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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.

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
1
Fidelity Investments
Massachusetts
$659M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.68B
4
Deutsche Bank
4
Deutsche Bank
Germany
$168M
5
Norges Bank
5
Norges Bank
Norway
$316M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Harris Associates
3
Harris Associates
Illinois
$1.05B
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
5
Tide Point Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$44.8M 590,713 -18,610 -3%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$44.3M 584,243 +13,020 +2%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$43.6M 575,574 -6,058 -1%
ORIO
79
Old Republic International (ORI)
Illinois
$43.2M 570,100 +40,000 +8%
American Century Companies
80
American Century Companies
Missouri
$42.9M 566,434 +28,903 +5%
Federated Hermes
81
Federated Hermes
Pennsylvania
$42.9M 565,651 +117,670 +26%
ELC
82
Edgar Lomax Company
Virginia
$42.6M 561,872 +26,522 +5%
US Bancorp
83
US Bancorp
Minnesota
$41.4M 545,508 -14,227 -3%
First Trust Advisors
84
First Trust Advisors
Illinois
$41.1M 542,295 -39,918 -7%
Fidelity International
85
Fidelity International
Bermuda
$40.7M 536,787 +35,901 +7%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$38.3M 505,680 +6,808 +1%
GIA
87
Gateway Investment Advisers
Ohio
$38M 501,672 -2,862 -0.6%
SWITC
88
Stewart West Indies Trading Company
Colorado
$37.8M 498,700 – –
EVM
89
Eaton Vance Management
Massachusetts
$37.5M 494,858 -121,170 -20%
GC
90
Guggenheim Capital
Illinois
$36.9M 486,149 -26,823 -5%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$36.5M 481,937 -56,530 -10%
Ameriprise
92
Ameriprise
Minnesota
$36M 474,536 +4,009 +0.9%
Canada Life
93
Canada Life
Manitoba, Canada
$35.8M 472,528 -40,053 -8%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$35.4M 466,902 -14,981 -3%
SB
95
Suntrust Banks
Georgia
$34.7M 457,794 +6,572 +1%
NIPH
96
NN Investment Partners Holdings
Netherlands
$34.4M 453,859 +500 +0.1%
Aviva
97
Aviva
United Kingdom
$34.1M 449,053 +51,103 +13%
Stifel Financial
98
Stifel Financial
Missouri
$28M 369,933 +8,458 +2%
RHBC
99
R.H. Bluestein & Co
Michigan
$27.9M 367,599 +20,926 +6%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7M 364,956 -29,637 -8%
2 3
4
5 6