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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 %
BCM
301
Brookstone Capital Management
Illinois
$4.48M 58,513 +38,929 +199%
NCM
302
Noesis Capital Mangement
Florida
$4.47M 58,372 +600 +1%
DP
303
Dearborn Partners
Illinois
$4.45M 58,130 -12,875 -18%
Dodge & Cox
304
Dodge & Cox
California
$4.41M 57,548 -600 -1%
WP
305
WMS Partners
Maryland
$4.4M 57,418 -5,744 -9%
GIM
306
Grassi Investment Management
California
$4.39M 57,300 +200 +0.4%
Asset Management One
307
Asset Management One
Japan
$4.32M 56,402 +1,291 +2%
MA
308
MUFG Americas
New York
$4.31M 56,365 -4,062 -7%
SAM
309
Securian Asset Management
Minnesota
$4.29M 56,083 +492 +0.9%
DnB Asset Management
310
DnB Asset Management
Norway
$4.28M 55,897 +30,900 +124%
PWLP
311
Prio Wealth Limited Partnership
Massachusetts
$4.27M 55,831 -4,925 -8%
MFS
312
MSI Financial Services
Massachusetts
$4.26M 55,620 +2,290 +4%
WBC
313
Westpac Banking Corp
Australia
$4.22M 55,123 +15,226 +38%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$4.2M 54,928 +245 +0.4%
BTS
315
BB&T Securities
Virginia
$4.19M 54,797 +22,988 +72%
TAF
316
Tredje AP-fonden
Sweden
$4.16M 56,870 +18,500 +48%
SGCA
317
Steel Grove Capital Advisors
Tennessee
$4.14M 54,120 +39,390 +267%
PSUF
318
People's United Financial
Connecticut
$4.12M 53,875 +11,492 +27%
TBA
319
Tower Bridge Advisors
Pennsylvania
$4.11M 53,680 +2,165 +4%
BF
320
BOK Financial
Oklahoma
$4.1M 53,586 +8,658 +19%
KRS
321
Kentucky Retirement Systems
Kentucky
$4.1M 53,499 +9,276 +21%
WG
322
Winton Group
United Kingdom
$4.09M 53,485 -3,627 -6%
SDJVC
323
St. Denis J. Villere & Co
Louisiana
$4.01M 52,375 -1,650 -3%
GSBTD
324
Glenview State Bank Trust Department
Illinois
$3.99M 52,170 +300 +0.6%
SC
325
Scotia Capital
Ontario, Canada
$3.98M 51,971 +10,946 +27%
11 12
13
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