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Caterpillar
CAT

Overview Fund Activity

1,270 hedge funds and large institutions have $51.4B invested in Caterpillar in 2017 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 432 increasing their positions, 487 reducing their positions, and 43 closing their positions.

Holders
1,270
Holders Change
+78
Holders Change %
+6.54%
% of All Funds
31.71%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
1.02%
New
130
Increased
432
Reduced
487
Closed
43
Calls
$1.29B
Puts
$1.86B
Net Calls
-$573M
Net Calls Change
+$76.6M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$286M
2
Jennison Associates
2
Jennison Associates
New York
$328M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$217M
4
Goldman Sachs
4
Goldman Sachs
New York
$542M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.27B

Top Sellers

1
Invesco
1
Invesco
Georgia
$442M
2
State Street
2
State Street
Massachusetts
$6.15B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$134M
4
Harris Associates
4
Harris Associates
Illinois
$668M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
AMI
1276
Amica Mutual Insurance
Rhode Island
– – -29,764 Closed
APFBOT
1277
Amica Pension Fund Board of Trustees
Rhode Island
– – -21,864 Closed
SS
1278
Simplicity Solutions
Minnesota
– – -13,872 Closed
RGNCM
1279
R.G. Niederhoffer Capital Management
New York
– – -12,600 Closed
TA
1280
Tiedemann Advisors
New York
– – -12,096 Closed
ADL
1281
Asset Dedication LLC
California
– – -7,736 Closed
Capstone Investment Advisors
1282
Capstone Investment Advisors
New York
– – -7,042 Closed
HT
1283
HighTower Trust
Texas
– – -6,985 Closed
IFWM
1284
Institute for Wealth Management
Colorado
– – -6,126 Closed
HF
1285
HRT Financial
New York
– – -5,091 Closed
OWIM
1286
Old West Investment Management
California
– – -4,140 Closed
BCM
1287
BlueCrest Capital Management
Jersey
– – -3,589 Closed
IC
1288
InterOcean Capital
Illinois
– – -3,445 Closed
ARMT
1289
Amica Retiree Medical Trust
Rhode Island
– – -3,332 Closed
SG
1290
StoneX Group
New York
– – -3,217 Closed
Lido Advisors
1291
Lido Advisors
California
– – -3,140 Closed
CAM
1292
Cypress Asset Management
Texas
– – -2,350 Closed
PAM
1293
Private Asset Management
California
– – -2,300 Closed
GHA
1294
Garcia Hamilton & Associates
Texas
– – -2,285 Closed
BWFM
1295
Bridgewater Wealth & Financial Management
Maryland
– – -2,278 Closed
I
1296
IberiaBank
Louisiana
– – -2,218 Closed
CC
1297
Cognios Capital
Kansas
– – -2,052 Closed
ACM
1298
Americafirst Capital Management
California
– – -1,808 Closed
HA
1299
Harfst & Associates
Wyoming
– – -1,461 Closed
MBI
1300
Montrusco Bolton Investments
Quebec, Canada
– – -1,315 Closed
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