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Caterpillar
CAT

Overview Fund Activity

1,127 hedge funds and large institutions have $33.5B invested in Caterpillar in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 68 closing their positions.

Holders
1,127
Holders Change
+13
Holders Change %
+1.17%
% of All Funds
30.39%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
93
Increased
375
Reduced
483
Closed
68
Calls
$865M
Puts
$1.47B
Net Calls
-$601M
Net Calls Change
+$432M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.16B
2
Harris Associates
2
Harris Associates
Illinois
$975M
3
CS
3
Credit Suisse
Switzerland
$257M
4
Citigroup
4
Citigroup
New York
$71.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$992M

Top Sellers

1
State Street
1
State Street
Massachusetts
$4.79B
2
Goldman Sachs
2
Goldman Sachs
New York
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$46.9M
5
BIT
5
BlackRock Institutional Trust
California
$1.3B
Name Market Value Shares Shares
Change 		Shares
Change %
CBOR
226
Community Bank of Raymore
Missouri
$7.98M 94,089 – –
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$7.88M 92,925 -15,326 -14%
DADC
228
D.A. Davidson & Co
Montana
$7.84M 92,447 +1,916 +2%
PWLP
229
Prio Wealth Limited Partnership
Massachusetts
$7.81M 92,046 -11,352 -11%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$7.75M 91,383 -2,456 -3%
FBA
231
Front Barnett Associates
Illinois
$7.68M 90,546 +2,695 +3%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$7.66M 90,257 +1,347 +2%
JHIU
233
Janus Henderson Investors US
Colorado
$7.64M 90,013 -606,728 -87%
PA
234
Pinnacle Associates
New York
$7.61M 89,759 +136 +0.2%
ST
235
Spot Trading
Illinois
$7.59M 89,534 +13,230 +17%
SIRP
236
Shelter Insurance Retirement Plan
Missouri
$7.57M 89,200 – –
William Blair & Company
237
William Blair & Company
Illinois
$7.53M 88,809 -5,239 -6%
BCM
238
Buckhead Capital Management
Georgia
$7.51M 88,498 +85 +0.1%
MNA
239
Manning & Napier Advisors
New York
$7.47M 88,050 +15,829 +22%
GH
240
GAM Holding
Switzerland
$7.44M 87,661 +242 +0.3%
BCM
241
Birmingham Capital Management
Alabama
$7.34M 86,551 -1,617 -2%
CIC
242
Cutler Investment Counsel
Oregon
$7.13M 84,104 +22,179 +36%
SIPS
243
Shelter Insurance Profit Sharing
Missouri
$7.09M 83,555 – –
WP
244
WMS Partners
Maryland
$7.07M 83,297 +4,462 +6%
TRSOTSOK
245
Teachers Retirement System of the State of Kentucky
Kentucky
$7.06M 83,200 -5,700 -6%
FT
246
Fiduciary Trust
Massachusetts
$7.05M 83,107 -15,662 -16%
TBA
247
Tower Bridge Advisors
Pennsylvania
$6.94M 81,860 +23,897 +41%
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$6.94M 81,853 -5,999 -7%
LDB
249
Lee, Danner & Bass
Tennessee
$6.82M 80,349 -998 -1%
M
250
MOTCO
Texas
$6.8M 80,199 +3,564 +5%
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