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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 %
SIA
301
SeaBridge Investment Advisors
New Jersey
$5.26M 61,961 -696 -1%
NCM
302
Noesis Capital Mangement
Florida
$5.23M 61,646 +255 +0.4%
CSIC
303
Clifford Swan Investment Counsel
California
$5.18M 61,046 -2,700 -4%
Lazard Asset Management
304
Lazard Asset Management
New York
$5.14M 60,562 -621 -1%
BC
305
Blackhill Capital
New Jersey
$5.09M 60,005 – –
AIC
306
Argus Investors Counsel
New York
$5.09M 59,970 +600 +1%
Dodge & Cox
307
Dodge & Cox
California
$5.08M 59,918 -3,450 -5%
GIM
308
Grassi Investment Management
California
$5.08M 59,920 +6,300 +12%
TCM
309
Twin Capital Management
Pennsylvania
$5.06M 59,610 +2,290 +4%
SGCA
310
Steel Grove Capital Advisors
Tennessee
$5M 58,976 +1,403 +2%
DAM
311
Delta Asset Management
Tennessee
$4.93M 58,066 +1,578 +3%
AQR Capital Management
312
AQR Capital Management
Connecticut
$4.89M 57,687 -62,155 -52%
OA
313
OFI Advisors
Pennsylvania
$4.86M 57,324 -3,446 -6%
SAM
314
Securian Asset Management
Minnesota
$4.84M 57,106 +590 +1%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$4.84M 57,006 +3,667 +7%
SDJVC
316
St. Denis J. Villere & Co
Louisiana
$4.81M 56,725 +7,725 +16%
GJIC
317
Gamble Jones Investment Counsel
California
$4.8M 56,625 -478 -0.8%
LS
318
Livforsakringsbolaget Skandia
Sweden
$4.77M 56,213 – –
Brown Advisory
319
Brown Advisory
Maryland
$4.73M 55,732 -2,956 -5%
ATN
320
AMF Tjänstepension
Sweden
$4.68M 55,180 -8,800 -14%
DY
321
Dowling & Yahnke
California
$4.67M 55,108 +562 +1%
GLRA
322
Gerald L. Ray & Associates
Texas
$4.67M 55,000 -783 -1%
DC
323
Davenport & Co
Virginia
$4.63M 54,604 +615 +1%
Asset Management One
324
Asset Management One
Japan
$4.62M 54,217 -12,860 -19%
EAM
325
Edge Asset Management
Washington
$4.62M 54,437 -25,298 -32%
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