CAT icon

Caterpillar
CAT

Overview Fund Activity

1,529 hedge funds and large institutions have $60.8B invested in Caterpillar in 2018 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 552 increasing their positions, 553 reducing their positions, and 99 closing their positions.

Holders
1,529
Holders Change
+18
Holders Change %
+1.19%
% of All Funds
35.01%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.73%
New
129
Increased
552
Reduced
553
Closed
99
Calls
$1.92B
Puts
$2.01B
Net Calls
-$87.3M
Net Calls Change
+$395M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$600M
2
Ameriprise
2
Ameriprise
Minnesota
$427M
3
SCM
3
Suvretta Capital Management
New York
$194M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$322M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.07B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$2.49B
3
Citadel Advisors
3
Citadel Advisors
Florida
$267M
4
Deutsche Bank
4
Deutsche Bank
Germany
$338M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.6B 49,811,616 +534,451 +1%
State Street
2
State Street
Massachusetts
$7.2B 47,210,370 +508,364 +1%
BlackRock
3
BlackRock
New York
$5.41B 35,455,948 -122,704 -0.3%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$3.2B 21,017,733 – –
Capital World Investors
5
Capital World Investors
California
$2.49B 16,349,074 -2,073,266 -11%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$1.72B 11,260,857 – –
Primecap Management
7
Primecap Management
California
$1.43B 9,391,789 -59,375 -0.6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.15B 7,569,979 -4,393,572 -37%
Northern Trust
9
Northern Trust
Illinois
$1.1B 7,244,547 -93,392 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.07B 7,035,412 +1,004,750 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.02B 6,701,388 +22,496 +0.3%
Jennison Associates
12
Jennison Associates
New York
$857M 5,617,710 -824,901 -13%
Norges Bank
13
Norges Bank
Norway
$791M 5,185,230 +26,316 +0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$772M 5,064,279 -63,117 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$652M 4,274,305 -415,882 -9%
Bank of America
16
Bank of America
North Carolina
$614M 4,028,663 -137,008 -3%
Morgan Stanley
17
Morgan Stanley
New York
$610M 4,001,534 +534,061 +15%
Capital Research Global Investors
18
Capital Research Global Investors
California
$600M 3,934,537 +2,924,169 +289%
TCIM
19
TIAA CREF Investment Management
New York
$567M 3,721,095 -257,562 -6%
Goldman Sachs
20
Goldman Sachs
New York
$485M 3,181,341 -558,277 -15%
Wells Fargo
21
Wells Fargo
California
$466M 3,054,221 +404,298 +15%
Ameriprise
22
Ameriprise
Minnesota
$427M 2,750,128 +1,991,380 +262%
UBS AM
23
UBS AM
Illinois
$410M 2,689,147 +414,128 +18%
Allianz Asset Management
24
Allianz Asset Management
Germany
$393M 2,575,912 +165,805 +7%
Legal & General Group
25
Legal & General Group
United Kingdom
$392M 2,568,787 +50,694 +2%
1
2 3 4 5