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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 %
HHC
1101
Hutchin Hill Capital
New York
– – -20,500 Closed
PC
1102
Pomelo Capital
New York
– – -20,000 Closed
BAC
1103
Boys Arnold & Co
North Carolina
– – -18,520 Closed
NA
1104
Navellier & Associates
Nevada
– – -17,400 Closed
BCM
1105
Bluefin Capital Management
New York
– – -16,654 Closed
BCM
1106
BTR Capital Management
California
– – -12,376 Closed
CC
1107
Cipher Capital
New York
– – -12,371 Closed
Verition Fund Management
1108
Verition Fund Management
Connecticut
– – -11,124 Closed
BA
1109
Broadview Advisors
Wisconsin
– – -10,500 Closed
SCA
1110
Stonebridge Capital Advisors
Minnesota
– – -9,564 Closed
DBIA
1111
Dumont & Blake Investment Advisors
New Jersey
– – -9,546 Closed
RAM
1112
Redmond Asset Management
Virginia
– – -8,101 Closed
BFG
1113
Beacon Financial Group
Texas
– – -6,772 Closed
ACM
1114
Americafirst Capital Management
California
– – -6,182 Closed
IIC
1115
Ironwood Investment Counsel
Arizona
– – -5,590 Closed
IT
1116
Independence Trust
Tennessee
– – -5,399 Closed
Fiera Capital (Canada)
1117
Fiera Capital (Canada)
Quebec, Canada
– – -5,280 Closed
Two Sigma Investments
1118
Two Sigma Investments
New York
– – -5,120 Closed
PP
1119
Patten & Patten
Tennessee
– – -4,880 Closed
CCM
1120
Chickasaw Capital Management
Tennessee
– – -4,825 Closed
LA
1121
Lucus Advisors
New York
– – -4,416 Closed
RBC
1122
Ronald Blue & Co
Georgia
– – -4,290 Closed
GCA
1123
Gideon Capital Advisors
New York
– – -4,121 Closed
PL
1124
Plancorp LLC
Missouri
– – -4,080 Closed
AFWA
1125
Ancora Family Wealth Advisors
Ohio
– – -3,662 Closed
43 44
45
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