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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 %
RJA
101
Raymond James & Associates
Florida
$42.8M 398,623 -42,047 -10%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$42.8M 398,445 +398,445 New
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.2M 392,347 +15,499 +4%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$41M 381,405 -36,681 -9%
CCMH
105
Cornerstone Capital Management Holdings
New York
$40.5M 377,099 +257,307 +215%
TAM
106
Tocqueville Asset Management
New York
$39.8M 369,990 +2,737 +0.7%
Aviva
107
Aviva
United Kingdom
$38.8M 361,279 +260 +0.1%
AQR Capital Management
108
AQR Capital Management
Connecticut
$38.3M 356,385 +276,238 +345%
RHBC
109
R.H. Bluestein & Co
Michigan
$36.6M 340,352 +15,091 +5%
BCIM
110
British Columbia Investment Management
British Columbia, Canada
$36M 335,205 +12,094 +4%
ELC
111
Edgar Lomax Company
Virginia
$35.6M 331,594 -9,675 -3%
HighTower Advisors
112
HighTower Advisors
Illinois
$35.1M 327,012 +9,694 +3%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$35M 325,740 +4,870 +2%
USAA
114
United Services Automobile Association
Texas
$34.6M 321,874 +2,614 +0.8%
SO
115
STRS Ohio
Ohio
$33.9M 315,249 -11,891 -4%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$33.7M 319,613 -7,500 -2%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$32.9M 306,305 +16,768 +6%
MWNA
118
Marshall Wace North America
New York
$32.5M 303,975 -260,488 -46%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$32.2M 299,425 +9,018 +3%
Calamos Advisors
120
Calamos Advisors
Illinois
$31.7M 295,362 +1,903 +0.6%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$30.5M 283,901 -395,521 -58%
PAM
122
Panagora Asset Management
Massachusetts
$30M 279,424 +260,989 +1,416%
MG
123
Markel Group
Virginia
$29.9M 278,000 – –
ASC
124
Atalanta Sosnoff Capital
New York
$29.6M 275,119 -143,161 -34%
AG
125
Aperio Group
California
$29.5M 274,460 +25,541 +10%
3 4
5
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