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Caterpillar

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$7.74B 49,126,503 -148,038 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.8B 43,138,149 +916,750 +2%
BlackRock
3
BlackRock
New York
$5.92B 37,565,629 +2,297,750 +7%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$3.31B 21,017,733
Capital World Investors
5
Capital World Investors
California
$3.27B 20,741,922 -136,781 -0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.48B 15,706,405 -3,512,191 -18%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.28B 14,471,316 -225,978 -2%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$1.77B 11,260,857
Primecap Management
9
Primecap Management
California
$1.51B 9,578,329 -65,954 -0.7%
Northern Trust
10
Northern Trust
Illinois
$1.18B 7,457,069 -73,655 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$977M 6,212,261 +323,920 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$968M 6,142,812 -674,590 -10%
Jennison Associates
13
Jennison Associates
New York
$938M 5,951,370 +3,324,051 +127%
Norges Bank
14
Norges Bank
Norway
$802M 5,087,334 +560,000 +12%
Harris Associates
15
Harris Associates
Illinois
$792M 5,024,562 -334,785 -6%
Goldman Sachs
16
Goldman Sachs
New York
$725M 4,598,949 +252,129 +6%
Morgan Stanley
17
Morgan Stanley
New York
$693M 4,397,491 -480,466 -10%
TCIM
18
TIAA CREF Investment Management
New York
$636M 4,035,424 +607,875 +18%
Bank of America
19
Bank of America
North Carolina
$586M 3,717,054 -279,316 -7%
Franklin Resources
20
Franklin Resources
California
$575M 3,649,788 -773,772 -17%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$567M 3,598,981 +1,869,228 +108%
Legal & General Group
22
Legal & General Group
United Kingdom
$450M 2,853,829 -102,087 -3%
Wells Fargo
23
Wells Fargo
California
$423M 2,682,511 +304,933 +13%
Invesco
24
Invesco
Georgia
$385M 2,444,383 -1,101,217 -31%
Charles Schwab
25
Charles Schwab
California
$370M 2,346,538 +169,795 +8%