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Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$659M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.68B
4
Deutsche Bank
Deutsche Bank
Germany
$168M
5
Norges Bank
Norges Bank
Norway
$316M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
State Street
Massachusetts
$4.22B
3
Harris Associates
Harris Associates
Illinois
$1.05B
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
Tide Point Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOR
226
Community Bank of Raymore
Missouri
$6.91M -$107K -1,410 -2%
GH
227
GAM Holding
Switzerland
$6.85M +$577K +7,612 +9%
SIRP
228
Shelter Insurance Retirement Plan
Missouri
$6.76M – – –
Creative Planning
229
Creative Planning
Kansas
$6.75M +$384K +5,069 +6%
FBA
230
Front Barnett Associates
Illinois
$6.74M -$6.97K -92 -0.1%
O
231
OppenheimerFunds
New York
$6.73M +$6.73M +88,711 New
GG
232
Gofen & Glossberg
Illinois
$6.65M -$281K -3,701 -4%
CCC
233
Chelsea Counsel Company
California
$6.54M -$1.57M -20,712 -19%
CIC
234
Cutler Investment Counsel
Oregon
$6.49M +$117K +1,549 +2%
MIM
235
Marco Investment Management
Georgia
$6.47M +$17.7K +233 +0.3%
JHIU
236
Janus Henderson Investors US
Colorado
$6.37M -$115K -1,518 -2%
CCM
237
Cadence Capital Management
Massachusetts
$6.3M -$7.65M -100,911 -55%
AAA
238
Adams Asset Advisors
Texas
$6.25M +$501K +6,608 +9%
MNA
239
Manning & Napier Advisors
New York
$6.18M -$58.2K -768 -0.9%
Loomis, Sayles & Company
240
Loomis, Sayles & Company
Massachusetts
$6.16M +$6.12M +80,730 +14,599%
ZIG
241
Zurich Insurance Group
Switzerland
$6.1M -$3.04M -40,101 -33%
Bessemer Group
242
Bessemer Group
New Jersey
$6.06M -$25.9K -342 -0.4%
IIM
243
Intact Investment Management
Quebec, Canada
$6.05M +$470K +6,200 +8%
TCM
244
Tufton Capital Management
Maryland
$6.05M -$171K -2,261 -3%
BCM
245
Birmingham Capital Management
Alabama
$6.01M -$688K -9,075 -10%
GA
246
GFS Advisors
Texas
$6.01M +$1.13M +14,915 +23%
AG
247
Advisor Group
Arizona
$6.01M +$6.01M +79,260 New
MSA
248
Mason Street Advisors
Wisconsin
$5.96M +$81.7K +1,078 +1%
William Blair & Company
249
William Blair & Company
Illinois
$5.95M -$1.47M -19,390 -20%
GIA
250
Granite Investment Advisors
New Hampshire
$5.88M -$36K -475 -0.6%
8 9
10
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