CAT icon

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 %
VRS
526
Virginia Retirement System
Virginia
$1.32M +$1.32M +17,241 New
MCM
527
Murphy Capital Management
New Jersey
$1.32M -$432K -5,647 -25%
CHC
528
City Holding Co
West Virginia
$1.31M -$23K -300 -2%
PWM
529
Perigon Wealth Management
California
$1.31M – – –
PA
530
Profund Advisors
Maryland
$1.31M -$85.7K -1,120 -6%
WHG
531
Westwood Holdings Group
Texas
$1.3M -$263K -3,441 -17%
LH
532
Lebenthal Holdings
New York
$1.3M +$92.2K +1,205 +8%
CCM
533
Coe Capital Management
Illinois
$1.29M +$124K +1,625 +11%
MWAC
534
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.29M +$12.8K +167 +1%
NI
535
Nuance Investments
Missouri
$1.28M +$1.28M +16,766 New
CA
536
Cambridge Advisors
Nebraska
$1.27M +$85.1K +1,112 +7%
ICOM
537
Investment Counselors of Maryland
Maryland
$1.25M -$319K -4,175 -20%
ISL
538
Ingalls & Snyder LLC
New York
$1.24M -$25.7K -336 -2%
ID
539
Integral Derivatives
New York
$1.24M +$1.24M +16,240 New
TIA
540
Trust Investment Advisors
Indiana
$1.23M +$64.7K +845 +6%
BFM
541
Boston Financial Management
Massachusetts
$1.22M -$619K -8,093 -34%
SIMM
542
Stillwater Investment Management (Minnesota)
Minnesota
$1.19M +$30.1K +393 +3%
WPP
543
Whalerock Point Partners
Rhode Island
$1.19M -$38.3K -500 -3%
VCAM
544
Van Cleef Asset Management
Ohio
$1.19M -$2.3M -30,106 -66%
EFS
545
Essex Financial Services
Connecticut
$1.18M +$20.6K +269 +2%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$1.17M +$78.8K +1,030 +7%
SWP
547
Stratos Wealth Partners
Ohio
$1.17M +$89.7K +1,172 +8%
PFS
548
Physicians Financial Services
North Carolina
$1.17M -$14.9K -195 -1%
1SB
549
1ST Source Bank
Indiana
$1.17M +$118K +1,537 +11%
SNT
550
Security National Trust
West Virginia
$1.16M +$6.43K +84 +0.6%
20 21
22
23 24