CAT icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
426
Mirae Asset Global Investments
South Korea
$2.06M -$13.5K -199 -0.7%
WC
427
Whitney & Co
New York
$2.06M -$579K -8,516 -22%
PAG
428
Private Advisor Group
New Jersey
$2.05M +$74.6K +1,098 +4%
CAN
429
Cetera Advisor Networks
California
$2.04M +$96.8K +1,423 +5%
SIC
430
Sigma Investment Counselors
Michigan
$2.01M -$66.6K -980 -3%
BBHC
431
Brown Brothers Harriman & Co
New York
$1.99M -$5.71K -84 -0.3%
NLI
432
Nippon Life Insurance
Japan
$1.97M -$197K -2,900 -9%
NCM
433
Narwhal Capital Management
Georgia
$1.97M -$81.6K -1,200 -4%
IIM
434
Ipswich Investment Management
Massachusetts
$1.97M -$10.2K -150 -0.5%
TCOV
435
Trust Company of Vermont
Vermont
$1.97M -$522K -7,676 -21%
PP
436
Palladium Partners
Virginia
$1.97M -$91.4K -1,345 -4%
DG
437
Davidson & Garrard
Virginia
$1.95M -$11.1K -164 -0.6%
FBNAT
438
FirstMerit Bank N.A. Trustee
Ohio
$1.91M -$23.5K -346 -1%
BC
439
Barnett & Company
Tennessee
$1.89M +$190K +2,800 +11%
CA
440
Cetera Advisors
Colorado
$1.88M +$1.16M +17,137 +162%
SW
441
SVB Wealth
Massachusetts
$1.85M -$737K -10,849 -28%
SAMNY
442
Samsung Asset Management (New York)
New York
$1.85M -$266K -3,910 -13%
LIA
443
LS Investment Advisors
Michigan
$1.81M +$39.5K +581 +2%
SF
444
Synovus Financial
Georgia
$1.79M -$426K -6,285 -19%
LCM
445
Logan Capital Management
Pennsylvania
$1.77M -$20.4K -300 -1%
TCT
446
TIAA CREF Trust
Missouri
$1.76M -$6.46K -95 -0.4%
LIM
447
Loudon Investment Management
New Hampshire
$1.76M -$1.08M -15,820 -38%
SI
448
Stephens Inc
Arkansas
$1.72M -$14.4K -212 -0.8%
APFBOT
449
Amica Pension Fund Board of Trustees
Rhode Island
$1.71M – – –
GHA
450
Garcia Hamilton & Associates
Texas
$1.71M +$9.38K +138 +0.6%
16 17
18
19 20