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Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$497M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$65.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.1M
4
Deutsche Bank
Deutsche Bank
Germany
+$36.3M
5
Norges Bank
Norges Bank
Norway
+$29.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$805M
2
State Street
State Street
Massachusetts
-$104M
3
Harris Associates
Harris Associates
Illinois
-$99.2M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$40.7M
5
TPCM
Tide Point Capital Management
Connecticut
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
901
Obermeyer Wealth Partners
Colorado
$219K -$7.57K -100 -3%
WC
902
Whitnell & Co
Illinois
$218K -$9.31K -123 -4%
BOTW
903
Bank of the West
California
$218K +$218K +2,885 New
TNB
904
Thomasville National Bank
Georgia
$217K – – –
FNB
905
First Niagara Bank
New York
$214K +$2.95K +39 +1%
CIA
906
Choate Investment Advisors
Massachusetts
$213K -$1.9K -25 -0.9%
WFG
907
Wills Financial Group
Virginia
$213K – – –
MBT
908
Montecito Bank & Trust
California
$213K +$213K +2,815 New
ISB
909
Iowa State Bank
Iowa
$210K +$3.79K +50 +2%
CAM
910
Concorde Asset Management
Michigan
$210K +$6.28K +83 +3%
GAM
911
Gotham Asset Management
New York
$207K -$24.3M -320,128 -99%
KWMG
912
King Wealth Management Group
Florida
$206K -$82.5K -1,089 -29%
CC
913
Courier Capital
New York
$206K -$2.5K -33 -1%
SBL
914
Sargent Bickham Lagudis
Colorado
$206K – – –
JG
915
Jefferies Group
New York
$206K +$179K +2,361 +675%
BFPW
916
BOK Financial Private Wealth
Colorado
$206K +$206K +2,723 New
AP
917
Atwood & Palmer
Missouri
$205K -$30.8K -405 -13%
SCM
918
Salem Capital Management
Massachusetts
$205K – – –
B
919
Bailard
California
$205K +$205K +2,705 New
TCM
920
Traynor Capital Management
Pennsylvania
$204K -$35.8K -484 -15%
TC
921
Telemus Capital
Michigan
$202K +$202K +2,661 New
AP
922
Appleton Partners
Massachusetts
$201K – – –
GAM
923
Gould Asset Management
California
$200K +$200K +2,635 New
ZB
924
Zions Bancorporation
Utah
$199K -$38.9K -511 -16%
TF
925
Tompkins Financial
New York
$199K – – –
35 36
37
38 39