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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 Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
326
Truist Financial
North Carolina
$4.61M +$2.84M +33,484 +161%
PSUF
327
People's United Financial
Connecticut
$4.6M -$184K -2,175 -4%
EDRH
328
Edmond de Rothschild Holding
Switzerland
$4.59M +$4.59M +54,136 New
BCM
329
Brown Capital Management
Maryland
$4.59M -$24.9K -293 -0.5%
NIA
330
Northstar Investment Advisors
Colorado
$4.58M +$91.9K +1,083 +2%
BFM
331
Boston Financial Management
Massachusetts
$4.57M -$972K -11,460 -18%
CA
332
Callahan Advisors
Texas
$4.54M -$97.7K -1,152 -2%
CL
333
Croft-Leominster
Maryland
$4.51M -$23K -271 -0.5%
HAM
334
Highstreet Asset Management
Ontario, Canada
$4.45M -$238K -2,800 -5%
CC
335
Cannell & Co
New York
$4.37M -$25.4K -300 -0.6%
CHAM
336
Clear Harbor Asset Management
Connecticut
$4.35M -$59.4K -700 -1%
GA
337
GFS Advisors
Texas
$4.32M -$46.7K -550 -1%
GG
338
Greenwood Gearhart
Arkansas
$4.31M +$130K +1,531 +3%
SEI Investments
339
SEI Investments
Pennsylvania
$4.3M -$933K -10,998 -18%
LPC
340
Loeb Partners Corp
New York
$4.3M -$59.4K -700 -1%
SM
341
Stratton Management
Pennsylvania
$4.29M -$757K -8,925 -15%
FWIA
342
Fort Washington Investment Advisors
Ohio
$4.25M – – –
CA
343
Cullinan Associates
Kentucky
$4.25M -$136K -1,600 -3%
BCM
344
BlueCrest Capital Management
Jersey
$4.24M +$4.24M +50,000 New
GSBTD
345
Glenview State Bank Trust Department
Illinois
$4.22M +$216K +2,550 +5%
PPCM
346
Pillar Pacific Capital Management
California
$4.13M +$52.2K +615 +1%
SBH
347
Segall Bryant & Hamill
Illinois
$4.1M -$259K -3,049 -6%
CFB
348
Cullen/Frost Bankers
Texas
$4.07M -$590K -6,959 -13%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$4.04M +$370K +4,359 +10%
ACM
350
Azimuth Capital Management
Michigan
$4.01M +$1.69M +19,970 +73%
12 13
14
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