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Caterpillar
CAT

Overview Fund Activity

1,065 hedge funds and large institutions have $28.2B invested in Caterpillar in 2015 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 308 increasing their positions, 515 reducing their positions, and 87 closing their positions.

Holders
1,065
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
27.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
107
Increased
308
Reduced
515
Closed
87
Calls
$746M
Puts
$1.8B
Net Calls
-$1.05B
Net Calls Change
-$251M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$420M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.04B
3
AIG
3
American International Group
New York
$347M
4
Invesco
4
Invesco
Georgia
$587M
5
Capital International Investors
5
Capital International Investors
California
$134M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.52B
2
American Century Companies
2
American Century Companies
Missouri
$17.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$313M
5
Northern Trust
5
Northern Trust
Illinois
$466M
Name Market Value Shares Shares
Change 		Shares
Change %
UF
401
Univest Financial
Pennsylvania
$2.27M 33,442 -2,763 -8%
I
402
IberiaBank
Louisiana
$2.27M 33,429 +2,908 +10%
OTPPB
403
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.27M 33,328 -26 -0.1%
BPC
404
Banque Pictet & Cie
Switzerland
$2.26M 33,310 +2,500 +8%
BCM
405
BTC Capital Management
Iowa
$2.25M 33,031 +2,443 +8%
CANC
406
Culbertson A N & Co
Virginia
$2.2M 32,411 +164 +0.5%
RJA
407
Robshaw & Julian Associates
New York
$2.18M 32,070 +396 +1%
RC
408
RegentAtlantic Capital
New Jersey
$2.18M 32,022 +6,936 +28%
BCM
409
Beddow Capital Management
Wyoming
$2.17M 31,985 +1,745 +6%
Truist Financial
410
Truist Financial
North Carolina
$2.17M 31,903 -23,791 -43%
SRCM
411
Swift Run Capital Management
Virginia
$2.16M 31,839 – –
BTS
412
BB&T Securities
Virginia
$2.16M 31,809 -4,086 -11%
SIC
413
Salem Investment Counselors
North Carolina
$2.16M 31,736 -640 -2%
GLRA
414
Gerald L. Ray & Associates
Texas
$2.15M 31,645 -2,025 -6%
KIA
415
KCM Investment Advisors
California
$2.14M 31,510 +7 +0%
ACM
416
Argyle Capital Management
Pennsylvania
$2.14M 31,500 +250 +0.8%
KCM
417
Kanawha Capital Management
Virginia
$2.13M 31,396 -510 -2%
ZDA
418
Zweig-DiMenna Associates
New York
$2.13M 31,400 +17,600 +128%
CI
419
Conning Inc
Connecticut
$2.13M 31,310 -780 -2%
HCM
420
Howland Capital Management
Massachusetts
$2.13M 31,311 +100 +0.3%
ICOA
421
Investment Centers of America
North Dakota
$2.12M 31,122 +7,593 +32%
KBC Group
422
KBC Group
Belgium
$2.11M 30,993 -6,432 -17%
CBTWT
423
Community Bank & Trust (Waco, Texas)
Texas
$2.08M 30,631 +30,631 New
AMI
424
Amica Mutual Insurance
Rhode Island
$2.08M 30,559 – –
BUB
425
BBVA USA Bancshares
Texas
$2.06M 30,343 -9,926 -25%
15 16
17
18 19