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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 %
Fisher Asset Management
726
Fisher Asset Management
Washington
$491K +$2.54K +32 +0.5%
SCA
727
Snowden Capital Advisors
New York
$488K +$488K +6,381 New
TC
728
Trust Company
Kansas
$481K +$1.15K +15 +0.2%
CTA
729
Colonial Trust Advisors
South Carolina
$480K – – –
RWA
730
River Wealth Advisors
Pennsylvania
$479K -$35K -458 -7%
CCFCSB
731
Cape Cod Five Cents Savings Bank
Massachusetts
$473K +$19.1K +250 +4%
TG
732
TLP Group
Illinois
$470K -$227K -2,969 -33%
FP
733
FDO Partners
Massachusetts
$467K +$467K +6,105 New
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$466K +$466K +6,089 New
RWA
735
Ropes Wealth Advisors
Massachusetts
$464K -$1.23K -16 -0.3%
WA1
736
Wimmer Associates 1
California
$461K -$3.82K -50 -0.8%
KA
737
Kovack Advisors
Florida
$461K +$120K +1,561 +35%
BHA
738
Beech Hill Advisors
New York
$455K – – –
CF
739
CenterStar Fund
Illinois
$453K -$652K – –
JIM
740
Jensen Investment Management
Oregon
$452K +$16.1K +210 +4%
BIC
741
Bridges Investment Counsel
Nebraska
$452K +$165K +2,163 +58%
DIA
742
Denver Investment Advisors
Colorado
$451K – – –
CCM
743
Crossvault Capital Management
Texas
$448K +$21.1K +275 +5%
IB
744
Intrust Bank
Kansas
$448K +$106K +1,387 +31%
BWAM
745
Boyd Watterson Asset Management
Ohio
$446K – – –
KM
746
Kalos Management
Georgia
$441K +$441K +5,815 New
BRWA
747
B. Riley Wealth Advisors
Florida
$439K -$194K -2,537 -31%
HVIA
748
Hudson Valley Investment Advisors
New York
$434K -$19.2K -250 -4%
NSIM
749
North Star Investment Management
Illinois
$434K – – –
GAM
750
Garrison Asset Management
Arkansas
$434K +$3.91K +51 +0.9%
28 29
30
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