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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 %
NIMC
251
NWQ Investment Management Company
California
$6.78M 79,900 +15,300 +24%
HighTower Advisors
252
HighTower Advisors
Illinois
$6.76M 79,480 -107,522 -57%
WF
253
Welch & Forbes
Massachusetts
$6.76M 79,636 -3,273 -4%
DP
254
Dearborn Partners
Illinois
$6.73M 79,302 -9,169 -10%
CAM
255
Congress Asset Management
Massachusetts
$6.71M 79,155 +1,415 +2%
CAM
256
Centre Asset Management
New York
$6.71M 79,160 +79,160 New
Creative Planning
257
Creative Planning
Kansas
$6.67M 78,592 +3,086 +4%
CTC
258
Central Trust Company
Missouri
$6.6M 77,769 -860 -1%
MSA
259
Mason Street Advisors
Wisconsin
$6.59M 77,728 -337 -0.4%
BNP Paribas Asset Management
260
BNP Paribas Asset Management
France
$6.59M 77,703 -3,896 -5%
WTC
261
WhitTier Trust Company
Nevada
$6.54M 77,146 -900 -1%
AAA
262
Adams Asset Advisors
Texas
$6.54M 77,069 +3,466 +5%
SCVF
263
Small Cap Value Fund
Texas
$6.54M 77,069 +77,069 New
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$6.49M 76,506 +723 +1%
IIM
265
Intact Investment Management
Quebec, Canada
$6.46M 76,200 +4,000 +6%
FCI
266
Financial Counselors Inc
Kansas
$6.45M 76,013 -1,005 -1%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$6.44M 75,886 -16,899 -18%
IGIM
268
I.G. Investment Management
Manitoba, Canada
$6.33M 74,610 -6,450 -8%
CBOA
269
Commonwealth Bank of Australia
Australia
$6.29M 74,134 +5,601 +8%
HAI
270
Hennessy Advisors Inc
California
$6.27M 73,950 +8,350 +13%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$6.22M 73,343 -8,581 -10%
TCM
272
Tufton Capital Management
Maryland
$6.16M 72,598 -5,085 -7%
AAF
273
Andra AP-fonden
Sweden
$6.14M 72,400 -12,400 -15%
BHWM
274
Bar Harbor Wealth Management
New Hampshire
$6.12M 72,102 -993 -1%
DC
275
Deere & Company
Illinois
$6.02M 70,920 -623 -0.9%
9 10
11
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