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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 %
AP
1126
AHL Partners
United Kingdom
– – -3,153 Closed
CIA
1127
CCM Investment Advisers
South Carolina
– – -3,105 Closed
PP
1128
Pegasus Partners
Wisconsin
– – -3,100 Closed
PCM
1129
Prelude Capital Management
New York
– – -2,079 Closed
RIA
1130
Regal Investment Advisors
Michigan
– – -1,804 Closed
SFFS
1131
Stonehage Fleming Financial Services
Jersey
– – -1,512 Closed
VIA
1132
Vident Investment Advisory
Georgia
– – -1,482 Closed
KF
1133
Krilogy Financial
Missouri
– – -1,311 Closed
MIC
1134
MU Investments Company
Japan
– – -1,000 Closed
AAM
1135
American Asset Management
Florida
– – -1,000 Closed
MGIA
1136
Moneta Group Investment Advisors
Missouri
– – -940 Closed
DLHL
1137
Donald L. Hagan LLC
Florida
– – -843 Closed
BCA
1138
Bray Capital Advisors
Florida
– – -800 Closed
SCP
1139
Syntal Capital Partners
Texas
– – -764 Closed
HCP
1140
Holt Capital Partners
Texas
– – -680 Closed
RPG
1141
Risk Paradigm Group
Texas
– – -500 Closed
IRS
1142
Invictus RG (Singapore)
Singapore
– – -468 Closed
CK
1143
Carnick & Kubik
Colorado
– – -300 Closed
WA
1144
Waverly Advisors
Alabama
– – -257 Closed
SEC
1145
Seven Eight Capital
New York
– – -200 Closed
AIM
1146
Arcadia Investment Management
Michigan
– – -200 Closed
HCMT
1147
Highland Capital Management (Tennessee)
Tennessee
– – -190 Closed
BWFA
1148
Baltimore-Washington Financial Advisors
Maryland
– – -136 Closed
NYLT
1149
New York Life Trust
New York
– – -126 Closed
CAL
1150
Capital Advisors Ltd
Ohio
– – -120 Closed
44 45
46
47 48