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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 %
CAM
476
CG Asset Management
New York
$1.64M +$1.2M +15,650 +270%
SFA
477
Staton Financial Advisors
North Carolina
$1.63M -$109K -1,420 -6%
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$1.63M -$6.43K -84 -0.4%
ONB
479
Old National Bancorp
Indiana
$1.61M -$59.9K -782 -4%
MM
480
Midas Management
New York
$1.61M – – –
UR
481
USCA RIA
Texas
$1.6M -$97K -1,267 -6%
SCA
482
Salient Capital Advisors
Texas
$1.6M +$829K +10,830 +108%
GCA
483
Guardian Capital Advisors
Ontario, Canada
$1.59M +$119K +1,530 +8%
HPIA
484
Hamilton Point Investment Advisors
North Carolina
$1.59M +$17.6K +230 +1%
CICI
485
Capital Investment Counsel Inc
North Carolina
$1.59M -$15.3K -200 -1%
NIC
486
Northwest Investment Counselors
Oregon
$1.59M +$259K +3,383 +19%
RT
487
Rockland Trust
Massachusetts
$1.58M +$922K +12,045 +139%
GIM
488
Guardian Investment Management
California
$1.58M +$92.8K +1,212 +6%
CCP
489
Clarkston Capital Partners
Michigan
$1.58M +$891K +11,645 +130%
BCP
490
Blue Chip Partners
Michigan
$1.57M -$107K -1,393 -6%
TWA
491
TCI Wealth Advisors
Arizona
$1.57M +$10.9K +142 +0.7%
KIC
492
Keating Investment Counselors
Florida
$1.56M +$1.15M +15,000 +279%
BOH
493
Bank of Hawaii
Hawaii
$1.55M +$3.83K +50 +0.2%
CBTWT
494
Community Bank & Trust (Waco, Texas)
Texas
$1.53M -$810K -10,586 -35%
IFB
495
iAB Financial Bank
Indiana
$1.53M -$123K -1,606 -7%
IIM
496
Ipswich Investment Management
Massachusetts
$1.52M -$530K -7,492 -26%
BAM
497
Brave Asset Management
New Jersey
$1.52M +$96.5K +1,260 +7%
CAM
498
Cubic Asset Management
Massachusetts
$1.5M – – –
PCMI
499
Princeton Capital Management Inc
New Jersey
$1.5M +$19.1K +249 +1%
CNBT
500
Canandaigua National Bank & Trust
New York
$1.5M +$11.6K +152 +0.8%
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