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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 %
FNT
776
First National Trust
Pennsylvania
$463K +$72.4K +780 +19%
FFBTD
777
First Financial Bank - Trust Division
Ohio
$458K -$16.2K -175 -3%
TDC
778
Thompson Davis & Co
Virginia
$453K -$9.19K -99 -2%
SCP
779
Sandhill Capital Partners
New York
$449K -$109K -1,175 -20%
AB
780
Atlas Brown
Kentucky
$448K +$24.1K +260 +6%
TCM
781
TVR Capital Management
Connecticut
$447K +$447K +4,820 New
BIC
782
Bridges Investment Counsel
Nebraska
$446K -$110K -1,193 -20%
TAM
783
Taylor Asset Management
Ontario, Canada
$445K – – –
SSA
784
Schonfeld Strategic Advisors
New York
$445K +$445K +4,801 New
ISB
785
Iowa State Bank
Iowa
$442K -$148K -1,590 -25%
DSC
786
Duncker Streett & Co
Missouri
$442K -$4.64K -50 -1%
JWA
787
JFS Wealth Advisors
Pennsylvania
$442K – – –
UF
788
Univest Financial
Pennsylvania
$440K +$16K +172 +4%
SBWM
789
Sunflower Bank Wealth Management
Arizona
$439K +$37.2K +400 +9%
AIM
790
Aspen Investment Management
Michigan
$438K – – –
PL
791
Parkwood LLC
Ohio
$437K -$25.2K -272 -5%
WCM
792
Windsor Capital Management
Arizona
$429K -$297K -3,200 -41%
AT
793
Arden Trust
Delaware
$425K – – –
AB
794
AT Bancorp
Iowa
$423K – – –
Fisher Asset Management
795
Fisher Asset Management
Washington
$421K +$83.4K +898 +25%
CANY
796
Caxton Associates (New York)
New York
$417K +$417K +4,500 New
MMG
797
Monetary Management Group
Missouri
$412K +$13.9K +150 +3%
FFEC
798
First Financial Equity Corporation
Arizona
$411K +$411K +4,434 New
SFSG
799
Stearns Financial Services Group
North Carolina
$409K +$10K +108 +3%
WAM
800
Wealthspire Advisors (Maryland)
Maryland
$408K -$29.9K -322 -7%
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