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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Stillwater Capital Advisors
Pennsylvania
$9.64M +$151K +1,387 +2%
CTC
277
Central Trust Company
Missouri
$9.49M -$80.2K -738 -0.8%
BA
278
Boston Advisors
Massachusetts
$9.47M -$1.61M -14,777 -15%
GH
279
GAM Holding
Switzerland
$9.37M -$1.2M -11,078 -11%
WAM
280
World Asset Management
Michigan
$9.2M -$402K -3,702 -4%
Zurich Cantonal Bank
281
Zurich Cantonal Bank
Switzerland
$9.15M -$11.4M -104,988 -56%
SAMNY
282
Samsung Asset Management (New York)
New York
$9.11M -$1.24M -11,390 -12%
SIPS
283
Shelter Insurance Profit Sharing
Missouri
$9.09M – – –
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$9.04M – – –
B
285
Barings
North Carolina
$9.03M +$1.61M +14,820 +22%
BPC
286
Banque Pictet & Cie
Switzerland
$8.89M -$4.05M -37,228 -31%
EAM
287
Edge Asset Management
Washington
$8.82M +$1.24M +11,400 +16%
CLOS
288
Compagnie Lombard Odier SCmA
Switzerland
$8.74M -$132K -1,217 -1%
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$8.66M -$1.58M -14,561 -15%
MA
290
MUFG Americas
New York
$8.64M -$62.9K -579 -0.7%
WTC
291
WhitTier Trust Company
Nevada
$8.48M -$271K -2,495 -3%
M&T Bank
292
M&T Bank
New York
$8.43M -$42.4K -390 -0.5%
Citadel Advisors
293
Citadel Advisors
Florida
$8.4M -$16.8M -154,414 -67%
LDB
294
Lee, Danner & Bass
Tennessee
$8.38M -$49.4K -455 -0.6%
CBOA
295
Commonwealth Bank of Australia
Australia
$8.35M -$19.1M -175,976 -70%
FCI
296
Financial Counselors Inc
Kansas
$8.35M -$487K -4,477 -6%
M
297
MOTCO
Texas
$8.3M +$245K +2,256 +3%
WSTAM
298
Wilbanks Smith & Thomas Asset Management
Virginia
$8.29M +$8.26K +76 +0.1%
FWIA
299
Fort Washington Investment Advisors
Ohio
$8.27M +$14.7K +135 +0.2%
B
300
Baird
Wisconsin
$8.23M -$786K -7,230 -9%
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