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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 %
HIM
401
Hanlon Investment Management
New Jersey
$2.53M -$253K -2,728 -9%
V
402
Veritable
Delaware
$2.51M -$176K -1,899 -7%
LIA
403
LS Investment Advisors
Michigan
$2.51M +$45.2K +487 +2%
QT
404
Quantbot Technologies
New York
$2.48M +$2.48M +26,773 New
SCM
405
Stonebridge Capital Management
California
$2.47M -$329K -3,550 -12%
RGI
406
River Global Investors
United Kingdom
$2.45M -$64.9K -700 -3%
AHC
407
Anderson Hoagland & Co
Missouri
$2.43M -$308K -3,325 -11%
SCM
408
Shelton Capital Management
Colorado
$2.43M -$208K -2,237 -8%
CAN
409
Cetera Advisor Networks
California
$2.42M +$165K +1,778 +7%
CIA
410
Capital Investment Advisors
Georgia
$2.38M +$88.4K +953 +4%
BOCM
411
Bontempo Ohly Capital Management
Maryland
$2.37M -$501K -5,400 -17%
BNP Paribas Asset Management
412
BNP Paribas Asset Management
France
$2.37M -$789K -8,503 -25%
OMCS
413
Old Mutual Customised Solutions
South Africa
$2.35M +$247K +2,664 +12%
APFBOT
414
Amica Pension Fund Board of Trustees
Rhode Island
$2.34M – – –
OTPPB
415
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.3M -$421K -4,533 -15%
BC
416
Barnett & Company
Tennessee
$2.29M – – –
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$2.27M +$171K +1,841 +8%
BCM
418
Buckhead Capital Management
Georgia
$2.26M -$4.99M -53,770 -69%
AIP
419
Ameritas Investment Partners
Nebraska
$2.25M +$151K +1,630 +7%
DG
420
Davidson & Garrard
Virginia
$2.25M +$14.1K +152 +0.6%
NRS
421
Neville Rodie & Shaw
New York
$2.23M – – –
BSPF
422
British Steel Pension Fund
United Kingdom
$2.23M -$181K -1,953 -8%
NLI
423
Nippon Life Insurance
Japan
$2.23M -$344K -3,712 -13%
CI
424
Cigna Investments
Connecticut
$2.22M +$238K +2,562 +12%
ACM
425
Alpha Capital Management
Texas
$2.21M +$107K +1,148 +5%
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