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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 %
OMCS
501
Old Mutual Customised Solutions
South Africa
$1.49M – – –
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$1.49M +$1.49M +19,500 New
CIA
503
Capital Investment Advisors
Georgia
$1.49M +$84K +1,097 +6%
NIM
504
Northeast Investment Management
Massachusetts
$1.48M -$191K -2,493 -11%
CT
505
Chicago Trust
Illinois
$1.44M +$235K +3,077 +20%
EDRS
506
Edmond de Rothschild (Suisse)
Switzerland
$1.43M -$475K -6,200 -25%
MIM
507
Montgomery Investment Management
Maryland
$1.42M -$42.1K -550 -3%
DCM
508
Delta Capital Management
New Jersey
$1.42M -$10.7K -140 -0.8%
WAM
509
Weatherly Asset Management
California
$1.41M – – –
SPC
510
Sigma Planning Corp
Michigan
$1.41M -$119K -1,560 -8%
MBA
511
McQueen Ball & Associates
Pennsylvania
$1.41M +$7.73K +101 +0.6%
FIM
512
FourPoints Investment Managers
France
$1.4M -$1.39M -18,100 -50%
BA
513
Boston Advisors
Massachusetts
$1.4M -$22.5K -294 -2%
Mariner
514
Mariner
Kansas
$1.39M +$536K +7,000 +63%
HPC
515
HM Payson & Co
Maine
$1.39M +$74.2K +969 +6%
CA
516
Callahan Advisors
Texas
$1.38M -$2.17M -28,411 -61%
SSA
517
Schonfeld Strategic Advisors
New York
$1.37M +$1.37M +17,909 New
MERSOM
518
Municipal Employees' Retirement System of Michigan
Michigan
$1.37M -$21.4K -280 -2%
HAG
519
HighPoint Advisor Group
Illinois
$1.37M +$64.9K +829 +5%
SLI
520
Sumitomo Life Insurance
Japan
$1.36M -$41.2K -538 -3%
BUB
521
BBVA USA Bancshares
Texas
$1.36M -$963K -12,580 -41%
HCM
522
Highbridge Capital Management
New York
$1.34M +$1.34M +17,509 New
CG
523
Cutler Group
California
$1.34M +$1.11M +14,551 +496%
CIM
524
CenturyLink Investment Management
Colorado
$1.32M -$26.9K -352 -2%
OWD
525
Osborn Williams & Donohoe
Ohio
$1.32M +$51.6K +674 +4%
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