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Caterpillar
CAT

Overview Fund Activity

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$659M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.68B
4
Deutsche Bank
Deutsche Bank
Germany
$168M
5
Norges Bank
Norges Bank
Norway
$316M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.6M
2
State Street
State Street
Massachusetts
$4.22B
3
Harris Associates
Harris Associates
Illinois
$1.05B
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$82.2M
5
TPCM
Tide Point Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
151
Capital Guardian Trust
California
$13.8M -$1.1M -14,467 -7%
Axa
152
Axa
France
$13.7M -$857K -11,300 -6%
BAMF
153
BI Asset Management Fondsmaeglerselskab
Denmark
$13.6M -$6.99M -92,200 -34%
AIS
154
American Investment Services
Massachusetts
$13.3M +$2.53M +33,335 +24%
M&T Bank
155
M&T Bank
New York
$13.2M -$333K -4,394 -2%
MC
156
Martin Currie
United Kingdom
$13.2M -$493K -6,500 -4%
GIBU
157
Gulf International Bank (UK)
United Kingdom
$13.2M – – –
Baird Financial Group
158
Baird Financial Group
Wisconsin
$13M +$3M +39,228 +30%
SCI
159
SkyBridge Capital II
New York
$12.9M +$4.09M +53,954 +47%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$12.8M -$577K -7,616 -4%
Comerica Bank
161
Comerica Bank
Texas
$12.6M -$181K -2,191 -1%
SFSIG
162
San Francisco Sentry Investment Group
California
$12.6M -$6.04M -79,688 -32%
ACI
163
AMP Capital Investors
Australia
$12.4M -$1.05M -14,192 -8%
ZIC
164
ZWJ Investment Counsel
Georgia
$12.3M -$46.8K -617 -0.4%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$12.3M -$2.56M -33,792 -17%
EDRAMF
166
Edmond de Rothschild Asset Management (France)
France
$12M +$3.03M +40,000 +34%
UCFA
167
United Capital Financial Advisors
Texas
$11.9M +$237K +3,113 +2%
ProShare Advisors
168
ProShare Advisors
Maryland
$11.7M -$2.26M -29,877 -16%
EIM
169
ExxonMobil Investment Management
Texas
$11.5M +$709K +9,354 +7%
PAM
170
Panagora Asset Management
Massachusetts
$11.2M -$12.3M -162,871 -52%
CCMH
171
Cornerstone Capital Management Holdings
New York
$11.2M -$8.18M -107,936 -42%
SCI
172
S&CO Inc
Massachusetts
$11.1M +$22.7K +300 +0.2%
CDH
173
Charles D. Hyman
$11M +$184K +2,425 +2%
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$11M +$4.62M +60,942 +72%
QAM
175
QCI Asset Management
New York
$10.9M +$51.9K +685 +0.5%
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