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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 %
CANC
351
Culbertson A N & Co
Virginia
$3.26M -$16.7K -180 -0.5%
ICOA
352
Investment Centers of America
North Dakota
$3.25M +$253K +2,730 +8%
CAM
353
Columbia Asset Management
Michigan
$3.24M -$227K -2,449 -7%
WTC
354
WhitTier Trust Company
Nevada
$3.22M -$431K -4,645 -12%
RBA
355
Richard Bernstein Advisors
New York
$3.21M – – –
KIG
356
Kessler Investment Group
Indiana
$3.18M -$33.3K -359 -1%
SI
357
Stephens Inc
Arkansas
$3.17M -$34.7K -374 -1%
LMGAM
358
Liberty Mutual Group Asset Management
Massachusetts
$3.14M -$969K -10,439 -24%
PG
359
PEAK6 Group
Illinois
$3.14M +$3.14M +33,850 New
BCCM
360
Bridge Creek Capital Management
Massachusetts
$3.12M -$135K -1,460 -4%
GL
361
GLG LLC
New York
$3.1M -$6.96K -75 -0.2%
SFS
362
Strategic Financial Services
New York
$3.08M -$863K -9,300 -22%
ACM
363
Azimuth Capital Management
Michigan
$3.07M -$1.43M -15,415 -32%
NB
364
NBT Bank
New York
$3.07M -$152K -1,644 -5%
Rafferty Asset Management
365
Rafferty Asset Management
New York
$3.04M +$3.04M +32,798 New
CHAM
366
Clear Harbor Asset Management
Connecticut
$3.04M -$10.8K -116 -0.4%
Fayez Sarofim & Co
367
Fayez Sarofim & Co
Texas
$3.03M -$926K -9,976 -23%
Members Trust
368
Members Trust
Florida
$3.02M +$3.02M +32,506 New
HCM
369
Hollencrest Capital Management
California
$3.01M -$60.3K -650 -2%
BPC
370
Banque Pictet & Cie
Switzerland
$3M +$334K +3,600 +13%
CWM
371
Calamos Wealth Management
Illinois
$3M +$3M +32,295 New
PGFC
372
Peapack-Gladstone Financial Corp
New Jersey
$2.99M +$302K +3,255 +11%
BC
373
Burney Company
Virginia
$2.98M -$161K -1,738 -5%
EGM
374
Engineers Gate Manager
New York
$2.98M +$2.98M +32,139 New
SPIA
375
Steward Partners Investment Advisory
New York
$2.97M +$2.97M +31,977 New
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