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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 Holding Trade Value Shares
Change 		Shares
Change %
VFS
376
VSR Financial Services
Kansas
$2.91M +$40.7K +532 +1%
BAM
377
Bruderman Asset Management
New York
$2.89M +$2.79M +36,420 +2,620%
ERSOT
378
Employees Retirement System of Texas
Texas
$2.87M – – –
FAT
379
First American Trust
California
$2.86M +$2.86M +37,421 New
LMGAM
380
Liberty Mutual Group Asset Management
Massachusetts
$2.86M +$149K +1,946 +6%
SB
381
Simmons Bank
Arkansas
$2.82M +$2.82M +36,818 New
SCM
382
Shelton Capital Management
Colorado
$2.82M +$61.2K +800 +2%
NB
383
NBT Bank
New York
$2.81M +$215K +2,812 +8%
KCM
384
Kanawha Capital Management
Virginia
$2.8M +$397K +5,186 +17%
CFB
385
Cullen/Frost Bankers
Texas
$2.78M -$463K -6,045 -14%
BBA
386
BLB&B Advisors
Pennsylvania
$2.72M +$32.8K +428 +1%
HFS
387
HL Financial Services
Kentucky
$2.69M -$192K -2,512 -7%
BCM
388
BTC Capital Management
Iowa
$2.68M +$148K +1,929 +6%
RBA
389
Richard Bernstein Advisors
New York
$2.65M +$2.65M +34,620 New
BC
390
Burney Company
Virginia
$2.65M -$173K -2,257 -6%
SIM
391
Sentry Investment Management
Wisconsin
$2.62M -$290K -3,790 -10%
CB
392
Chemical Bank
Michigan
$2.59M -$365K -4,770 -12%
VAM
393
Visionary Asset Management
Texas
$2.58M +$2.58M +33,699 New
SC
394
SouthState Corp
Florida
$2.58M -$84.2K -1,100 -3%
I
395
IberiaBank
Louisiana
$2.54M -$15K -196 -0.6%
RS
396
Robeco Schweiz
Switzerland
$2.54M – – –
CANC
397
Culbertson A N & Co
Virginia
$2.5M +$18.8K +246 +0.8%
SAM
398
Silvercrest Asset Management
New York
$2.5M -$464K -6,062 -16%
ICOA
399
Investment Centers of America
North Dakota
$2.5M +$104K +1,348 +4%
KIA
400
KCM Investment Advisors
California
$2.47M +$59.7K +780 +2%
14 15
16
17 18