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Caterpillar

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
201
Wesleyan Assurance Society
United Kingdom
$17.9M
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$17.6M +$125K +836 +0.7%
DnB Asset Management
203
DnB Asset Management
Norway
$17.5M -$798K -5,349 -4%
MSR
204
Main Street Research
Connecticut
$17.4M +$922K +6,180 +6%
American Century Companies
205
American Century Companies
Missouri
$17.4M +$5.25M +35,189 +43%
ABC
206
Associated Banc-Corp
Wisconsin
$17M +$427K +2,866 +3%
AAM
207
Advisors Asset Management
Colorado
$16.7M -$4.21M -28,213 -20%
ACM
208
Axel Capital Management
New York
$16.4M -$6.56M -44,000 -29%
William Blair & Company
209
William Blair & Company
Illinois
$16.2M +$956K +6,411 +6%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$15.9M -$299K -2,002 -2%
ZCM
211
Ziegler Capital Management
Illinois
$15.8M -$3.77M -25,271 -19%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$15.6M +$701K +4,703 +5%
Assenagon Asset Management
213
Assenagon Asset Management
Luxembourg
$15.6M +$6.88M +46,158 +79%
URS
214
Utah Retirement Systems
Utah
$15.5M +$104K +700 +0.7%
LCS
215
Levin Capital Strategies
New York
$15.3M -$912K -6,117 -6%
FRAF
216
Första AP-fonden
Sweden
$15.3M +$3.79M +25,400 +33%
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
$15.3M -$14.2M -95,140 -48%
BFS
218
Bradley Foster & Sargent
Connecticut
$15.3M +$15.3M +102,474 New
TPSF
219
Texas Permanent School Fund
Texas
$15.2M +$959K +6,427 +7%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$15.1M -$90.5K -607 -0.6%
BSA
221
Braun Stacey Associates
New York
$15.1M -$141K -945 -0.9%
CIA
222
Capital Investment Advisors
Georgia
$15.1M +$788K +5,285 +6%
Nomura Holdings
223
Nomura Holdings
Japan
$15.1M +$10.8M +73,209 +254%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$14.9M -$2.15M -14,402 -13%
CCM
225
Chilton Capital Management
Texas
$14.8M +$95.6K +641 +0.6%