CAT icon

Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$659M
2
EA
2
Emerald Acquisition
Washington
$77.1M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.68B
5
Deutsche Bank
5
Deutsche Bank
Germany
$168M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Harris Associates
3
Harris Associates
Illinois
$1.05B
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
5
Tide Point Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$4.22B 55,633,824 -1,372,680 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.68B 35,404,617 +832,572 +2%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.59B 21,017,733 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.26B 16,596,856 +218,191 +1%
Capital World Investors
5
Capital World Investors
California
$1.19B 15,674,187 +10,980 +0.1%
BIT
6
BlackRock Institutional Trust
California
$1.12B 14,732,876 -320,130 -2%
Harris Associates
7
Harris Associates
Illinois
$1.05B 13,835,695 -1,308,505 -9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.05B 13,803,004 +362,311 +3%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$854M 11,260,857 – –
Invesco
10
Invesco
Georgia
$793M 10,460,044 +326,043 +3%
BFA
11
BlackRock Fund Advisors
California
$768M 10,129,304 +299,454 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$713M 9,403,854 -197,829 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$659M 8,698,110 +6,557,618 +306%
Franklin Resources
14
Franklin Resources
California
$640M 8,446,657 -237,981 -3%
Northern Trust
15
Northern Trust
Illinois
$518M 6,836,788 -44,412 -0.6%
Primecap Management
16
Primecap Management
California
$491M 6,470,251 +251,002 +4%
AIG
17
American International Group
New York
$428M 5,646,679 +197,164 +4%
Morgan Stanley
18
Morgan Stanley
New York
$376M 4,963,221 +321,486 +7%
BG
19
BlackRock Group
United Kingdom
$361M 4,757,346 +97,030 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$357M 4,719,191 -37,341 -0.8%
Bank of America
21
Bank of America
North Carolina
$337M 4,448,685 -147,206 -3%
Norges Bank
22
Norges Bank
Norway
$316M 4,164,937 +393,382 +10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$280M 3,696,204 -99,493 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$213M 2,813,425 +114,792 +4%
Wells Fargo
25
Wells Fargo
California
$202M 2,658,182 -124,017 -4%
1
2 3 4 5