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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.

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 %
BB
451
Busey Bank
Illinois
$1.71M +$889K +13,079 +109%
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$1.7M -$253K -3,721 -13%
DnB Asset Management
453
DnB Asset Management
Norway
$1.7M -$47.6K -700 -3%
GA
454
Geneva Advisors
Illinois
$1.7M -$361K -5,306 -18%
EDRS
455
Edmond de Rothschild (Suisse)
Switzerland
$1.69M -$277K -4,070 -14%
NRS
456
Neville Rodie & Shaw
New York
$1.67M – – –
AIS
457
Accurate Investment Solutions
Pennsylvania
$1.67M +$1.67M +24,566 New
ANTB
458
AMG National Trust Bank
Colorado
$1.66M +$17.2K +253 +1%
BFM
459
Boston Financial Management
Massachusetts
$1.63M -$231K -3,402 -12%
BOCM
460
Bontempo Ohly Capital Management
Maryland
$1.63M +$25.7K +380 +2%
IMOV
461
Investment Management of Virginia
Virginia
$1.62M -$36K -530 -2%
CA
462
Cullinan Associates
Kentucky
$1.62M -$1.74M -25,600 -52%
LBC
463
Lowe Brockenbrough & Co
Virginia
$1.62M -$120K -1,765 -7%
JC
464
Jacobs & Co
California
$1.57M -$669K -10,870 -30%
LRPA
465
L. Roy Papp & Associates
Arizona
$1.56M -$626K -9,217 -29%
MCM
466
Murphy Capital Management
New Jersey
$1.55M -$666K -9,797 -30%
B
467
BancorpSouth
Mississippi
$1.55M +$84.2K +1,239 +6%
SFA
468
Staton Financial Advisors
North Carolina
$1.54M +$39.2K +577 +3%
MC
469
Moors & Cabot
Massachusetts
$1.51M +$18.3K +269 +1%
UR
470
USCA RIA
Texas
$1.51M +$54.2K +798 +4%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M -$15.2K -224 -1%
CC
472
Curian Capital
Colorado
$1.49M -$3.09M -45,519 -67%
OPCM
473
Osborne Partners Capital Management
California
$1.49M -$306K -4,500 -17%
BCP
474
Blue Chip Partners
Michigan
$1.49M +$230K +3,386 +18%
ONB
475
Old National Bancorp
Indiana
$1.49M -$109K -1,607 -7%
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