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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 %
MCM
526
Murphy Capital Management
New Jersey
$1.29M +$43.1K +465 +3%
PH
527
Pinnacle Holdings
Oklahoma
$1.28M -$7.61K -82 -0.6%
CICI
528
Capital Investment Counsel Inc
North Carolina
$1.28M -$90.4K -975 -7%
DMC
529
Drexel Morgan & Co
Pennsylvania
$1.27M -$104K -1,120 -8%
MYAM
530
Meiji Yasuda Asset Management
Japan
$1.27M +$432K +4,660 +52%
GIM
531
Guardian Investment Management
California
$1.27M -$370K -3,993 -23%
WSFS
532
Wilmington Savings Fund Society
Delaware
$1.25M +$148K +1,590 +13%
BA
533
Boston Advisors
Massachusetts
$1.25M -$174K -1,875 -12%
BA
534
Birinyi Associates
Connecticut
$1.24M +$812K +8,750 +188%
DCM
535
Dupont Capital Management
Delaware
$1.23M +$1.23M +13,228 New
CA
536
Cambridge Advisors
Nebraska
$1.22M -$3.9K -42 -0.3%
PNAA
537
Pictet North America Advisors
Switzerland
$1.21M +$1.21M +13,000 New
WAM
538
Wolverine Asset Management
Illinois
$1.21M +$1.21M +13,000 New
HFM
539
Hartford Financial Management
Connecticut
$1.2M +$463 +5 +0%
RVM
540
Robinson Value Management
Texas
$1.2M +$43.5K +469 +4%
FCH
541
Freestone Capital Holdings
Washington
$1.19M +$4.18K +45 +0.4%
EP
542
Elkfork Partners
Oregon
$1.18M +$240K +2,584 +25%
AFS
543
Amtrust Financial Services
New York
$1.18M – – –
Pacer Advisors
544
Pacer Advisors
Pennsylvania
$1.17M +$107K +1,155 +10%
PAM
545
PVG Asset Management
Colorado
$1.17M -$59K -636 -5%
CT
546
Coastline Trust
Rhode Island
$1.17M -$16.2K -175 -1%
SS
547
Simplicity Solutions
Minnesota
$1.17M +$110K +1,187 +10%
ATC
548
Adirondack Trust Company
New York
$1.16M -$66.8K -720 -5%
BVDMP
549
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.16M – – –
BOC
550
Barbara Oil Co
Illinois
$1.16M – – –
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