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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 %
IC
826
InterOcean Capital
Illinois
$316K -$7.64K -100 -2%
PFP
827
Pinnacle Financial Partners
Tennessee
$315K -$168K -2,200 -35%
ST
828
Smithfield Trust
Pennsylvania
$315K -$13K -170 -4%
ST
829
Sabal Trust
Florida
$314K +$7.66K +100 +3%
RCM
830
Reynolds Capital Management
Nevada
$314K +$314K +4,100 New
CCM
831
Catawba Capital Management
Virginia
$313K – – –
FIM
832
Freedom Investment Management
Connecticut
$308K -$9.25K -121 -3%
SC
833
Saybrook Capital
North Carolina
$306K -$560K -7,325 -65%
FNB
834
Farmers National Bank
Kentucky
$306K -$116K -1,517 -27%
SIC
835
Schwartz Investment Counsel
Michigan
$306K – – –
ARMT
836
Amica Retiree Medical Trust
Rhode Island
$306K – – –
LNC
837
Lincoln National Corp
Pennsylvania
$305K -$501K -6,550 -62%
HPBT
838
High Point Bank & Trust
North Carolina
$303K – – –
CAI
839
Capital Advisors Inc
Oklahoma
$303K +$303K +3,955 New
PAM
840
PartnerRe Asset Management
Connecticut
$300K – – –
CP
841
Camelot Portfolios
Ohio
$295K +$31.9K +416 +12%
AMM
842
American Money Management
California
$293K +$293K +3,827 New
KWMG
843
King Wealth Management Group
Florida
$291K +$291K +3,808 New
PFM
844
Parsec Financial Management
North Carolina
$289K -$19.1K -250 -6%
RIA
845
Regal Investment Advisors
Michigan
$289K +$289K +3,770 New
WDA
846
Wendell David Associates
New Hampshire
$287K -$219K -2,850 -43%
BTNA
847
Bremer Trust National Association
Minnesota
$286K +$3.83K +50 +1%
SMG
848
Spectrum Management Group
Indiana
$285K +$72.6K +950 +34%
SAA
849
Southeast Asset Advisors
Georgia
$285K +$285K +3,717 New
TCOT
850
Trust Company of Toledo
Ohio
$284K -$29.9K -390 -10%
32 33
34
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