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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 %
WAS
1051
Winch Advisory Services
Wisconsin
$6K 92 -64 -41%
HA
1052
Harfst & Associates
Wyoming
$6K 100 -60 -38%
PCP
1053
Proficio Capital Partners
Massachusetts
$6K 81 +81 New
DA
1054
Dunvegan Associates
California
$5K 70 – –
RFS
1055
Rockefeller Financial Services
New York
$5K 80 – –
LWA
1056
Lowe Wealth Advisors
Maryland
$4K 54 – –
PVH
1057
Psagot Value Holdings
Israel
$3K 49 – –
TWMP
1058
Taylor Wealth Management Partners
Massachusetts
$3K 42 +1 +2%
FAM
1059
Fred Alger Management
New York
$3K 47 +47 New
FPTW
1060
Franklin, Parlapiano, Turner & Welch
Texas
$2K 35 – –
AWMS
1061
Advocacy Wealth Management Services
Georgia
$2K 35 +35 New
OC
1062
Oakworth Capital
Alabama
$1K 8 -100 -93%
GXMC
1063
Global X Management Company
New York
$1K 16 – –
SFPM
1064
Sensible Financial Planning & Management
Massachusetts
$1K 11 +11 New
WA
1065
WBH Advisory
Maryland
$603 8,877 -7,275 -45%
FNBOO
1066
First National Bank of Omaha
Nebraska
$234 3,438 +3,438 New
Westfield Capital Management
1067
Westfield Capital Management
Massachusetts
– – -710,028 Closed
HCM
1068
Hamlin Capital Management
New York
– – -269,535 Closed
HT
1069
HAP Trading
New York
– – -265,260 Closed
Lord, Abbett & Co
1070
Lord, Abbett & Co
New Jersey
– – -259,800 Closed
Renaissance Technologies
1071
Renaissance Technologies
New York
– – -258,600 Closed
Arrowstreet Capital
1072
Arrowstreet Capital
Massachusetts
– – -227,600 Closed
ARC
1073
Absolute Return Capital
Massachusetts
– – -149,363 Closed
FIM
1074
Foresters Investment Management
New York
– – -118,385 Closed
MCM
1075
Moore Capital Management
New York
– – -81,258 Closed
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43
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