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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
+$497M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$65.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.1M
4
Deutsche Bank
Deutsche Bank
Germany
+$36.3M
5
Norges Bank
Norges Bank
Norway
+$29.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$805M
2
State Street
State Street
Massachusetts
-$104M
3
Harris Associates
Harris Associates
Illinois
-$99.2M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$40.7M
5
TPCM
Tide Point Capital Management
Connecticut
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$3.7M +$45.5K +600 +1%
Members Trust
327
Members Trust
Florida
$3.7M +$3.7M +48,743 New
DY
328
Dowling & Yahnke
California
$3.69M +$95.4K +1,259 +3%
COPPSERS
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.68M +$343K +4,521 +10%
VRS
330
Virginia Retirement Systems
Virginia
$3.66M +$3.66M +48,300 New
AIMCA
331
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.63M -$5.22M -68,900 -59%
CAM
332
Capstone Asset Management
Texas
$3.63M -$103K -1,365 -3%
SDJVC
333
St. Denis J. Villere & Co
Louisiana
$3.62M -$353K -4,650 -9%
AFP
334
Ausdal Financial Partners
Iowa
$3.61M +$246K +3,246 +7%
ANI
335
American National Insurance
Texas
$3.55M – – –
SFS
336
Strategic Financial Services
New York
$3.54M -$119K -1,440 -3%
MC
337
Mathes Company
New York
$3.52M +$180K +2,375 +5%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$3.52M +$59.1K +780 +2%
WBC
339
Westpac Banking Corp
Australia
$3.47M -$710K -9,368 -17%
ERSOT
340
Employees Retirement System of Texas
Texas
$3.45M +$606K +8,000 +21%
IA
341
IFP Advisors
Florida
$3.43M +$2.8M +36,895 +443%
UB
342
UMB Bank
Missouri
$3.38M -$226K -2,980 -6%
RC
343
Roundview Capital
New Jersey
$3.37M +$6.44K +85 +0.2%
PGFC
344
Peapack-Gladstone Financial Corp
New Jersey
$3.35M -$177K -2,335 -5%
KBC Group
345
KBC Group
Belgium
$3.32M -$5.29M -69,771 -61%
Allianz Asset Management
346
Allianz Asset Management
Germany
$3.31M +$1.55M +20,474 +88%
ANTB
347
AMG National Trust Bank
Colorado
$3.3M -$910 -12 -0%
BCM
348
Beddow Capital Management
Wyoming
$3.26M -$23.9K -315 -0.7%
TG
349
TCW Group
California
$3.25M +$155K +2,050 +5%
AHC
350
Anderson Hoagland & Co
Missouri
$3.2M -$122K -1,605 -4%
12 13
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