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Caterpillar
CAT

Overview Fund Activity

1,504 hedge funds and large institutions have $59.8B invested in Caterpillar in 2018 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 558 increasing their positions, 597 reducing their positions, and 111 closing their positions.

Holders
1,504
Holders Change
+23
Holders Change %
+1.55%
% of All Funds
34.52%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
1.03%
New
148
Increased
558
Reduced
597
Closed
111
Calls
$1.47B
Puts
$2.48B
Net Calls
-$1.01B
Net Calls Change
+$387M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.13B
2
Deutsche Bank
2
Deutsche Bank
Germany
$597M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$846M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$312M
5
EVM
5
Eaton Vance Management
Massachusetts
$375M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$820M
2
Franklin Resources
2
Franklin Resources
California
$92M
3
Harris Associates
3
Harris Associates
Illinois
$385M
4
Capital World Investors
4
Capital World Investors
California
$2.71B
5
State Street
5
State Street
Massachusetts
$6.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.4M -$2.8M -18,975 -5%
PI
102
Putnam Investments
Massachusetts
$55.6M +$10.8M +73,033 +24%
ABC
103
Anchor Bolt Capital
Illinois
$55.6M -$30.8M -208,904 -36%
GIA
104
Gateway Investment Advisers
Ohio
$55.2M -$1.24M -8,421 -2%
FAM
105
Fred Alger Management
New York
$55.2M -$41.3M -280,546 -43%
Renaissance Technologies
106
Renaissance Technologies
New York
$55.1M +$52.1M +353,800 +1,769%
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$53.2M -$5.05M -34,242 -9%
First Trust Advisors
108
First Trust Advisors
Illinois
$51.5M +$2.59M +17,599 +5%
SB
109
Suntrust Banks
Georgia
$51.5M +$1.78M +12,057 +4%
Federated Hermes
110
Federated Hermes
Pennsylvania
$50.9M -$9.26M -62,844 -15%
GC
111
Guggenheim Capital
Illinois
$50.6M -$9.17M -62,192 -15%
ASC
112
Atalanta Sosnoff Capital
New York
$50.2M +$3.66M +24,822 +8%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$49.4M -$546K -3,704 -1%
ProShare Advisors
114
ProShare Advisors
Maryland
$49.2M +$6.06M +41,105 +14%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$48M -$3.87M -26,279 -7%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$47.7M +$9.71M +65,929 +26%
SAM
117
Scopus Asset Management
New York
$47.2M -$18.4M -124,680 -28%
AG
118
Aperio Group
California
$45.7M +$1.47M +9,958 +3%
Citigroup
119
Citigroup
New York
$45.2M -$104M -704,388 -70%
Nomura Asset Management
120
Nomura Asset Management
Japan
$45.1M +$28.2M +191,242 +166%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$44.6M -$1.18M -8,010 -3%
SIM
122
Sadoff Investment Management
Wisconsin
$44.5M +$532K +3,610 +1%
LPL Financial
123
LPL Financial
California
$44.5M +$6.98M +47,332 +19%
SO
124
STRS Ohio
Ohio
$44.5M -$717K -4,864 -2%
IG
125
ING Group
Netherlands
$44.1M +$9.01M +61,146 +26%
3 4
5
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