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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$156M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$101M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$76.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$449M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.62B
2
EVM
2
Eaton Vance Management
Massachusetts
$153M
3
Goldman Sachs
3
Goldman Sachs
New York
$507M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$636M
5
TCIM
5
TIAA CREF Investment Management
New York
$540M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B 49,277,165 +876,706 +2%
State Street
2
State Street
Massachusetts
$6.34B 46,702,006 -515,699 -1%
BlackRock
3
BlackRock
New York
$4.83B 35,578,652 -631,258 -2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$2.85B 21,017,733 – –
Capital World Investors
5
Capital World Investors
California
$2.5B 18,422,340 +41,625 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.62B 11,963,551 -1,544,590 -11%
Gates Foundation Trust
7
Gates Foundation Trust
Washington
$1.53B 11,260,857 – –
Primecap Management
8
Primecap Management
California
$1.28B 9,451,164 -34,511 -0.4%
Northern Trust
9
Northern Trust
Illinois
$996M 7,337,939 -76,408 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$904M 6,678,892 +152,892 +2%
Jennison Associates
11
Jennison Associates
New York
$874M 6,442,611 +327,470 +5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$818M 6,030,662 +290,743 +5%
Norges Bank
13
Norges Bank
Norway
$700M 5,158,914 +201,753 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$696M 5,127,396 -52,730 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$636M 4,690,187 -874,720 -16%
Bank of America
16
Bank of America
North Carolina
$565M 4,165,671 +242,200 +6%
TCIM
17
TIAA CREF Investment Management
New York
$540M 3,978,657 -792,830 -17%
Goldman Sachs
18
Goldman Sachs
New York
$507M 3,739,618 -1,122,623 -23%
Deutsche Bank
19
Deutsche Bank
Germany
$495M 3,650,249 -401,721 -10%
Morgan Stanley
20
Morgan Stanley
New York
$470M 3,467,473 -299,759 -8%
Citadel Advisors
21
Citadel Advisors
Florida
$449M 3,307,339 +555,272 +20%
Wells Fargo
22
Wells Fargo
California
$360M 2,649,923 -136,549 -5%
ClearBridge Investments
23
ClearBridge Investments
New York
$343M 2,528,308 +411,858 +19%
Legal & General Group
24
Legal & General Group
United Kingdom
$342M 2,518,093 -133,788 -5%
Allianz Asset Management
25
Allianz Asset Management
Germany
$327M 2,410,107 +421,786 +21%
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