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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
+$255M
2
Invesco
Invesco
Georgia
+$114M
3
Norges Bank
Norges Bank
Norway
+$93.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$85.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$43.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
ACM
Americafirst Capital Management
California
-$420M
3
LSV Asset Management
LSV Asset Management
Illinois
-$172M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$170M
5
Harris Associates
Harris Associates
Illinois
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMOV
451
Investment Management of Virginia
Virginia
$1.85M +$21.1K +275 +1%
AW
452
ACG Wealth
Georgia
$1.84M +$1.84M +24,078 New
TMAM
453
Tokio Marine Asset Management
Japan
$1.84M +$367K +4,796 +25%
BB
454
Busey Bank
Illinois
$1.83M -$92.4K -1,207 -5%
CRCM
455
Crystal Rock Capital Management
Illinois
$1.83M +$1.83M +23,900 New
JC
456
Jacobs & Co
California
$1.81M -$142K -1,854 -7%
MC
457
Moors & Cabot
Massachusetts
$1.8M +$105K +1,377 +6%
TCT
458
TIAA CREF Trust
Missouri
$1.78M -$201K -2,626 -10%
Allianz Asset Management
459
Allianz Asset Management
Germany
$1.77M -$10.2M -132,585 -85%
GA
460
Geneva Advisors
Illinois
$1.77M -$140K -1,824 -7%
RG
461
Rathbones Group
United Kingdom
$1.76M +$198K +2,590 +13%
SF
462
Synovus Financial
Georgia
$1.75M -$272K -3,551 -13%
SW
463
SVB Wealth
Massachusetts
$1.74M -$347K -4,538 -17%
LIM
464
Leavell Investment Management
Alabama
$1.71M +$58.9K +770 +4%
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$1.7M +$8.8K +115 +0.5%
KL
466
KWMG LLC
Kansas
$1.7M +$133K +1,742 +9%
V
467
Veritable
Delaware
$1.7M +$220K +2,879 +15%
LRPA
468
L. Roy Papp & Associates
Arizona
$1.69M -$72.7K -950 -4%
IP
469
Interval Partners
New York
$1.68M +$1.68M +22,000 New
AP
470
AHL Partners
United Kingdom
$1.68M +$1.68M +22,000 New
OPCM
471
Osborne Partners Capital Management
California
$1.68M – – –
AB
472
Amalgamated Bank
New York
$1.67M +$439K +5,732 +36%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$1.66M +$101K +1,313 +6%
CI
474
Capital International
California
$1.65M – – –
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$1.64M +$58.3K +762 +4%
17 18
19
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