -390,440 -53%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$52.4M 351,046 -16,001 -4%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$52M 348,908 -17,088 -5%
2 3
4
5 6