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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 %
NA
526
Navellier & Associates
Nevada
$1.18M +$13.6K +200 +1%
NIC
527
Northwest Investment Counselors
Oregon
$1.18M +$31.8K +468 +3%
HPC
528
HM Payson & Co
Maine
$1.17M +$43.7K +643 +4%
PWM
529
Perigon Wealth Management
California
$1.17M -$26.8K -395 -2%
PIM
530
Penobscot Investment Management
Massachusetts
$1.15M -$7.47K -110 -0.6%
OIA
531
Optimum Investment Advisors
Illinois
$1.15M -$202K -2,974 -15%
MWAC
532
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.14M +$1.14M +16,719 New
BCM
533
Bluefin Capital Management
New York
$1.13M -$1.29M -18,986 -53%
OWD
534
Osborn Williams & Donohoe
Ohio
$1.13M -$7.48K -110 -0.7%
BVDMP
535
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.13M – – –
SSP
536
Sapphire Star Partners
Washington
$1.13M +$1.13M +16,600 New
ISL
537
Ingalls & Snyder LLC
New York
$1.13M -$98.7K -1,453 -8%
BHC
538
Bowen Hanes & Co
Florida
$1.11M -$966K -14,220 -47%
AB
539
Amalgamated Bank
New York
$1.1M -$353K -5,197 -24%
FFWA
540
FRG Family Wealth Advisors
Washington
$1.09M +$1.09M +16,078 New
FNBT
541
FineMark National Bank & Trust
Florida
$1.09M -$54.2K -797 -5%
WPP
542
Whalerock Point Partners
Rhode Island
$1.09M -$145K -2,140 -12%
LH
543
Lebenthal Holdings
New York
$1.07M -$68.3K -1,005 -6%
CT
544
Chicago Trust
Illinois
$1.07M +$137K +2,022 +15%
SI
545
SII Investments
Wisconsin
$1.05M +$273K +4,000 +35%
CA
546
Cambridge Advisors
Nebraska
$1.05M -$42.1K -620 -4%
PFS
547
Physicians Financial Services
North Carolina
$1.05M +$1.05M +15,432 New
TIA
548
Trust Investment Advisors
Indiana
$1.04M +$1.04M +15,280 New
CCM
549
Coe Capital Management
Illinois
$1.04M -$40.8K -601 -4%
SIMM
550
Stillwater Investment Management (Minnesota)
Minnesota
$1.03M -$55.5K -817 -5%
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