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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 %
Boston Partners
326
Boston Partners
Massachusetts
$3.97M 51,855 – –
CS
327
Candriam SCA
Luxembourg
$3.89M 51,068 -2,235 -4%
HT
328
HighTower Trust
Texas
$3.88M 50,655 +4,000 +9%
FWIA
329
Fort Washington Investment Advisors
Ohio
$3.87M 50,606 -250 -0.5%
LS
330
Livforsakringsbolaget Skandia
Sweden
$3.86M 50,413 – –
ACA
331
Anchor Capital Advisors
Massachusetts
$3.85M 50,280 -200 -0.4%
CAM
332
Capstone Asset Management
Texas
$3.77M 49,248 -33,632 -41%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$3.73M 48,678 +1,028 +2%
Point72 Asset Management
334
Point72 Asset Management
Connecticut
$3.67M 48,000 -52,000 -52%
FHA
335
First Horizon Advisors
Tennessee
$3.65M 48,221 +45,176 +1,484%
UB
336
UMB Bank
Missouri
$3.64M 47,589 -4,550 -9%
DY
337
Dowling & Yahnke
California
$3.63M 47,455 -343 -0.7%
ANI
338
American National Insurance
Texas
$3.58M 46,785 -165 -0.4%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$3.56M 46,520 -30,553 -40%
Macquarie Group
340
Macquarie Group
Australia
$3.54M 46,309 -728 -2%
Jane Street
341
Jane Street
New York
$3.51M 45,854 -51,208 -53%
SOADOR
342
State of Alaska Department of Revenue
Alaska
$3.49M 45,590 -22,110 -33%
SBH
343
Segall Bryant & Hamill
Illinois
$3.48M 45,451 -150 -0.3%
SWM
344
Segment Wealth Management
Texas
$3.48M 45,423 +4,407 +11%
LCS
345
Levin Capital Strategies
New York
$3.46M 45,239 -65 -0.1%
AFP
346
Ausdal Financial Partners
Iowa
$3.39M 44,324 +827 +2%
RC
347
Roundview Capital
New Jersey
$3.39M 44,330 +22,515 +103%
SFS
348
Strategic Financial Services
New York
$3.38M 44,173 +4,926 +13%
MC
349
Mathes Company
New York
$3.37M 44,007 +540 +1%
COPPSERS
350
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.37M 43,973 +5,736 +15%
12 13
14
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