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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$7M +$98.3K +1,229 +1%
GH
252
GAM Holding
Switzerland
$7M +$691K +8,632 +11%
AAF
253
Andra AP-fonden
Sweden
$6.79M -$2.58M -32,200 -28%
SIPS
254
Shelter Insurance Profit Sharing
Missouri
$6.69M – – –
WF
255
Welch & Forbes
Massachusetts
$6.64M -$1.75M -21,927 -21%
OTPPB
256
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.57M -$1.23M -15,431 -16%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$6.56M +$1.05M +13,103 +19%
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$6.53M +$2.34M +29,238 +56%
LDB
259
Lee, Danner & Bass
Tennessee
$6.51M -$8.56K -107 -0.1%
IGIM
260
I.G. Investment Management
Manitoba, Canada
$6.49M +$1.51M +18,836 +30%
ID
261
Integral Derivatives
New York
$6.47M +$696K +8,700 +12%
EAM
262
Edge Asset Management
Washington
$6.38M -$736K -9,200 -10%
Macquarie Group
263
Macquarie Group
Australia
$6.35M -$11M -136,867 -63%
RMDI
264
R.M. Davis Inc
Maine
$6.33M -$1.21M -15,066 -16%
WP
265
WMS Partners
Maryland
$6.31M +$1.11M +13,855 +21%
CTC
266
Central Trust Company
Missouri
$6.29M -$37.6K -470 -0.6%
MSA
267
Mason Street Advisors
Wisconsin
$6.25M -$6.36M -79,409 -50%
WTC
268
WhitTier Trust Company
Nevada
$6.25M +$16.5K +206 +0.3%
CAM
269
Congress Asset Management
Massachusetts
$6.22M +$317K +3,961 +5%
TCM
270
Tufton Capital Management
Maryland
$6.22M +$176K +2,198 +3%
BOK
271
Bank of Kentucky
Kentucky
$6.21M +$611K +7,640 +11%
FCI
272
Financial Counselors Inc
Kansas
$6.16M +$29.7K +371 +0.5%
M
273
MOTCO
Texas
$6.13M -$513K -6,407 -8%
ST
274
Spot Trading
Illinois
$6.11M +$5.18M +64,759 +561%
WSTAM
275
Wilbanks Smith & Thomas Asset Management
Virginia
$6.07M -$21.3K -266 -0.3%
9 10
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