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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 %
CAM
501
Cubic Asset Management
Massachusetts
$1.33M -$77.8K -1,145 -6%
BCM
502
Brookstone Capital Management
Illinois
$1.33M -$1.7K -25 -0.1%
OMCS
503
Old Mutual Customised Solutions
South Africa
$1.33M -$95.1K -1,400 -7%
CNBT
504
Canandaigua National Bank & Trust
New York
$1.32M -$50K -736 -4%
GIM
505
Guardian Investment Management
California
$1.32M +$10.9K +160 +0.8%
PCMI
506
Princeton Capital Management Inc
New Jersey
$1.32M -$1.15M -16,955 -47%
V
507
Veritable
Delaware
$1.31M -$248K -3,650 -16%
TMAM
508
Tokio Marine Asset Management
Japan
$1.31M -$566K -8,335 -30%
MIM
509
Montgomery Investment Management
Maryland
$1.3M – – –
CBU
510
CIBC Bank USA
Illinois
$1.29M -$71.3K -1,050 -5%
GT
511
Glenview Trust
Kentucky
$1.28M +$1.28M +18,769 New
RG
512
Rathbones Group
United Kingdom
$1.27M -$93.8K -1,506 -7%
GCA
513
Guardian Capital Advisors
Ontario, Canada
$1.27M -$9.01K -135 -0.7%
DCM
514
Delta Capital Management
New Jersey
$1.27M -$680 -10 -0.1%
BA
515
Boston Advisors
Massachusetts
$1.26M -$26.9K -395 -2%
BAM
516
Brave Asset Management
New Jersey
$1.26M – – –
BAC
517
Boys Arnold & Co
North Carolina
$1.26M +$524K +7,710 +71%
WAM
518
Weatherly Asset Management
California
$1.26M -$27.8K -409 -2%
SLI
519
Sumitomo Life Insurance
Japan
$1.25M -$588K -8,653 -32%
CIA
520
Capital Investment Advisors
Georgia
$1.25M -$125K -1,846 -9%
MBA
521
McQueen Ball & Associates
Pennsylvania
$1.25M +$1.25M +18,322 New
PA
522
Profund Advisors
Maryland
$1.24M +$289K +4,251 +30%
MERSOM
523
Municipal Employees' Retirement System of Michigan
Michigan
$1.24M +$10.2K +150 +0.8%
CIM
524
CenturyLink Investment Management
Colorado
$1.2M – – –
CHC
525
City Holding Co
West Virginia
$1.19M -$44.8K -659 -4%
19 20
21
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