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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 %
RG
501
Renaissance Group
Kentucky
$1.48M – – –
SF
502
Synovus Financial
Georgia
$1.48M -$248K -2,674 -14%
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47M -$286K -3,083 -16%
HPC
504
HM Payson & Co
Maine
$1.47M -$46.4K -500 -3%
EOJOAM
505
E. Ohman J:or Asset Management
Sweden
$1.46M +$167K +1,800 +13%
HI
506
Hudock Inc
Pennsylvania
$1.45M +$125K +1,350 +9%
MA
507
Marshwinds Advisory
Georgia
$1.43M +$93 +1 +0%
MC
508
Moors & Cabot
Massachusetts
$1.42M -$586K -6,321 -29%
FTIOP
509
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.42M +$97.4K +1,050 +7%
1SB
510
1ST Source Bank
Indiana
$1.41M -$53.2K -574 -4%
SNT
511
Security National Trust
West Virginia
$1.4M +$2.78K +30 +0.2%
ICOM
512
Investment Counselors of Maryland
Maryland
$1.4M -$69.6K -750 -5%
VCAM
513
Van Cleef Asset Management
Ohio
$1.39M -$19K -205 -1%
HDIM
514
Hanson & Doremus Investment Management
Vermont
$1.37M -$6.49K -70 -0.5%
AIM
515
Assured Investment Management
New York
$1.37M +$1.37M +14,807 New
SLI
516
Sumitomo Life Insurance
Japan
$1.37M -$85K -916 -6%
MSV
517
MN Services Vermogensbeheer
Netherlands
$1.36M +$44.8K +516 +3%
FMBTD
518
First Midwest Bank Trust Division
Illinois
$1.34M +$45.9K +495 +4%
MYLI
519
Meiji Yasuda Life Insurance
Japan
$1.34M +$1.34M +14,400 New
LIM
520
Leavell Investment Management
Alabama
$1.34M -$46.4K -500 -3%
CC
521
ClearArc Capital
Ohio
$1.33M +$9.37K +101 +0.7%
LCM
522
Logan Capital Management
Pennsylvania
$1.33M -$125K -1,343 -9%
PFS
523
Physicians Financial Services
North Carolina
$1.32M -$80.8K -871 -6%
MMPW
524
Mitchell McLeod Pugh & Williams
Alabama
$1.3M – – –
SCM
525
Schnieders Capital Management
California
$1.29M +$1.21K +13 +0.1%
19 20
21
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