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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 %
MIM
276
Marco Investment Management
Georgia
$6.05M +$274K +3,424 +5%
Creative Planning
277
Creative Planning
Kansas
$6.04M +$156K +1,954 +3%
DILH
278
Dai-ichi Life Holdings
Japan
$5.95M -$84K -1,050 -1%
AAA
279
Adams Asset Advisors
Texas
$5.89M +$5.89M +73,603 New
CIS
280
Capital International Sarl
California
$5.88M -$2.76M -34,500 -32%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$5.85M -$41.2K -515 -0.7%
CFG
282
Cambridge Financial Group
Ohio
$5.8M +$5.8M +72,531 New
WAM
283
World Asset Management
Michigan
$5.78M +$3.52K +44 +0.1%
MNA
284
Manning & Napier Advisors
New York
$5.78M +$83.8K +1,047 +1%
IIM
285
Intact Investment Management
Quebec, Canada
$5.78M +$5.25M +65,600 +994%
MA
286
MUFG Americas
New York
$5.73M -$263K -3,290 -4%
DC
287
Deere & Company
Illinois
$5.73M +$214K +2,668 +4%
Calamos Advisors
288
Calamos Advisors
Illinois
$5.7M +$411K +5,139 +8%
COPPSERS
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.63M -$3.21M -40,086 -36%
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$5.63M -$456K -5,700 -7%
RCG
291
Ruane, Cunniff & Goldfarb
New York
$5.51M – – –
CBOA
292
Commonwealth Bank of Australia
Australia
$5.49M +$176K +2,200 +3%
DIA
293
Davidson Investment Advisors
Montana
$5.48M -$83.2K -1,040 -1%
CONA
294
Capital One National Association
New York
$5.46M +$807K +10,085 +17%
Asset Management One
295
Asset Management One
Japan
$5.44M -$788K -9,705 -13%
MOACM
296
Mutual of America Capital Management
New York
$5.36M +$114K +1,422 +2%
OWP
297
Obermeyer Wealth Partners
Colorado
$5.32M -$3.88M -48,496 -42%
AC
298
AFAM Capital
Texas
$5.31M +$41.1K +514 +0.8%
BA
299
BlackRock Advisors
Delaware
$5.29M +$26.8K +335 +0.5%
GL
300
GLG LLC
New York
$5.27M +$4.82M +60,289 +1,077%
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