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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$616M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$376M
3
Sanders Capital
3
Sanders Capital
Florida
$851M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$147M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$384M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$205M
2
Capital World Investors
2
Capital World Investors
California
$433M
3
Citadel Advisors
3
Citadel Advisors
Florida
$111M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$290M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Aperio Group
California
$52.3M -$838K -6,151 -2%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$52M +$23.1M +338,277 +80%
Man Group
103
Man Group
United Kingdom
$49.9M +$46.8M +343,689 +1,541%
KBC Group
104
KBC Group
Belgium
$48.5M -$2.47M -18,134 -5%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$47.3M -$1.49M -10,920 -3%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$47M +$1.64M +12,011 +4%
First Trust Advisors
107
First Trust Advisors
Illinois
$46.6M +$1.24M +9,073 +3%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.3M -$4.37M -32,083 -9%
Asset Management One
109
Asset Management One
Japan
$45.6M +$2.81M +20,611 +7%
GIA
110
Gateway Investment Advisers
Ohio
$45.3M -$5.57M -40,901 -11%
Calamos Advisors
111
Calamos Advisors
Illinois
$45.3M +$998K +7,323 +2%
USAA
112
United Services Automobile Association
Texas
$44.6M +$5.23M +38,371 +13%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$44.6M -$15M -110,063 -25%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$44.6M +$5.95M +43,673 +15%
Citigroup
115
Citigroup
New York
$43.9M -$5.19M -38,111 -11%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$42.9M +$14.6M +107,274 +52%
Axa
117
Axa
France
$42.4M +$7.71M +56,600 +22%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$42.2M -$1.67M -12,279 -4%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$41.8M +$31.4M +230,341 +302%
MMH
120
Menora Mivtachim Holdings
Israel
$41.6M – – –
MSE
121
MUFG Securities EMEA
United Kingdom
$41.1M -$61.7M -452,792 -60%
SIM
122
Sadoff Investment Management
Wisconsin
$41.1M +$110K +810 +0.3%
TAM
123
Tocqueville Asset Management
New York
$40.9M +$720K +5,283 +2%
MSV
124
MN Services Vermogensbeheer
Netherlands
$40.2M -$4.67M -34,300 -10%
RHBC
125
R.H. Bluestein & Co
Michigan
$40.1M +$107K +782 +0.3%
3 4
5
6 7