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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 %
RGI
576
River Global Investors
United Kingdom
$1.01M +$1.01M +13,250 New
CI
577
Constellation Investments
Ohio
$1M +$23K +300 +2%
TU
578
TDAM USA
Ontario, Canada
$1M +$11K +144 +1%
FNBT
579
FineMark National Bank & Trust
Florida
$986K -$242K -3,169 -20%
PIM
580
Penobscot Investment Management
Massachusetts
$984K -$311K -4,070 -24%
AIP
581
Ameritas Investment Partners
Nebraska
$982K -$9.95K -130 -1%
FCH
582
Freestone Capital Holdings
Washington
$980K – – –
MSV
583
MN Services Vermogensbeheer
Netherlands
$977K +$977K +14,550 New
MHIM
584
MacNealy Hoover Investment Management
Ohio
$975K +$59.4K +776 +6%
RG
585
Renaissance Group
Kentucky
$972K +$26.6K +348 +3%
ACP
586
Ashfield Capital Partners
California
$964K +$30.6K +400 +3%
GIA
587
Guyasuta Investment Advisors
Pennsylvania
$961K – – –
JPMIA
588
J.P. Marvel Investment Advisors
Massachusetts
$959K -$5.97K -78 -0.6%
BVDMP
589
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$957K -$314K -4,100 -25%
BOC
590
Barbara Oil Co
Illinois
$957K – – –
CWM
591
Concert Wealth Management
California
$956K +$70.8K +922 +8%
EWM
592
Evercore Wealth Management
New York
$951K -$169K -2,211 -15%
FTIOP
593
Fiduciary Trust International of Pennsylvania
Pennsylvania
$946K -$30.6K -400 -3%
CT
594
Coastline Trust
Rhode Island
$945K +$52K +680 +6%
QI
595
QS Investors
New York
$943K +$79.8K +1,043 +9%
IHL
596
Investment House LLC
California
$940K – – –
GHA
597
Garcia Hamilton & Associates
Texas
$925K -$1M -13,095 -52%
EB
598
Eastern Bank
Massachusetts
$924K -$50K -654 -5%
OIA
599
Optimum Investment Advisors
Illinois
$922K -$372K -4,856 -29%
TRIM
600
Thompson Rubinstein Investment Management
Oregon
$915K – – –
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24
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