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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 %
MCM
1101
Mork Capital Management
California
– – -7,800 Closed
BCM
1102
BBT Capital Management
Texas
– – -7,766 Closed
PAM
1103
PT Asset Management
Illinois
– – -7,545 Closed
CIP
1104
Cornerstone Investment Partners
Georgia
– – -6,772 Closed
ANB
1105
Amarillo National Bank
Texas
– – -6,191 Closed
AHC
1106
Adell Harriman & Carpenter
Texas
– – -6,189 Closed
JAFL
1107
Jay A. Fishman Ltd
Michigan
– – -6,000 Closed
BBNB
1108
Baker Boyer National Bank
Washington
– – -5,480 Closed
IA
1109
Icon Advisers
Colorado
– – -4,900 Closed
CCG
1110
Cypress Capital Group
Florida
– – -4,462 Closed
BA
1111
Bennicas & Associates
California
– – -4,400 Closed
RMAM
1112
Raab & Moskowitz Asset Management
New Jersey
– – -4,323 Closed
DAM
1113
Deltec Asset Management
New York
– – -4,000 Closed
IC
1114
IKOS CIF
Cyprus
– – -3,917 Closed
PFS
1115
Prospera Financial Services
Texas
– – -3,902 Closed
FG
1116
Fiduciary Group
Georgia
– – -3,724 Closed
BL
1117
Bolton LP
Connecticut
– – -3,700 Closed
HCM
1118
Hodges Capital Management
Texas
– – -3,600 Closed
FMBTD
1119
First Midwest Bank Trust Division
Illinois
– – -3,509 Closed
AI
1120
Atria Investments
North Carolina
– – -3,503 Closed
SSG
1121
Summit Securities Group
New York
– – -3,500 Closed
AFG
1122
Albion Financial Group
Utah
– – -3,425 Closed
PGIM
1123
Pacific Global Investment Management
California
– – -3,370 Closed
GC
1124
Grimes & Company
Massachusetts
– – -3,215 Closed
DHFB
1125
Dixon Hubard Feinour & Brown
Virginia
– – -3,174 Closed
43 44
45
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