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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 %
MMPW
601
Mitchell McLeod Pugh & Williams
Alabama
$910K +$59.7K +780 +7%
CLOS
602
Compagnie Lombard Odier SCmA
Switzerland
$909K -$130K -1,700 -13%
ECM
603
EagleClaw Capital Management
Massachusetts
$899K – – –
PIA
604
Peachtree Investment Advisors
Georgia
$881K +$31.8K +415 +4%
Pacer Advisors
605
Pacer Advisors
Pennsylvania
$879K +$91.6K +1,197 +12%
WB
606
WesBanco Bank
West Virginia
$861K -$82.3K -1,075 -9%
BG
607
Bahl & Gaynor
Ohio
$856K -$149K -1,941 -15%
1IA
608
1834 Investment Advisors
Wisconsin
$851K -$3.6K -47 -0.4%
LPC
609
Loeb Partners Corp
New York
$849K -$7.65K -100 -0.9%
FIM
610
Fernwood Investment Management
Massachusetts
$846K – – –
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
$842K – – –
HIC
612
Holderness Investments Company
North Carolina
$841K +$32.4K +424 +4%
Bank of Nova Scotia
613
Bank of Nova Scotia
Ontario, Canada
$838K -$16.1K -210 -2%
CFG
614
Citizens Financial Group
Rhode Island
$832K -$61.2K -800 -7%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$831K +$23.7K +310 +3%
Parallax Volatility Advisers
616
Parallax Volatility Advisers
California
$824K -$37.5M -489,317 -98%
WC
617
Woodstock Corp
Massachusetts
$822K +$822K +10,745 New
PNC
618
Park National Corp
Ohio
$818K -$43.6K -569 -5%
VFA
619
Voya Financial Advisors
Connecticut
$816K -$266K -3,483 -25%
FNBTCON
620
First National Bank & Trust Co of Newtown
Pennsylvania
$814K – – –
FMBTD
621
First Midwest Bank Trust Division
Illinois
$806K +$806K +10,527 New
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$800K +$25.9K +339 +3%
BHC
623
Bowen Hanes & Co
Florida
$786K -$459K -6,000 -37%
RCA
624
Rowland Carmichael Advisors
Arizona
$780K +$780K +10,189 New
WCBA
625
Weaver C. Barksdale & Associates
Tennessee
$775K – – –
23 24
25
26 27