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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 %
JFA
801
Johanson Financial Advisors
California
$361K -$3.98K -52 -1%
VWA
802
V Wealth Advisors
Kansas
$361K +$361K +4,695 New
AB
803
Atlas Brown
Kentucky
$359K +$32.2K +421 +10%
TWM
804
Torch Wealth Management
Ohio
$358K +$38.4K +502 +12%
AF
805
Affiance Financial
Minnesota
$351K -$13.4K -175 -4%
AB
806
AT Bancorp
Iowa
$345K -$3.67K -48 -1%
BDF
807
Balasa Dinverno & Foltz
$342K -$542K -7,074 -61%
LOAMS
808
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K – – –
WTB
809
Washington Trust Bank
Washington
$342K +$30.1K +394 +10%
FCBT
810
First Citizens Bank & Trust
North Carolina
$342K +$342K +4,466 New
IP
811
Isthmus Partners
Wisconsin
$337K – – –
FA
812
FDx Advisors
Illinois
$336K -$98.9K -1,291 -23%
SBWM
813
Sunflower Bank Wealth Management
Arizona
$334K -$28.7K -375 -8%
GHA
814
GW Henssler & Associates
Georgia
$334K – – –
TAM
815
Taurus Asset Management
New York
$334K – – –
SLG
816
Stanley-Laman Group
Pennsylvania
$328K -$17K -222 -5%
MFW
817
Mosaic Family Wealth
Missouri
$327K -$15.3K -200 -4%
WPW
818
Waldron Private Wealth
Pennsylvania
$326K -$82.6K -1,082 -20%
MAM
819
Mizuho Asset Management
Japan
$323K -$253K -3,170 -44%
VKH
820
Virtu KCG Holdings
New York
$322K -$8.27M -107,931 -96%
HTC
821
Haverford Trust Company
Pennsylvania
$321K -$13.4K -175 -4%
KFA
822
Kelleher Financial Advisors
New York
$320K +$320K +4,183 New
LPT
823
Legacy Private Trust
Wisconsin
$319K +$319K +4,170 New
FFC
824
First Financial Corp
Indiana
$318K -$82.9K -1,084 -21%
VWM
825
Vector Wealth Management
Minnesota
$317K -$14.7K -192 -4%
31 32
33
34 35