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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 %
VST
976
Van Strum & Towne
California
$265K 2,469 – –
WBG
977
Wharton Business Group
Pennsylvania
$264K 2,460 – –
PAS
978
Partnervest Advisory Services
California
$262K 2,442 -1,399 -36%
TAM
979
Trillium Asset Management
Massachusetts
$262K 2,435 – –
MHIC
980
Marble Harbor Investment Counsel
Massachusetts
$262K 2,439 – –
WPC
981
Waters Parkerson & Co
Louisiana
$261K 2,425 -50 -2%
CIA
982
Choate Investment Advisors
Massachusetts
$260K 2,420 -35 -1%
DI
983
Diligent Investors
California
$260K 2,418 – –
TCM
984
Telos Capital Management
California
$259K 2,406 – –
CCT
985
Chemung Canal Trust
New York
$259K 2,412 +2,412 New
FBT
986
First Bankers Trust
Kentucky
$258K 2,397 -59 -2%
FMLI
987
Fukoku Mutual Life Insurance
Japan
$258K 2,400 – –
NG
988
Northstar Group
New York
$256K 2,385 +8 +0.3%
CAM
989
Cypress Asset Management
Texas
$253K 2,350 -1,300 -36%
NG
990
NatWest Group
United Kingdom
$253K 2,350 – –
CCP
991
Corient Capital Partners
California
$252K 2,342 +11 +0.5%
PI
992
Pettee Investors
Connecticut
$251K 2,332 – –
VCM
993
Violich Capital Management
California
$250K 2,325 – –
BOS
994
Bingham Osborn & Scarborough
California
$250K 2,327 +30 +1%
BRC
995
Bell Rock Capital
Delaware
$248K 2,315 +1,233 +114%
PAM
996
Private Asset Management
California
$247K 2,300 – –
GHA
997
Garcia Hamilton & Associates
Texas
$246K 2,285 -3,150 -58%
BOTW
998
Bank of the West
California
$246K 2,290 -277 -11%
BWFM
999
Bridgewater Wealth & Financial Management
Maryland
$245K 2,278 – –
CAM
1000
Carret Asset Management
New York
$244K 2,275 – –
38 39
40
41 42