CAT icon

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 %
CTB
151
Country Trust Bank
Illinois
$19.8M 184,449 +40 +0%
AAM
152
Aberdeen Asset Management
United Kingdom
$19.7M 183,126 +30,307 +20%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$19.5M 181,490 +273 +0.2%
NIPH
154
NN Investment Partners Holdings
Netherlands
$19.2M 178,298 -164,560 -48%
EDRH
155
Edmond de Rothschild Holding
Switzerland
$18.3M 170,587 +1,072 +0.6%
M&T Bank
156
M&T Bank
New York
$18.2M 168,935 -1,403 -0.8%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$18.1M 168,930 +7,517 +5%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$17.9M 166,704 +585 +0.4%
TPSF
159
Texas Permanent School Fund
Texas
$17.8M 165,536 -5,826 -3%
N
160
Natixis
France
$17.7M 164,312 +54,519 +50%
O
161
OppenheimerFunds
New York
$17.5M 162,723 +69,009 +74%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$17.5M 162,625 -47,907 -23%
NPA
163
Nichols & Pratt Advisers
Massachusetts
$17.4M 162,200 -5,004 -3%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$17.4M 162,043 +22,721 +16%
PI
165
Putnam Investments
Massachusetts
$17.1M 158,784 +147,484 +1,305%
Fidelity International
166
Fidelity International
Bermuda
$16.9M 157,413 -117,736 -43%
UCFA
167
United Capital Financial Advisors
Texas
$16.8M 156,645 +2,711 +2%
Comerica Bank
168
Comerica Bank
Texas
$16.7M 154,631 -2,827 -2%
SAM
169
Shell Asset Management
Netherlands
$16.6M 154,616 -10,270 -6%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$16.5M 153,680 -14,544 -9%
SEI Investments
171
SEI Investments
Pennsylvania
$16.5M 153,332 +16,806 +12%
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$16.3M 151,474 -100,814 -40%
DF
173
Donoghue Forlines
Massachusetts
$16M 149,232 +149,232 New
CEP
174
Chicago Equity Partners
Illinois
$16M 148,710 +148,710 New
CWP
175
Capital Wealth Planning
Florida
$15.9M 148,073 +140,801 +1,936%
5 6
7
8 9