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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.

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
1
Americafirst Capital Management
California
$420M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.04B
3
AIG
3
American International Group
New York
$347M
4
Invesco
4
Invesco
Georgia
$587M
5
Capital International Investors
5
Capital International Investors
California
$134M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.52B
2
American Century Companies
2
American Century Companies
Missouri
$17.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$313M
5
Northern Trust
5
Northern Trust
Illinois
$466M
Name Market Value Shares Shares
Change 		Shares
Change %
WEC
901
Winslow Evans & Crocker
Massachusetts
$205K 3,022 -340 -10%
SYBT
902
Stock Yards Bank & Trust
Kentucky
$205K 3,015 -460 -13%
BC
903
Bartlett & Co
Ohio
$205K 3,012 – –
AIM
904
Assured Investment Management
New York
$205K 3,016 +2,549 +546%
TNB
905
Thomasville National Bank
Georgia
$205K 3,019 +3,019 New
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$205K 3,012 +877 +41%
SIG
907
Schooner Investment Group
Pennsylvania
$204K 3,000 -2,000 -40%
SOAMC
908
Spirit of America Management Corp
New York
$204K 3,000 – –
CIS
909
Capital International Sarl
California
$204K 3,000 +600 +25%
RMCM
910
Reynders McVeigh Capital Management
Massachusetts
$204K 2,996 +2,996 New
BWA
911
Burt Wealth Advisors
Maryland
$203K 2,999 -245 -8%
PPSG
912
Princeton Portfolio Strategies Group
New Jersey
$203K 2,980 +2,980 New
RIM
913
Regent Investment Management
Kentucky
$203K 2,990 +2,990 New
IH
914
IFC Holdings
Florida
$202K 2,958 -222 -7%
DIS
915
Diversified Investment Strategies
Louisiana
$202K 2,975 +2,975 New
MCM
916
Mengis Capital Management
Oregon
$200K 2,944 +2,944 New
CG
917
Cutler Group
California
$199K 2,931 +2,931 New
ZB
918
Zions Bancorporation
Utah
$195K 2,881 -13,527 -82%
FWM
919
Focused Wealth Management
New York
$190K 2,789 +894 +47%
SMG
920
Spectrum Management Group
Indiana
$189K 2,779 +805 +41%
GLI
921
Guardian Life Insurance
New York
$188K 2,764 -759 -22%
S
922
SignatureFD
Georgia
$187K 2,748 -3,133 -53%
FNBSF
923
First National Bank Sioux Falls
South Dakota
$184K 2,705 -400 -13%
CFA
924
CT Financial Advisors
Pennsylvania
$180K 2,646 +1 +0%
SFU
925
Stonehage Fleming (UK)
United Kingdom
$179K 2,640 +300 +13%
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37
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