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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 %
SCA
576
STALEY CAPITAL ADVISERS
Pennsylvania
$917K +$54.3K +800 +6%
AT
577
Arden Trust
Delaware
$914K +$24.4K +359 +3%
CB
578
Community Bank
New York
$911K -$23.1K -339 -2%
Bessemer Group
579
Bessemer Group
New Jersey
$905K -$127K -1,874 -12%
BG
580
Bahl & Gaynor
Ohio
$892K -$213K -3,138 -19%
AIP
581
Ameritas Investment Partners
Nebraska
$880K +$1.56K +23 +0.2%
TU
582
TDAM USA
Ontario, Canada
$879K -$34.7K -511 -4%
FCH
583
Freestone Capital Holdings
Washington
$870K -$13.6K -200 -2%
CI
584
Constellation Investments
Ohio
$870K -$13.6K -200 -2%
CPO
585
Cerity Partners OCIO
New York
$870K +$870K +12,801 New
FTIOP
586
Fiduciary Trust International of Pennsylvania
Pennsylvania
$867K -$434K -6,393 -33%
EB
587
Eastern Bank
Massachusetts
$865K -$29.1K -429 -3%
ACPU
588
Arrowgrass Capital Partners (US)
Delaware
$861K -$840K -12,355 -49%
JPMIA
589
J.P. Marvel Investment Advisors
Massachusetts
$857K +$857K +12,604 New
GIA
590
Guyasuta Investment Advisors
Pennsylvania
$853K +$4.96K +73 +0.6%
BOC
591
Barbara Oil Co
Illinois
$850K – – –
JIC
592
Johnson Investment Counsel
Ohio
$848K -$60K -884 -7%
BCM
593
BTR Capital Management
California
$841K -$136K -2,000 -14%
CC
594
Cipher Capital
New York
$841K +$841K +12,371 New
RG
595
Renaissance Group
Kentucky
$839K -$70.2K -1,033 -8%
WB
596
WesBanco Bank
West Virginia
$837K -$231K -3,401 -22%
IHL
597
Investment House LLC
California
$835K -$50.9K -749 -6%
ST
598
Spinnaker Trust
Maine
$834K – – –
ACP
599
Ashfield Capital Partners
California
$829K -$13.9K -204 -2%
VRS
600
Virginia Retirement Systems
Virginia
$827K +$6.46K +95 +0.8%
22 23
24
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