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Caterpillar
CAT

Overview Fund Activity

1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
28.5%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
96
Increased
341
Reduced
537
Closed
101
Calls
$758M
Puts
$1.49B
Net Calls
-$733M
Net Calls Change
+$9.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
3
Citadel Advisors
Citadel Advisors
Florida
+$153M
4
Renaissance Technologies
Renaissance Technologies
New York
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$435M
2
Franklin Resources
Franklin Resources
California
-$137M
3
Harris Associates
Harris Associates
Illinois
-$126M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$114M
5
State Street
State Street
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Scotia Capital
Ontario, Canada
$3.94M -$867K -9,338 -18%
AIS
327
Accurate Investment Solutions
Pennsylvania
$3.89M +$253K +2,731 +7%
HC
328
Hourglass Capital
Texas
$3.8M -$2.4M -25,920 -39%
PCM
329
Parsons Capital Management
Rhode Island
$3.79M -$135K -1,460 -3%
BB
330
Busey Bank
Illinois
$3.76M -$15.9K -171 -0.4%
GG
331
Greenwood Gearhart
Arkansas
$3.7M -$32.5K -350 -0.9%
AB
332
Amalgamated Bank
New York
$3.68M +$208K +2,240 +6%
NCM
333
Noesis Capital Mangement
Florida
$3.62M -$46.4K -500 -1%
FWCM
334
Ferguson Wellman Capital Management
Oregon
$3.61M -$138K -1,489 -4%
Two Sigma Investments
335
Two Sigma Investments
New York
$3.61M +$3.61M +38,901 New
AIM
336
Achmea Investment Management
Netherlands
$3.54M +$3.54M +38,114 New
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$3.5M -$1.06M -11,400 -23%
KRS
338
Kentucky Retirement Systems
Kentucky
$3.49M -$450K -4,854 -11%
VAM
339
Visionary Asset Management
Texas
$3.47M +$50.6K +546 +1%
FNFDCM
340
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.45M -$48.7K -525 -1%
SDIC
341
South Dakota Investment Council
South Dakota
$3.44M – – –
SBH
342
Segall Bryant & Hamill
Illinois
$3.44M -$74.1K -799 -2%
AMIM
343
Aull & Monroe Investment Management
Alabama
$3.38M -$63.1K -680 -2%
CB
344
Chemical Bank
Michigan
$3.35M -$138K -1,487 -4%
MML Investors Services
345
MML Investors Services
Massachusetts
$3.35M +$3.35M +36,060 New
B
346
BP
United Kingdom
$3.34M -$3.34M -36,000 -50%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$3.34M -$74.2K -800 -2%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$3.29M -$163K -1,761 -5%
CC
349
Cannell & Co
New York
$3.28M -$144K -1,550 -4%
MI
350
Markston International
New York
$3.28M -$1.39M -14,965 -30%
12 13
14
15 16