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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 %
AIS
176
American Investment Services
Massachusetts
$10.8M 141,622 +49,646 +54%
HAI
177
Hennessy Advisors Inc
California
$10.8M 140,500 +8,200 +6%
GF
178
Gabelli Funds
New York
$10.7M 140,300 – –
GWM
179
Geneos Wealth Management
Colorado
$10.5M 137,115 +137,115 New
RFC
180
Regions Financial Corp
Alabama
$10.5M 137,554 -3,571 -3%
PIA
181
Piedmont Investment Advisors
North Carolina
$10.4M 135,370 +2,080 +2%
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$10.3M 135,000 +35,000 +35%
FAF
183
Fjarde Ap-fonden
Sweden
$10.2M 133,671 +19,407 +17%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$10.1M 132,537 -777 -0.6%
ATN
185
AMF Tjänstepension
Sweden
$10.1M 131,880 +52,400 +66%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$10M 131,227 -11,996 -8%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$9.92M 129,561 +12,594 +11%
SCM
188
SKBA Capital Management
California
$9.87M 128,900 +3,400 +3%
CIA
189
CCM Investment Advisers
South Carolina
$9.85M 128,657 +128,657 New
MAA
190
Matrix Asset Advisors
New York
$9.74M 127,242 -4,236 -3%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$9.71M 126,882 +5,295 +4%
Nomura Asset Management
192
Nomura Asset Management
Japan
$9.58M 125,205 +19,197 +18%
FMI
193
Factory Mutual Insurance
Massachusetts
$9.57M 125,000 -181,000 -59%
CB
194
Commerce Bank
Missouri
$9.36M 122,275 -5,368 -4%
Korea Investment Corp
195
Korea Investment Corp
South Korea
$9.3M 121,500 -19,300 -14%
ZIG
196
Zurich Insurance Group
Switzerland
$9.23M 120,541 +15,426 +15%
ABC
197
Associated Banc-Corp
Wisconsin
$9.19M 120,024 -743 -0.6%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$9.17M 119,944 +3,500 +3%
EDRAMF
199
Edmond de Rothschild Asset Management (France)
France
$9.06M 118,400 – –
IG
200
ING Group
Netherlands
$9.04M 118,179 -392,374 -77%
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8
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