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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 %
IG
251
ING Group
Netherlands
$5.83M -$3.13M -41,330 -35%
BHWM
252
Bar Harbor Wealth Management
New Hampshire
$5.81M -$45.1K -595 -0.8%
SIA
253
SeaBridge Investment Advisors
New Jersey
$5.75M -$8.72K -115 -0.2%
IRF
254
IBM Retirement Fund
New York
$5.73M -$377K -4,828 -6%
RW
255
Rand Wealth
Maryland
$5.66M +$266K +3,507 +5%
WT
256
Whittier Trust
California
$5.65M -$323K -4,266 -5%
WSTAM
257
Wilbanks Smith & Thomas Asset Management
Virginia
$5.64M +$78.8K +1,040 +1%
CTC
258
Central Trust Company
Missouri
$5.55M +$92.7K +1,223 +2%
FCI
259
Financial Counselors Inc
Kansas
$5.49M -$45.4K -599 -0.8%
WF
260
Welch & Forbes
Massachusetts
$5.43M -$255K -3,368 -4%
DC
261
Deere & Company
Illinois
$5.36M -$324K -4,276 -6%
ACM
262
Azimuth Capital Management
Michigan
$5.33M +$76.2K +1,005 +1%
HC
263
Hourglass Capital
Texas
$5.32M +$98.6K +1,300 +2%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$5.3M +$4.47M +59,020 +539%
BNP Paribas Asset Management
265
BNP Paribas Asset Management
France
$5.27M -$441K -5,811 -8%
PA
266
Pinnacle Associates
New York
$5.26M -$149K -1,968 -3%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$5.23M -$225K -2,966 -4%
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$5.16M +$273K +3,600 +6%
MOACM
269
Mutual of America Capital Management
New York
$5.15M +$176K +2,317 +4%
AAF
270
Andra AP-fonden
Sweden
$5.13M -$644K -8,500 -11%
HNB
271
Huntington National Bank
Ohio
$5.12M -$2.25M -29,697 -31%
CSIC
272
Clifford Swan Investment Counsel
California
$5.1M +$633K +8,350 +14%
HIM
273
Hanlon Investment Management
New Jersey
$5.07M -$3.36M -44,357 -40%
Calamos Advisors
274
Calamos Advisors
Illinois
$5.06M +$1.9K +25 +0%
RCG
275
Ruane, Cunniff & Goldfarb
New York
$4.96M -$222K -2,924 -4%
9 10
11
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