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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 %
EWA
1126
EP Wealth Advisors
California
– – -3,604 Closed
CSA
1127
Cottage Street Advisors
Massachusetts
– – -3,600 Closed
AAM
1128
Aureus Asset Management
Massachusetts
– – -3,582 Closed
MF
1129
Magnetar Financial
Illinois
– – -3,555 Closed
FNBOO
1130
First National Bank of Omaha
Nebraska
– – -3,438 Closed
FMC
1131
First Merchants Corp
Indiana
– – -3,320 Closed
NAM
1132
North American Management
Massachusetts
– – -3,308 Closed
CWM
1133
Cabot Wealth Management
Massachusetts
– – -3,211 Closed
BOTW
1134
Bank of the West
California
– – -3,157 Closed
RIM
1135
Regent Investment Management
Kentucky
– – -2,990 Closed
MCM
1136
Mengis Capital Management
Oregon
– – -2,944 Closed
ITIM
1137
Indiana Trust & Investment Management
Indiana
– – -2,935 Closed
KCPG
1138
Kavar Capital Partners Group
Kansas
– – -2,586 Closed
HSA
1139
Hussman Strategic Advisors
Maryland
– – -2,000 Closed
1832 Asset Management
1140
1832 Asset Management
Ontario, Canada
– – -1,225 Closed
ACS
1141
Archford Capital Strategies
Illinois
– – -1,145 Closed
AIA
1142
Allegis Investment Advisors
Idaho
– – -1,044 Closed
CCS
1143
Crosspoint Capital Strategies
California
– – -867 Closed
CG
1144
Colony Group
Massachusetts
– – -827 Closed
KC
1145
Kingfisher Capital
North Carolina
– – -696 Closed
SC
1146
Saturna Capital
Washington
– – -631 Closed
AFIA
1147
America First Investment Advisors
Nebraska
– – -500 Closed
EMA
1148
Efficient Market Advisors
California
– – -300 Closed
UFA
1149
US Financial Advisors
Massachusetts
– – -200 Closed
RCWMU
1150
Rothschild & Co Wealth Management (UK)
United Kingdom
– – -120 Closed
44 45
46
47 48