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Caterpillar
CAT

Overview Fund Activity

1,540 hedge funds and large institutions have $46B invested in Caterpillar in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 518 increasing their positions, 629 reducing their positions, and 94 closing their positions.

Holders
1,540
Holders Change
+55
Holders Change %
+3.7%
% of All Funds
31.66%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.35%
New
159
Increased
518
Reduced
629
Closed
94
Calls
$1.24B
Puts
$1.43B
Net Calls
-$190M
Net Calls Change
+$240M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$956M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$519M
3
Macquarie Group
3
Macquarie Group
Australia
$670M
4
BlackRock
4
BlackRock
New York
$4.54B
5
Citadel Advisors
5
Citadel Advisors
Florida
$130M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$563M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.94B
3
LSV Asset Management
3
LSV Asset Management
Illinois
$74.6M
4
Primecap Management
4
Primecap Management
California
$791M
5
Sanders Capital
5
Sanders Capital
Florida
$780M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.94B 46,935,970 -3,192,077 -6%
State Street
2
State Street
Massachusetts
$5.58B 44,137,153 -381,839 -0.9%
BlackRock
3
BlackRock
New York
$4.54B 35,907,749 +1,063,131 +3%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$2.43B 19,186,297 – –
Gates Foundation Trust
5
Gates Foundation Trust
Washington
$1.42B 11,260,857 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$964M 7,630,995 -56,197 -0.7%
Capital International Investors
7
Capital International Investors
California
$956M 7,554,656 +2,598,809 +52%
Northern Trust
8
Northern Trust
Illinois
$863M 6,825,848 +39,541 +0.6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$854M 6,751,886 +16,262 +0.2%
Primecap Management
10
Primecap Management
California
$791M 6,254,225 -1,538,201 -20%
Sanders Capital
11
Sanders Capital
Florida
$780M 6,166,565 -984,851 -14%
Fisher Asset Management
12
Fisher Asset Management
Washington
$734M 5,799,409 +190,262 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$713M 5,633,472 +833,509 +17%
Macquarie Group
14
Macquarie Group
Australia
$670M 5,295,844 +1,987,177 +60%
Norges Bank
15
Norges Bank
Norway
$579M 4,573,607 -321,310 -7%
Bank of America
16
Bank of America
North Carolina
$563M 4,448,356 -3,524,138 -44%
Morgan Stanley
17
Morgan Stanley
New York
$552M 4,362,550 +271,018 +7%
Capital Research Global Investors
18
Capital Research Global Investors
California
$519M 4,101,767 +2,156,253 +111%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$451M 3,562,491 -322,982 -8%
Legal & General Group
20
Legal & General Group
United Kingdom
$443M 3,503,704 +109,867 +3%
Invesco
21
Invesco
Georgia
$428M 3,384,114 -51,428 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$422M 3,336,492 -143,806 -4%
Harris Associates
23
Harris Associates
Illinois
$402M 3,174,534 -63,294 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$348M 2,752,282 +130,369 +5%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$330M 2,609,492 -48,220 -2%
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