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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 %
Stifel Financial
76
Stifel Financial
Missouri
$89.3M -$3.56M -19,556 -4%
MSV
77
MN Services Vermogensbeheer
Netherlands
$88.1M +$1.09M +6,000 +1%
FMI
78
Factory Mutual Insurance
Massachusetts
$87.3M +$1.22M +6,700 +1%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$85.5M +$6.25M +34,336 +8%
CWM
80
CIBC World Markets
New York
$82.7M +$32.6M +179,254 +65%
NSLI
81
Nan Shan Life Insurance
Taiwan
$82.3M -$4.88M -26,834 -6%
RCAMU
82
Rothschild & Co Asset Management US
Connecticut
$81.5M +$42.7M +234,686 +110%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$80.3M +$6.06M +33,275 +8%
Canada Life
84
Canada Life
Manitoba, Canada
$80M +$7.95M +43,692 +11%
PP
85
Prudential plc
United Kingdom
$79.5M -$4.49M -24,650 -5%
SO
86
STRS Ohio
Ohio
$78.2M -$996K -5,472 -1%
Prudential Financial
87
Prudential Financial
New Jersey
$77.5M -$3.51M -19,295 -4%
IP
88
Interval Partners
New York
$77.1M +$69.2M +380,221 +881%
AIM
89
Artemis Investment Management
United Kingdom
$75.6M +$16.6M +90,844 +28%
US Bancorp
90
US Bancorp
Minnesota
$75.5M +$534K +2,936 +0.7%
Victory Capital Management
91
Victory Capital Management
Texas
$75.3M +$2.16M +11,858 +3%
N
92
Natixis
France
$75.3M +$49.3M +270,714 +189%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$74.2M +$10.7M +58,994 +17%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$72.6M -$1.79M -9,808 -2%
ZIM
95
Zacks Investment Management
Illinois
$72.5M -$1.74M -9,543 -2%
Massachusetts Financial Services
96
Massachusetts Financial Services
Massachusetts
$71.9M +$15.3M +84,096 +27%
HighTower Advisors
97
HighTower Advisors
Illinois
$69.4M +$6.73M +37,006 +11%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$69.1M -$810K -4,450 -1%
Westfield Capital Management
99
Westfield Capital Management
Massachusetts
$68.4M -$8.28M -45,509 -11%
First Trust Advisors
100
First Trust Advisors
Illinois
$68.2M -$6.84M -37,579 -9%
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