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Caterpillar

1,891 hedge funds and large institutions have $68.6B invested in Caterpillar in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 700 increasing their positions, 610 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 319 | Existing positions closed: 63

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $55.5B → $68.6B (+$13.1B)

15% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 610

14% more funds holding

Funds holding: 1,6571,891 (+234)

0.58% more ownership

Funds ownership: 68.74%69.32% (+0.58%)

15% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $2.1B

Holders
1,891
Holders Change
+234
Holders Change %
+14.12%
% of All Funds
33.46%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
319
Increased
700
Reduced
610
Closed
63
Calls
$1.78B
Puts
$2.1B
Net Calls
-$317M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.41B -$24.3M -143,289 -0.3%
State Street
2
State Street
Massachusetts
$7.51B -$300M -1,766,690 -4%
BlackRock
3
BlackRock
New York
$6.48B +$8.27M +48,757 +0.1%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$3.49B
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.37B +$1.15B +6,803,900 +109%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$2.05B
Capital International Investors
7
Capital International Investors
California
$1.47B +$13.7M +81,067 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.47B +$57.9M +341,508 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.32B -$18.2M -107,348 -1%
Northern Trust
10
Northern Trust
Illinois
$1.22B -$9.65M -56,883 -0.8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$1.13B +$33M +194,728 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.1B +$303M +1,788,783 +42%
Capital Research Global Investors
13
Capital Research Global Investors
California
$974M +$74.2M +437,643 +9%
Primecap Management
14
Primecap Management
California
$925M -$129M -759,940 -13%
Morgan Stanley
15
Morgan Stanley
New York
$886M +$88M +519,151 +12%
Norges Bank
16
Norges Bank
Norway
$879M -$20.2M -118,993 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$853M -$61.6M -363,486 -7%
Bank of America
18
Bank of America
North Carolina
$760M -$103M -610,226 -13%
Macquarie Group
19
Macquarie Group
Australia
$728M -$120M -709,305 -15%
Invesco
20
Invesco
Georgia
$710M +$140M +824,007 +27%
N
21
Nuveen
North Carolina
$708M -$52.3M -308,358 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$632M +$15.2M +89,770 +3%
AAMU
23
Amundi Asset Management US
Massachusetts
$627M +$113M +665,237 +24%
Capital World Investors
24
Capital World Investors
California
$598M +$300M +1,767,284 +116%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$595M +$35.3M +208,412 +7%

CAT Hedge Fund Activity: Q4 2020 in Review

1,891 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q4 2020, worth a combined $68.6B — up 24% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 319 funds opened new CAT positions and 63 closed out — a net gain of 256 holders — while 700 added to existing stakes and 610 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.15B. The largest seller was Sanders Capital, exiting entirely with an estimated $937M sold.

  • 1,891 institutional investors held Caterpillar (CAT) as of Q4 2020, up from 1,657 in Q3 2020.
  • Funds reported $68.6B of Caterpillar stock for Q4 2020, up 24% quarter-over-quarter.
  • 319 funds opened new Caterpillar positions in Q4 2020 and 63 closed out, a net change of +256 holders.
  • The largest Caterpillar buyer in Q4 2020 was T. Rowe Price Associates, an estimated $1.15B added.
  • The largest Caterpillar seller in Q4 2020 was Sanders Capital, an estimated $937M sold.

Based on aggregated 13F filings for Q4 2020.