CAT icon

Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
326
Mutual of America Capital Management
New York
$6M -$162K -1,774 -3%
ATN
327
AMF Tjänstepension
Sweden
$5.96M +$5.96M +65,080 New
WP
328
WMS Partners
Maryland
$5.95M +$124K +1,360 +2%
CI
329
Capital International
California
$5.83M -$8.44M -92,250 -59%
LOCB
330
Lombard Odier & Cie (Bahamas)
Bahamas
$5.81M – – –
SIA
331
SeaBridge Investment Advisors
New Jersey
$5.81M +$795K +8,690 +16%
KBC Group
332
KBC Group
Belgium
$5.71M +$3.64M +39,777 +176%
IGIM
333
I.G. Investment Management
Manitoba, Canada
$5.7M -$649K -7,088 -10%
HI
334
HBK Investments
Texas
$5.69M +$4.85M +53,000 +576%
GJIC
335
Gamble Jones Investment Counsel
California
$5.68M -$523K -5,717 -8%
CIC
336
Cutler Investment Counsel
Oregon
$5.67M +$1.1K +12 +0%
TH
337
Timber Hill
Connecticut
$5.66M +$5.66M +61,857 New
SEI Investments
338
SEI Investments
Pennsylvania
$5.58M +$5.58M +61,005 New
NCM
339
Noesis Capital Mangement
Florida
$5.58M +$412K +4,505 +8%
BC
340
Blackhill Capital
New Jersey
$5.49M – – –
CSIC
341
Clifford Swan Investment Counsel
California
$5.4M +$119K +1,300 +2%
LS
342
Livforsakringsbolaget Skandia
Sweden
$5.34M -$2.42M -26,400 -31%
CII
343
Capital International Inc
California
$5.33M -$2.99M -32,700 -36%
CONA
344
Capital One National Association
New York
$5.32M +$2.35M +25,702 +79%
Brown Advisory
345
Brown Advisory
Maryland
$5.31M -$249K -2,721 -4%
FNFDCM
346
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.27M -$183K -1,995 -3%
CLOS
347
Compagnie Lombard Odier SCmA
Switzerland
$5.2M -$969K -10,579 -16%
CL
348
Croft-Leominster
Maryland
$5.05M -$162K -1,767 -3%
SAM
349
Securian Asset Management
Minnesota
$5.02M -$105K -1,147 -2%
WBC
350
Westpac Banking Corp
Australia
$5.02M -$110K -1,200 -2%
12 13
14
15 16