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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 %
State Street
1
State Street
Massachusetts
$3.91B 57,584,574 +680,154 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5B 36,799,526 -513,654 -1%
Capital World Investors
3
Capital World Investors
California
$1.52B 22,309,760 -3,598,291 -14%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$1.41B 20,797,133 +1,089,333 +6%
Harris Associates
5
Harris Associates
Illinois
$1.16B 17,099,572 +907,268 +6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.04B 15,256,665 +5,647,815 +59%
BIT
7
BlackRock Institutional Trust
California
$1.02B 14,958,861 -238,949 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$961M 14,146,475 +215,115 +2%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$765M 11,260,857 – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$649M 9,549,052 +742,929 +8%
Franklin Resources
11
Franklin Resources
California
$588M 8,656,447 +1,143,060 +15%
Invesco
12
Invesco
Georgia
$587M 8,642,024 +2,327,037 +37%
Northern Trust
13
Northern Trust
Illinois
$466M 6,857,596 -710,087 -9%
BFA
14
BlackRock Fund Advisors
California
$442M 6,502,166 +218,019 +3%
ACM
15
Americafirst Capital Management
California
$420M 6,182 +6,182 New
Primecap Management
16
Primecap Management
California
$413M 6,084,001 -4,844 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$353M 5,189,763 +172,000 +3%
AIG
18
American International Group
New York
$347M 5,112,977 +4,674,053 +1,065%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$317M 4,669,843 -172,214 -4%
Bank of America
20
Bank of America
North Carolina
$313M 4,600,728 -870,446 -16%
BG
21
BlackRock Group
United Kingdom
$309M 4,544,217 -51,590 -1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$241M 3,543,333 +1,346,344 +61%
Deutsche Bank
23
Deutsche Bank
Germany
$218M 3,203,035 +837,122 +35%
Wells Fargo
24
Wells Fargo
California
$182M 2,685,226 -90,181 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$181M 2,663,495 -8,141 -0.3%
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