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Caterpillar
CAT

Overview Fund Activity

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$1.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.11B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$197M
5
Jennison Associates
5
Jennison Associates
New York
$117M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$629M
3
Harris Associates
3
Harris Associates
Illinois
$727M
4
Invesco
4
Invesco
Georgia
$828M
5
State Street
5
State Street
Massachusetts
$5.47B
Name Market Value Shares Shares
Change 		Shares
Change %
SDJVC
951
St. Denis J. Villere & Co
Louisiana
$284K 2,650 -44,425 -94%
PTC
952
Philadelphia Trust Company
Pennsylvania
$284K 2,645 +2,645 New
SNB
953
Security National Bank
Nebraska
$280K 2,603 – –
ZF
954
Zhang Financial
Michigan
$280K 2,599 +200 +8%
TI
955
Trexquant Investment
Connecticut
$279K 2,600 -1,688 -39%
BONST
956
Bank of Nova Scotia Trust
Ontario, Canada
$279K 2,600 – –
TWM
957
Torch Wealth Management
Ohio
$273K 2,540 -898 -26%
GIA
958
GHP Investment Advisors
Colorado
$273K 2,542 – –
SHGA
959
Sand Hill Global Advisors
California
$273K 2,540 +2,540 New
AMM
960
American Money Management
California
$272K 2,527 +8 +0.3%
PA
961
Parallel Advisors
California
$272K 2,386 +254 +12%
IPC
962
Independent Portfolio Consultants
Florida
$271K 2,524 -4,987 -66%
WA
963
Wealth Architects
California
$271K 2,522 -25 -1%
PCM
964
Penserra Capital Management
California
$271K 2,525 +2,525 New
SIM
965
Sterling Investment Management
Arizona
$270K 2,509 +1 +0%
CAMG
966
CWA Asset Management Group
Florida
$270K 2,513 +129 +5%
RMCM
967
Reynders McVeigh Capital Management
Massachusetts
$269K 2,506 -150 -6%
GAM
968
Garrison Asset Management
Arkansas
$269K 2,506 – –
BWA
969
Burt Wealth Advisors
Maryland
$269K 2,504 – –
LCM
970
LVM Capital Management
Michigan
$269K 2,500 – –
BBNB
971
Baker Boyer National Bank
Washington
$269K 2,500 – –
JCM
972
Jacobi Capital Management
Pennsylvania
$268K 2,486 +636 +34%
SFM
973
Signature Financial Management
Virginia
$267K 2,475 – –
RIM
974
Regent Investment Management
Kentucky
$266K 2,475 – –
SYBT
975
Stock Yards Bank & Trust
Kentucky
$265K 2,470 – –
37 38
39
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