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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 %
MSE
626
MUFG Securities EMEA
United Kingdom
$878K +$801K +8,633 +1,035%
BAS
627
Brown Advisory Securities
Maryland
$873K -$46.6K -501 -5%
FIM
628
Fruth Investment Management
Texas
$873K -$46.4K -500 -5%
AP
629
Advisor Partners
California
$872K -$82.7K -891 -9%
BAC
630
Boys Arnold & Co
North Carolina
$868K +$37.1K +400 +4%
SOAMC
631
Spirit of America Management Corp
New York
$867K – – –
CCC
632
Chelsea Counsel Company
California
$861K -$835K -9,010 -49%
CIA
633
Cascade Investment Advisors
Oregon
$859K -$659K -7,100 -43%
PNC
634
Park National Corp
Ohio
$856K -$36.8K -396 -4%
CF
635
CNA Financial
Illinois
$854K – – –
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$852K -$6.96K -75 -0.8%
CCM
637
Cribstone Capital Management
Maine
$852K +$760K +7,957 +829%
TCM
638
Teza Capital Management
Illinois
$846K +$846K +9,118 New
QSS
639
Quantitative Systematic Strategies
Florida
$835K +$835K +9,006 New
FNBT
640
FineMark National Bank & Trust
Florida
$832K -$307K -3,314 -27%
WB
641
WesBanco Bank
West Virginia
$832K – – –
BEC
642
Blue Edge Capital
Virginia
$829K -$14.2K -153 -2%
SC
643
SouthState Corp
Florida
$828K -$150K -1,616 -15%
Bessemer Group
644
Bessemer Group
New Jersey
$817K -$24.3K -262 -3%
OA
645
Oxbow Advisors
Texas
$809K – – –
WS
646
Wedbush Securities
California
$801K -$468K -5,043 -37%
WA
647
WBH Advisory
Maryland
$799K +$835 +9 +0.1%
BSA
648
Braun Stacey Associates
New York
$798K -$102K -1,100 -11%
IAA
649
Independent Advisor Alliance
North Carolina
$798K +$206K +2,187 +35%
WA
650
WFG Advisors
Texas
$789K -$42.7K -460 -5%
24 25
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