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Caterpillar
CAT

Overview Fund Activity

1,083 hedge funds and large institutions have $30.6B invested in Caterpillar in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 414 increasing their positions, 410 reducing their positions, and 69 closing their positions.

Holders
1,083
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
28.9%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.45%
New
102
Increased
414
Reduced
410
Closed
69
Calls
$1.02B
Puts
$1.65B
Net Calls
-$621M
Net Calls Change
+$433M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$752M
2
Invesco
2
Invesco
Georgia
$776M
3
Norges Bank
3
Norges Bank
Norway
$289M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.25B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$43.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.2B
2
ACM
2
Americafirst Capital Management
California
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$6.27M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.65B
5
Harris Associates
5
Harris Associates
Illinois
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
276
Brown Advisory
Maryland
$5.14M 67,172 +15,197 +29%
DCM
277
Dupont Capital Management
Delaware
$5.13M 67,002 -5,428 -7%
FT
278
Fiduciary Trust
Massachusetts
$5.13M 66,995 +353 +0.5%
Calamos Advisors
279
Calamos Advisors
Illinois
$5.11M 66,738 +1,404 +2%
DIA
280
Davidson Investment Advisors
Montana
$5.1M 66,628 +3,243 +5%
OC
281
Oppenheimer & Co
New York
$5.04M 65,847 -35,798 -35%
Squarepoint
282
Squarepoint
New York
$5.04M 65,783 +14,927 +29%
MOACM
283
Mutual of America Capital Management
New York
$5.02M 65,562 +587 +0.9%
SEI Investments
284
SEI Investments
Pennsylvania
$4.97M 64,899 +44,942 +225%
NMERB
285
New Mexico Educational Retirement Board
New Mexico
$4.93M 64,402 -1,000 -2%
GA
286
GFS Advisors
Texas
$4.93M 64,350 +6,670 +12%
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$4.92M 64,287 -30,387 -32%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$4.87M 63,617 +2,463 +4%
BG
289
Bollard Group
Massachusetts
$4.84M 63,229 +575 +0.9%
AC
290
AFAM Capital
Texas
$4.73M 61,856 -657 -1%
DAM
291
Delta Asset Management
Tennessee
$4.71M 61,562 +481 +0.8%
WAM
292
World Asset Management
Michigan
$4.6M 60,066 -6,022 -9%
BC
293
Blackhill Capital
New Jersey
$4.59M 60,005 – –
PPCM
294
Pillar Pacific Capital Management
California
$4.59M 59,940 +11,064 +23%
AIC
295
Argus Investors Counsel
New York
$4.58M 59,840 – –
LDB
296
Lee, Danner & Bass
Tennessee
$4.58M 58,957 -6,307 -10%
DC
297
Davenport & Co
Virginia
$4.58M 59,786 -327 -0.5%
B
298
Barings
North Carolina
$4.57M 59,705 +54,400 +1,025%
GG
299
Greenwood Gearhart
Arkansas
$4.56M 59,584 +5,015 +9%
CSIC
300
Clifford Swan Investment Counsel
California
$4.51M 58,932 -626 -1%
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