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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$43.7M 571,223 +564,787 +8,775%
US Bancorp
77
US Bancorp
Minnesota
$42.8M 559,735 -4,464 -0.8%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$41.2M 538,467 -89,320 -14%
American Century Companies
79
American Century Companies
Missouri
$41.1M 537,531 +276,550 +106%
ELC
80
Edgar Lomax Company
Virginia
$41M 535,350 +125,500 +31%
ORIO
81
Old Republic International (ORI)
Illinois
$40.6M 530,100 +153,000 +41%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$40.2M 525,840 +6,849 +1%
GC
83
Guggenheim Capital
Illinois
$39.3M 512,972 -97,323 -16%
Canada Life
84
Canada Life
Manitoba, Canada
$39.2M 512,581 +36,516 +8%
GIA
85
Gateway Investment Advisers
Ohio
$38.6M 504,534 -4,966 -1%
Fidelity International
86
Fidelity International
Bermuda
$38.3M 500,886 +31,827 +7%
TPCM
87
Tide Point Capital Management
Connecticut
$38.3M 500,000 +500,000 New
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$38.2M 498,872 +12,530 +3%
SWITC
89
Stewart West Indies Trading Company
Colorado
$38.2M 498,700 – –
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$37.8M 493,203 +493,203 New
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$37.3M 487,550 +487,550 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$36.9M 481,883 -3,768 -0.8%
Ameriprise
93
Ameriprise
Minnesota
$36M 470,527 +3,546 +0.8%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$35.4M 463,120 +463,120 New
NIPH
95
NN Investment Partners Holdings
Netherlands
$34.7M 453,359 +453,359 New
SB
96
Suntrust Banks
Georgia
$34.5M 451,222 +3,831 +0.9%
Federated Hermes
97
Federated Hermes
Pennsylvania
$34.3M 447,981 +151,263 +51%
Caisse de Depot et Placement du Quebec (CDPQ)
98
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.1M 419,300 +171,800 +69%
Aviva
99
Aviva
United Kingdom
$30.5M 397,950 -2,360 -0.6%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.2M 394,593 -18,423 -4%
2 3
4
5 6