CAT icon

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 %
Macquarie Group
451
Macquarie Group
Australia
$1.91M -$232K -2,500 -11%
TWA
452
TCI Wealth Advisors
Arizona
$1.91M -$2.78K -30 -0.1%
RT
453
Rockland Trust
Massachusetts
$1.89M -$175K -1,883 -8%
BOH
454
Bank of Hawaii
Hawaii
$1.88M -$5.66K -61 -0.3%
RC
455
RBF Capital
California
$1.86M -$1.86M -20,000 -50%
FSA
456
Financial Sense Advisors
California
$1.85M -$306K -3,298 -14%
Truist Financial
457
Truist Financial
North Carolina
$1.84M -$3.06K -33 -0.2%
HAG
458
HighPoint Advisor Group
Illinois
$1.84M -$106K -927 -5%
SB
459
Simmons Bank
Arkansas
$1.84M -$42.5K -458 -2%
RG
460
Rathbones Group
United Kingdom
$1.81M -$53.1K -572 -3%
SW
461
SVB Wealth
Massachusetts
$1.81M -$82.8K -893 -4%
CHC
462
City Holding Co
West Virginia
$1.8M +$121K +1,305 +7%
CAM
463
Cubic Asset Management
Massachusetts
$1.79M -$16.2K -175 -0.9%
ST
464
Spinnaker Trust
Maine
$1.79M +$88.2K +951 +5%
FA
465
FDx Advisors
Illinois
$1.79M -$102K -1,100 -5%
LPIC
466
LeJeune Puetz Investment Counsel
Michigan
$1.78M +$1.78M +19,174 New
SWP
467
Stratos Wealth Partners
Ohio
$1.77M +$55.6K +600 +3%
CA
468
Cornerstone Advisors
North Carolina
$1.76M – – –
MERSOM
469
Municipal Employees' Retirement System of Michigan
Michigan
$1.75M +$14.8K +160 +0.9%
VIA
470
Virtus Investment Advisers
Connecticut
$1.75M -$247K -2,665 -12%
TCT
471
TIAA CREF Trust
Missouri
$1.74M -$199K -2,150 -10%
VRS
472
Virginia Retirement Systems
Virginia
$1.74M – – –
AWM
473
AE Wealth Management
Kansas
$1.73M +$865K +9,324 +100%
LIM
474
Loudon Investment Management
New Hampshire
$1.71M -$416K -4,489 -20%
PAM
475
Panagora Asset Management
Massachusetts
$1.71M -$140K -1,511 -8%
17 18
19
20 21