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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 %
State Street
1
State Street
Massachusetts
$4.36B 57,006,504 -578,070 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.65B 34,572,045 -2,227,481 -6%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.61B 21,017,733 +220,600 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.25B 16,378,665 +1,122,000 +7%
Capital World Investors
5
Capital World Investors
California
$1.2B 15,663,207 -6,646,553 -30%
Harris Associates
6
Harris Associates
Illinois
$1.16B 15,144,200 -1,955,372 -11%
BIT
7
BlackRock Institutional Trust
California
$1.15B 15,053,006 +94,145 +0.6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.03B 13,440,693 -705,782 -5%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$862M 11,260,857 – –
Invesco
10
Invesco
Georgia
$776M 10,134,001 +1,491,977 +17%
BFA
11
BlackRock Fund Advisors
California
$752M 9,829,850 +3,327,684 +51%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$735M 9,601,683 +52,631 +0.6%
Franklin Resources
13
Franklin Resources
California
$665M 8,684,638 +28,191 +0.3%
Northern Trust
14
Northern Trust
Illinois
$525M 6,881,200 +23,604 +0.3%
Primecap Management
15
Primecap Management
California
$476M 6,219,249 +135,248 +2%
AIG
16
American International Group
New York
$417M 5,449,515 +336,538 +7%
BG
17
BlackRock Group
United Kingdom
$357M 4,660,316 +116,099 +3%
Morgan Stanley
18
Morgan Stanley
New York
$355M 4,641,735 -548,028 -11%
Bank of America
19
Bank of America
North Carolina
$352M 4,595,891 -4,837 -0.1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$291M 3,795,697 +252,364 +7%
Norges Bank
21
Norges Bank
Norway
$289M 3,771,555 +1,226,744 +48%
Wells Fargo
22
Wells Fargo
California
$213M 2,782,199 +96,973 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$207M 2,698,633 +35,138 +1%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$193M 2,515,195 +33,503 +1%
Capital International Investors
25
Capital International Investors
California
$186M 2,433,722 +461,477 +23%
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