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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.

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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
State Street
Massachusetts
$4.22B
3
Harris Associates
Harris Associates
Illinois
$1.05B
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
Tide Point Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
1051
American National Bank & Trust
Texas
$4K +$4K +59 New
FPTW
1052
Franklin, Parlapiano, Turner & Welch
Texas
$3K – – –
TWMP
1053
Taylor Wealth Management Partners
Massachusetts
$3K +$70 +1 +2%
CIM
1054
Contravisory Investment Management
Massachusetts
$2K +$2K +28 New
AT
1055
Arden Trust
Delaware
$1.19K +$79 +1,047 +7%
SFPM
1056
Sensible Financial Planning & Management
Massachusetts
$1K – – –
FHC
1057
First Heartland Consultants
Missouri
$401 +$39 +513 +11%
TPCM
1058
Tide Point Capital Management
Connecticut
– -$38.3M -500,000 Closed
Balyasny Asset Management
1059
Balyasny Asset Management
Illinois
– -$35.4M -463,120 Closed
DFO
1060
Duquesne Family Office
New York
– -$25.3M -330,000 Closed
LPL Financial
1061
LPL Financial
California
– -$24.8M -329,179 Closed
AQR Capital Management
1062
AQR Capital Management
Connecticut
– -$8.1M -105,884 Closed
ARTA
1063
A.R.T. Advisors
New York
– -$7.01M -91,637 Closed
AIM
1064
Artemis Investment Management
United Kingdom
– -$6.74M -88,100 Closed
WCP
1065
Waterfront Capital Partners
New York
– -$6.51M -85,000 Closed
LSV Asset Management
1066
LSV Asset Management
Illinois
– -$6.27M -81,900 Closed
Squarepoint
1067
Squarepoint
New York
– -$5.04M -65,783 Closed
WG
1068
Winton Group
United Kingdom
– -$4.09M -53,485 Closed
FWIA
1069
Fort Washington Investment Advisors
Ohio
– -$3.87M -50,606 Closed
Point72 Asset Management
1070
Point72 Asset Management
Connecticut
– -$3.67M -48,000 Closed
EAM
1071
EverPoint Asset Management
Connecticut
– -$3.06M -40,000 Closed
RS
1072
Robeco Schweiz
Switzerland
– -$2.54M -33,159 Closed
OL
1073
Orbitronix LP
California
– -$2.3M -30,000 Closed
MHP
1074
Manatuck Hill Partners
Connecticut
– -$2.3M -30,000 Closed
WC
1075
Whitney & Co
New York
– -$2.22M -29,042 Closed
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