CAT icon

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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock Fund Advisors
California
$752M
2
Invesco
Invesco
Georgia
$776M
3
Norges Bank
Norges Bank
Norway
$289M
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$43.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.2B
2
ACM
Americafirst Capital Management
California
$0
3
LSV Asset Management
LSV Asset Management
Illinois
$6.27M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.65B
5
Harris Associates
Harris Associates
Illinois
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$291K +3,802 +15%
PP
427
Palladium Partners
Virginia
$2.19M -$29.1K -380 -1%
Mirae Asset Global Investments
428
Mirae Asset Global Investments
South Korea
$2.19M -$128K -1,675 -6%
EA
429
Euclid Advisors
Connecticut
$2.17M +$2.17M +28,280 New
DG
430
Davidson & Garrard
Virginia
$2.16M -$33K -431 -2%
FBNAT
431
FirstMerit Bank N.A. Trustee
Ohio
$2.16M +$3.91K +51 +0.2%
Truist Financial
432
Truist Financial
North Carolina
$2.13M -$317K -4,147 -13%
CBU
433
CIBC Bank USA
Illinois
$2.07M +$620K +8,098 +43%
NCM
434
Narwhal Capital Management
Georgia
$2.07M -$156K -2,040 -7%
LIA
435
LS Investment Advisors
Michigan
$2.05M +$12.6K +164 +0.6%
TCOV
436
Trust Company of Vermont
Vermont
$2.04M -$179K -2,333 -8%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.02M +$348K +4,542 +21%
BC
438
Barnett & Company
Tennessee
$2.02M -$115K -1,500 -5%
LCM
439
Logan Capital Management
Pennsylvania
$2.01M +$15.3K +200 +0.8%
LBC
440
Lowe Brockenbrough & Co
Virginia
$1.94M +$121K +1,585 +7%
BPC
441
Banque Pictet & Cie
Switzerland
$1.94M -$612K -8,000 -24%
APFBOT
442
Amica Pension Fund Board of Trustees
Rhode Island
$1.93M – – –
HAM
443
Highstreet Asset Management
Ontario, Canada
$1.92M -$872K -11,400 -31%
HPA
444
Hilltop Park Associates
New York
$1.91M +$1.91M +25,000 New
SAMNY
445
Samsung Asset Management (New York)
New York
$1.9M -$181K -2,370 -9%
LIM
446
Loudon Investment Management
New Hampshire
$1.9M -$76.5K -1,000 -4%
FAAS
447
First Allied Advisory Services
California
$1.88M -$1.02M -13,235 -35%
CA
448
Cullinan Associates
Kentucky
$1.88M +$53.6K +700 +3%
NRS
449
Neville Rodie & Shaw
New York
$1.88M -$7.73K -101 -0.4%
B
450
BancorpSouth
Mississippi
$1.87M +$119K +1,554 +7%
16 17
18
19 20