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Caterpillar
CAT

Overview Fund Activity

1,083 hedge funds and large institutions have $30.6B invested in Caterpillar in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 414 increasing their positions, 410 reducing their positions, and 69 closing their positions.

Holders
1,083
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
28.9%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.45%
New
102
Increased
414
Reduced
410
Closed
69
Calls
$1.02B
Puts
$1.65B
Net Calls
-$621M
Net Calls Change
+$433M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$752M
2
Invesco
2
Invesco
Georgia
$776M
3
Norges Bank
3
Norges Bank
Norway
$289M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.25B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$43.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.2B
2
ACM
2
Americafirst Capital Management
California
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$6.27M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.65B
5
Harris Associates
5
Harris Associates
Illinois
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1076
Lowe Wealth Advisors
Maryland
$4K 54 – –
FAM
1077
Fred Alger Management
New York
$4K 47 – –
PVH
1078
Psagot Value Holdings
Israel
$4K 49 – –
FPTW
1079
Franklin, Parlapiano, Turner & Welch
Texas
$3K 35 – –
TWMP
1080
Taylor Wealth Management Partners
Massachusetts
$3K 42 – –
EWM
1081
Endurance Wealth Management
Rhode Island
$1.08K 14,079 -783 -5%
OC
1082
Oakworth Capital
Alabama
$1K 8 – –
SFPM
1083
Sensible Financial Planning & Management
Massachusetts
$1K 11 – –
OCM
1084
One Capital Management
California
$242 3,164 -1,184 -27%
N
1085
Natixis
France
– – -365,300 Closed
O
1086
OppenheimerFunds
New York
– – -321,966 Closed
PG
1087
PEAK6 Group
Illinois
– – -191,093 Closed
EGM
1088
Engineers Gate Manager
New York
– – -105,242 Closed
Millennium Management
1089
Millennium Management
New York
– – -73,716 Closed
CFG
1090
Cambridge Financial Group
Ohio
– – -65,391 Closed
BCM
1091
Brown Capital Management
Maryland
– – -63,422 Closed
Handelsbanken Fonder
1092
Handelsbanken Fonder
Sweden
– – -58,948 Closed
BCM
1093
BlueCrest Capital Management
Jersey
– – -55,546 Closed
WAM
1094
Wolverine Asset Management
Illinois
– – -51,100 Closed
JT
1095
Jump Trading
Illinois
– – -45,809 Closed
CWM
1096
CIBC World Markets
New York
– – -42,152 Closed
QAM
1097
Quantres Asset Management
Cayman Islands
– – -39,200 Closed
PL
1098
Parkwood LLC
Ohio
– – -37,106 Closed
Simplex Trading
1099
Simplex Trading
Illinois
– – -34,818 Closed
CC
1100
Curian Capital
Colorado
– – -21,965 Closed
42 43
44
45 46