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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 %
NSB
1026
Norway Savings Bank
Maine
$224K 2,080 +100 +5%
NWM
1027
Northwest Wealth Management
Iowa
$223K 2,079 +2,079 New
MCM
1028
Manchester Capital Management
Vermont
$222K 2,063 – –
BTIS
1029
BB&T Investment Services
North Carolina
$222K 2,062 +626 +44%
ACP
1030
Arcus Capital Partners
Georgia
$222K 2,064 +2,064 New
SCM
1031
Southport Capital Management
Tennessee
$221K 2,058 +2,058 New
CC
1032
Cognios Capital
Kansas
$220K 2,052 +2,052 New
RCM
1033
RB Capital Management
Nevada
$219K 2,036 +2,036 New
CPO
1034
Cerity Partners OCIO
New York
$218K 2,030 +2,030 New
RAM
1035
Redmond Asset Management
Virginia
$217K 2,021 +2,021 New
AFG
1036
Albion Financial Group
Utah
$215K 2,000 +2,000 New
ACA
1037
Anchor Capital Advisors
Massachusetts
$215K 2,005 +2,005 New
NSAM
1038
North Star Asset Management
Wisconsin
$214K 1,991 +1,991 New
YWP
1039
YorkBridge Wealth Partners
New York
$213K 1,987 – –
BFPW
1040
BOK Financial Private Wealth
Colorado
$213K 1,982 +1,982 New
CD
1041
Carl Domino
Florida
$212K 1,975 +1,975 New
SBSB
1042
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K 1,952 +1,952 New
BFA
1043
Benedict Financial Advisors
Georgia
$208K 1,954 +1,954 New
FFC
1044
First Financial Corp
Indiana
$206K 1,915 +30 +2%
TIM
1045
Total Investment Management
Arizona
$205K 1,910 +1,910 New
ECM
1046
Estabrook Capital Management
New York
$204K 1,900 -450 -19%
BPB
1047
Badgley, Phelps & Bell
Washington
$203K 1,885 +1,885 New
KWM
1048
Kingsview Wealth Management
Oregon
$202K 1,879 +1,879 New
TBNY
1049
Trustco Bank (New York)
New York
$200K 1,863 +1,863 New
RPG
1050
Risk Paradigm Group
Texas
$199K 1,848 +1,325 +253%
40 41
42
43 44