CAT icon

Caterpillar
CAT

Overview Fund Activity

1,065 hedge funds and large institutions have $28.2B invested in Caterpillar in 2015 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 308 increasing their positions, 515 reducing their positions, and 87 closing their positions.

Holders
1,065
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
27.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
107
Increased
308
Reduced
515
Closed
87
Calls
$746M
Puts
$1.8B
Net Calls
-$1.05B
Net Calls Change
-$251M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$420M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.04B
3
AIG
3
American International Group
New York
$347M
4
Invesco
4
Invesco
Georgia
$587M
5
Capital International Investors
5
Capital International Investors
California
$134M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.52B
2
American Century Companies
2
American Century Companies
Missouri
$17.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$313M
5
Northern Trust
5
Northern Trust
Illinois
$466M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
976
Integrated Wealth Management
California
$58K 850 +5 +0.6%
PMFA
977
Plante Moran Financial Advisors
Michigan
$57K 835 -396 -32%
AF
978
Allworth Financial
California
$57K 833 – –
CG
979
Colony Group
Massachusetts
$56K 827 -200 -19%
SSB
980
Sandy Spring Bank
Maryland
$56K 826 -150 -15%
HCM
981
Highlander Capital Management
New Jersey
$55K 815 -1,000 -55%
CPA
982
Cowen Prime Advisors
New York
$54K 800 – –
AWM
983
AllSquare Wealth Management
New York
$53K 785 – –
WIC
984
Woodmont Investment Counsel
Tennessee
$52K 760 – –
JFA
985
JNBA Financial Advisors
Minnesota
$52K 764 – –
LWA
986
Lenox Wealth Advisors
New York
$51K 750 -63 -8%
MWP
987
MYCIO Wealth Partners
Pennsylvania
$48K 700 – –
DOA
988
D'Orazio & Associates
Virginia
$48K 700 – –
FPFS
989
First Personal Financial Services
North Carolina
$48K 700 – –
KC
990
Kingfisher Capital
North Carolina
$47K 696 +696 New
KPCM
991
Kings Point Capital Management
New York
$46K 675 – –
RFA
992
Reilly Financial Advisors
California
$46K 676 +100 +17%
AC
993
Alexandria Capital
Virginia
$45K 665 +3 +0.5%
Loomis, Sayles & Company
994
Loomis, Sayles & Company
Massachusetts
$44K 645 -97 -13%
VCM
995
Vigilant Capital Management
Maine
$44K 650 – –
OFS
996
Orrstown Financial Services
Pennsylvania
$44K 654 +78 +14%
SC
997
Saturna Capital
Washington
$43K 631 +631 New
JAM
998
Jolley Asset Management
North Carolina
$41K 600 – –
WRM
999
Westport Resources Management
Connecticut
$40K 595 -1,000 -63%
GI
1000
Gradient Investments
Minnesota
$40K 585 – –
38 39
40
41 42