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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 %
GCA
826
Gideon Capital Advisors
New York
$280K +$280K +4,121 New
TCOT
827
Trust Company of Toledo
Ohio
$278K -$9.84K -145 -3%
CCM
828
Catawba Capital Management
Virginia
$278K – – –
WTB
829
Washington Trust Bank
Washington
$277K -$1.4M -20,657 -84%
PL
830
Plancorp LLC
Missouri
$277K – – –
PFM
831
Parsec Financial Management
North Carolina
$274K – – –
SIC
832
Schwartz Investment Counsel
Michigan
$272K -$11.9M -175,200 -98%
ST
833
Sabal Trust
Florida
$272K +$272K +4,000 New
ARMT
834
Amica Retiree Medical Trust
Rhode Island
$271K – – –
HPBT
835
High Point Bank & Trust
North Carolina
$269K -$13.6K -200 -5%
ITIM
836
Indiana Trust & Investment Management
Indiana
$268K +$268K +2,935 New
PAM
837
PartnerRe Asset Management
Connecticut
$267K -$475K -6,980 -64%
PSI
838
Pinnacle Summer Investments
Virginia
$267K +$30.6K +453 +13%
IIC
839
Ironwood Investment Counsel
Arizona
$265K – – –
First Manhattan
840
First Manhattan
New York
$265K +$20.7K +305 +8%
WJA
841
Williams Jones & Associates
New York
$262K -$376K -5,540 -59%
ZF
842
Zhang Financial
Michigan
$257K -$42.6K -627 -14%
PAIA
843
Park Avenue Institutional Advisers
New York
$256K -$16.5K -243 -6%
AIM
844
Aspen Investment Management
Michigan
$253K – – –
BTNA
845
Bremer Trust National Association
Minnesota
$250K -$5.22K -77 -2%
AFWA
846
Ancora Family Wealth Advisors
Ohio
$249K -$198K -2,913 -44%
DWT
847
Dorsey & Whitney Trust
South Dakota
$249K +$249K +3,647 New
SAM
848
Strategy Asset Managers
California
$248K – – –
AB
849
Atlas Brown
Kentucky
$248K +$16.7K +287 +7%
NG
850
Northstar Group
New York
$245K -$43.6K -641 -15%
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