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 %
HT
476
Heritage Trust
Oklahoma
$1.71M +$1.71M +18,385 New
FFWA
477
FRG Family Wealth Advisors
Washington
$1.69M +$325K +3,483 +24%
CI
478
Conning Inc
Connecticut
$1.69M -$23.1K -249 -1%
MF
479
Magnetar Financial
Illinois
$1.68M +$1.68M +18,143 New
NIM
480
Northeast Investment Management
Massachusetts
$1.66M -$66.7K -719 -4%
TCOV
481
Trust Company of Vermont
Vermont
$1.66M -$17.3K -186 -1%
CNBT
482
Canandaigua National Bank & Trust
New York
$1.66M +$27.8K +300 +2%
TMAM
483
Tokio Marine Asset Management
Japan
$1.65M -$2.19M -23,603 -57%
W
484
Wealthfront
California
$1.63M +$207K +2,228 +15%
CBTWT
485
Community Bank & Trust (Waco, Texas)
Texas
$1.62M -$464 -5 -0%
SBIA
486
Sheaff Brock Investment Advisors
Indiana
$1.61M -$58.3K -629 -3%
WPP
487
Whalerock Point Partners
Rhode Island
$1.59M -$9.27K -100 -0.6%
SIMM
488
Stillwater Investment Management (Minnesota)
Minnesota
$1.58M +$11.9K +128 +0.8%
LRPA
489
L. Roy Papp & Associates
Arizona
$1.57M -$94.2K -1,015 -6%
GCP
490
GSA Capital Partners
United Kingdom
$1.57M +$1.57M +16,886 New
WHG
491
Westwood Holdings Group
Texas
$1.56M -$12K -129 -0.8%
GT
492
Glenview Trust
Kentucky
$1.56M -$829K -8,942 -35%
WAM
493
Weatherly Asset Management
California
$1.55M -$80.7K -870 -5%
CLOS
494
Compagnie Lombard Odier SCmA
Switzerland
$1.55M -$297K -3,200 -16%
DCM
495
Donaldson Capital Management
Indiana
$1.53M -$18.1K -195 -1%
IFB
496
iAB Financial Bank
Indiana
$1.53M -$172K -1,850 -10%
LAM
497
Lebenthal Asset Management
New York
$1.53M +$17.6K +190 +1%
HAM
498
Highstreet Asset Management
Ontario, Canada
$1.53M +$27.9K +301 +2%
TIA
499
Trust Investment Advisors
Indiana
$1.49M +$4.64K +50 +0.3%
PCMI
500
Princeton Capital Management Inc
New Jersey
$1.49M -$93.7K -1,010 -6%
18 19
20
21 22