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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 %
PR
201
Payden & Rygel
California
$8.76M +$83.4K +1,100 +1%
IP
202
Interval Partners
New York
$8.72M +$7.05M +93,000 +423%
NB
203
Norinchukin Bank
Japan
$8.55M +$212K +2,801 +3%
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$8.47M -$382K -5,042 -4%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$8.39M +$80.1K +1,057 +1%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.39M +$1.24M +16,400 +17%
SI
207
SII Investments
Wisconsin
$8.21M +$1.77M +23,391 +28%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$8.1M +$1.7M +22,398 +27%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$8.06M +$833K +10,975 +12%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$8.02M -$85.8K -1,132 -1%
Macquarie Group
211
Macquarie Group
Australia
$8M +$4.49M +59,245 +128%
N
212
Natixis
France
$7.78M +$7.78M +102,593 New
URS
213
Utah Retirement Systems
Utah
$7.75M -$478K -6,300 -6%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$7.67M +$225K +2,964 +3%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.63M +$205K +2,700 +3%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$7.53M -$351K -4,627 -4%
GT
217
Glenmede Trust
Pennsylvania
$7.53M +$352K +4,649 +5%
WCMN
218
Westchester Capital Management (Nebraska)
Nebraska
$7.34M +$19K +250 +0.3%
Korea Investment Corp
219
Korea Investment Corp
South Korea
$7.23M -$1.99M -26,200 -22%
CBOA
220
Commonwealth Bank of Australia
Australia
$7.21M +$141K +1,864 +2%
IGIM
221
I.G. Investment Management
Manitoba, Canada
$7.2M +$1.02M +13,428 +16%
SMI
222
Shelter Mutual Insurance
Missouri
$7.15M – – –
CWM
223
CIBC World Markets
New York
$7.1M +$7.1M +93,637 New
BCM
224
Buckhead Capital Management
Georgia
$7.09M +$419K +5,525 +6%
DILH
225
Dai-ichi Life Holdings
Japan
$6.95M +$501K +6,608 +8%
7 8
9
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