CAT icon

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.

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
1
BlackRock Fund Advisors
California
$752M
2
Invesco
2
Invesco
Georgia
$776M
3
Norges Bank
3
Norges Bank
Norway
$289M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.25B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$43.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.2B
2
ACM
2
Americafirst Capital Management
California
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$6.27M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.65B
5
Harris Associates
5
Harris Associates
Illinois
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
951
Cypress Capital Management (Wyoming)
Wyoming
$171K -$23K -300 -12%
GLI
952
Guardian Life Insurance
New York
$165K -$46.7K -610 -22%
MCM
953
Manchester Capital Management
Vermont
$158K -$26.1K -341 -14%
AAC
954
Asset Advisors Corp
Georgia
$156K – – –
PFBT
955
Parkside Financial Bank & Trust
Missouri
$154K +$9.79K +128 +7%
LJHT
956
Laurie J. Hall Trustee
$144K – – –
Royal London Asset Management
957
Royal London Asset Management
United Kingdom
$142K +$139K +10,607,006 +4,101%
SWA
958
Sutton Wealth Advisors
Florida
$141K +$141K +1,843 New
AIM
959
Assured Investment Management
New York
$123K -$107K -1,406 -47%
MWM
960
MinichMacGregor Wealth Management
New York
$123K +$3.13K +41 +3%
CA
961
CapWealth Advisors
Tennessee
$121K – – –
KF
962
Krilogy Financial
Missouri
$120K +$120K +1,572 New
SAMC
963
Shinko Asset Management Company
Japan
$117K -$9.14K -119 -7%
CM
964
Castleark Management
Illinois
$115K – – –
KLWA
965
Kelly Lawrence W & Associates
California
$115K +$15.3K +200 +15%
KKAMG
966
Kernodle & Katon Asset Management Group
Arkansas
$110K +$21K +275 +24%
IIC
967
Integrated Investment Consultants
Michigan
$109K +$109K +1,460 New
AIM
968
Advantage Investment Management
Iowa
$107K – – –
WA
969
WealthTrust-Arizona
Arizona
$103K -$3.22K -42 -3%
PAI
970
Pittenger & Anderson Inc
Nebraska
$100K – – –
FANJ
971
Financial Architects (New Jersey)
New Jersey
$98K +$98K +1,286 New
VIA
972
Vantage Investment Advisors
Pennsylvania
$97K -$1.15K -15 -1%
LNB
973
Ledyard National Bank
$93K – – –
FIB
974
First Interstate Bank
Montana
$92K -$9.61K -125 -9%
NYLT
975
New York Life Trust
New York
$92K +$92K +1,208 New
37 38
39
40 41