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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
$585M
2
Capital Research Global Investors
Capital Research Global Investors
California
$850M
3
Norges Bank
Norges Bank
Norway
$654M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$288M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B

Top Sellers

1
State Street
State Street
Massachusetts
$6.37B
2
Goldman Sachs
Goldman Sachs
New York
$411M
3
MNA
Manning & Napier Advisors
New York
$8.08M
4
ClearBridge Investments
ClearBridge Investments
New York
$113M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Tufton Capital Management
Maryland
$8.2M +$25.3K +233 +0.3%
BHWM
302
Bar Harbor Wealth Management
New Hampshire
$8.16M -$39.3K -362 -0.5%
BCM
303
Brown Capital Management
Maryland
$8.11M +$93.9K +864 +1%
MNA
304
Manning & Napier Advisors
New York
$8.08M -$158M -1,457,710 -95%
HAM
305
Highstreet Asset Management
Ontario, Canada
$8.06M +$58.6K +539 +0.7%
BFM
306
Boston Financial Management
Massachusetts
$7.96M +$178K +1,638 +2%
BOK
307
Bank of Kentucky
Kentucky
$7.88M -$394K -3,630 -5%
Dodge & Cox
308
Dodge & Cox
California
$7.86M -$46.3K -426 -0.6%
MIM
309
Marco Investment Management
Georgia
$7.72M -$303K -2,784 -4%
CAM
310
Congress Asset Management
Massachusetts
$7.67M +$82.9K +763 +1%
WBG
311
Wharton Business Group
Pennsylvania
$7.63M -$18.4M -168,984 -71%
LCM
312
Logan Capital Management
Pennsylvania
$7.63M -$67.7K -623 -0.9%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$7.54M -$449K -4,134 -6%
DIA
314
Davidson Investment Advisors
Montana
$7.54M -$120K -1,109 -2%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$7.51M -$60.1K -553 -0.8%
RCG
316
Ruane, Cunniff & Goldfarb
New York
$7.51M +$2.39K +22 +0%
DC
317
Deere & Company
Illinois
$7.5M +$1.03M +9,471 +16%
GJIC
318
Gamble Jones Investment Counsel
California
$7.5M +$52.8K +486 +0.7%
BIM
319
Bridgecreek Investment Management
Oklahoma
$7.49M +$343K +3,160 +5%
NLGIA
320
Nippon Life Global Investors Americas
New York
$7.46M +$2.06M +18,970 +38%
Creative Planning
321
Creative Planning
Kansas
$7.41M +$740K +6,809 +11%
VCM
322
Vigilant Capital Management
Maine
$7.19M -$171K -1,570 -2%
MOACM
323
Mutual of America Capital Management
New York
$7.15M -$341K -3,134 -5%
Calamos Advisors
324
Calamos Advisors
Illinois
$7.14M +$511K +4,700 +8%
TAM
325
Tocqueville Asset Management
New York
$7.13M -$118K -1,084 -2%
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