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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
Americafirst Capital Management
California
$420M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.04B
3
AIG
American International Group
New York
$347M
4
Invesco
Invesco
Georgia
$587M
5
Capital International Investors
Capital International Investors
California
$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.52B
2
American Century Companies
American Century Companies
Missouri
$17.7M
3
SG Americas Securities
SG Americas Securities
New York
$16.1M
4
Bank of America
Bank of America
North Carolina
$313M
5
Northern Trust
Northern Trust
Illinois
$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
776
Summit Financial Wealth Advisors
Louisiana
$349K +$342K +5,030 +4,745%
Two Sigma Investments
777
Two Sigma Investments
New York
$348K -$2.83M -41,601 -89%
Grantham, Mayo, Van Otterloo & Co (GMO)
778
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$347K – – –
NIMI
779
Natixis Investment Managers International
France
$344K – – –
AP
780
Advisor Partners
California
$343K +$35K +515 +11%
MPI
781
Mairs & Power Inc
Minnesota
$342K -$6.8K -100 -2%
BAM
782
Barrett Asset Management
New York
$340K -$680 -10 -0.2%
CSA
783
Cottage Street Advisors
Massachusetts
$336K +$336K +3,600 New
GBBWRPM
784
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$336K +$336K +4,951 New
ALA
785
Atherton Lane Advisers
California
$332K -$30.6K -450 -8%
PP
786
Patten & Patten
Tennessee
$332K -$15.3K -225 -4%
SG
787
Somerset Group
Minnesota
$332K – – –
RCAG
788
Rehmann Capital Advisory Group
Michigan
$331K +$77.2K +1,138 +30%
TL
789
Tirschwell & Loewy
New York
$331K +$331K +4,875 New
SCM
790
Southport Capital Management
Tennessee
$329K +$68 +1 +0%
CCM
791
Chickasaw Capital Management
Tennessee
$328K -$35.7K -525 -10%
TBA
792
Train Babcock Advisors
New York
$328K -$8.5K -125 -3%
PTC
793
Private Trust Company
Ohio
$328K -$7.27K -107 -2%
DSC
794
Duncker Streett & Co
Missouri
$327K -$27.2K -400 -8%
JFA
795
Johanson Financial Advisors
California
$325K +$325K +4,764 New
BA
796
Birinyi Associates
Connecticut
$323K -$292K -4,300 -48%
AF
797
Affiance Financial
Minnesota
$323K – – –
SBWM
798
Sunflower Bank Wealth Management
Arizona
$322K – – –
CD
799
Carl Domino
Florida
$319K -$216K -3,185 -40%
SPC
800
Stewart & Patten Company
California
$317K -$44.2K -650 -12%
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