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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 %
ORIO
101
Old Republic International (ORI)
Illinois
$25.6M 377,100 +5,900 +2%
SO
102
STRS Ohio
Ohio
$25.2M 370,076 -229 -0.1%
TAM
103
Tocqueville Asset Management
New York
$25M 368,139 +63,286 +21%
N
104
Natixis
France
$24.8M 365,300 +365,300 New
RHBC
105
R.H. Bluestein & Co
Michigan
$24.7M 363,624 +21,026 +6%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$24M 352,941 -8,343 -2%
WCM
107
Wedge Capital Management
North Carolina
$23.3M 342,125 +800 +0.2%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$22M 324,061 +88,459 +38%
O
109
OppenheimerFunds
New York
$21.9M 321,966 +25,770 +9%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$21.7M 318,575 -15,941 -5%
Adage Capital Partners
111
Adage Capital Partners
Massachusetts
$21.6M 317,141 -283,200 -47%
National Pension Service
112
National Pension Service
South Korea
$21.1M 310,275 +18,396 +6%
BAMF
113
BI Asset Management Fondsmaeglerselskab
Denmark
$20.8M 306,500 -400 -0.1%
FMI
114
Factory Mutual Insurance
Massachusetts
$20.8M 306,000 -198,000 -39%
CGT
115
Capital Guardian Trust
California
$20.8M 305,585 -67,626 -18%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$20.3M 299,213 -21,100 -7%
AA
117
ALPS Advisors
Colorado
$20.3M 298,244 +298,244 New
Federated Hermes
118
Federated Hermes
Pennsylvania
$20.2M 296,718 +85,650 +41%
AAM
119
Aberdeen Asset Management
United Kingdom
$20.1M 284,013 -390 -0.1%
WRF
120
Waddell & Reed Financial
Kansas
$19.6M 288,625 -95,800 -25%
VDI
121
Vaughan David Investments
Illinois
$19.5M 286,699 +7,941 +3%
BCIM
122
British Columbia Investment Management
British Columbia, Canada
$19.4M 285,535 +55,929 +24%
MG
123
Markel Group
Virginia
$18.9M 278,000 – –
LPL Financial
124
LPL Financial
California
$18.3M 272,170 +129,436 +91%
USAA
125
United Services Automobile Association
Texas
$18.2M 268,008 -4,690 -2%
3 4
5
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