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Caterpillar
CAT

Overview Fund Activity

1,057 hedge funds and large institutions have $25.9B invested in Caterpillar in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 440 reducing their positions, and 126 closing their positions.

Holders
1,057
Holders Change
-70
Holders Change %
-6.21%
% of All Funds
29.54%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.11%
New
68
Increased
399
Reduced
440
Closed
126
Calls
$931M
Puts
$1.73B
Net Calls
-$803M
Net Calls Change
-$202M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$628M
2
Harris Associates
2
Harris Associates
Illinois
$1.06B
3
Invesco
3
Invesco
Georgia
$413M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$911M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$115M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$25.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$576M
4
American Century Companies
4
American Century Companies
Missouri
$172M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$46.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
326
Callahan Advisors
Texas
$3.32M 50,797 -2,735 -5%
PPCM
327
Pillar Pacific Capital Management
California
$3.29M 50,260 +1,575 +3%
FIM
328
FourPoints Investment Managers
France
$3.26M 49,947 -249,853 -83%
CA
329
Cullinan Associates
Kentucky
$3.23M 49,430 -700 -1%
CL
330
Croft-Leominster
Maryland
$3.2M 48,941 -4,270 -8%
GJIC
331
Gamble Jones Investment Counsel
California
$3.2M 48,883 -7,742 -14%
GSBTD
332
Glenview State Bank Trust Department
Illinois
$3.18M 48,620 -1,150 -2%
LCS
333
Levin Capital Strategies
New York
$3.14M 48,099 +1,915 +4%
SBH
334
Segall Bryant & Hamill
Illinois
$3.09M 47,265 -1,115 -2%
SGCA
335
Steel Grove Capital Advisors
Tennessee
$3.07M 46,968 -12,008 -20%
ANI
336
American National Insurance
Texas
$3.07M 46,950 – –
Two Sigma Investments
337
Two Sigma Investments
New York
$3.05M 46,721 +44,231 +1,776%
CFB
338
Cullen/Frost Bankers
Texas
$2.97M 45,392 -2,582 -5%
PCM
339
Parsons Capital Management
Rhode Island
$2.95M 45,104 -1,750 -4%
FWCM
340
Ferguson Wellman Capital Management
Oregon
$2.95M 45,058 -975 -2%
PC
341
Pomelo Capital
New York
$2.94M 44,900 +44,900 New
HFS
342
HL Financial Services
Kentucky
$2.9M 44,395 -766 -2%
BC
343
Burney Company
Virginia
$2.9M 44,355 +394 +0.9%
ATN
344
AMF Tjänstepension
Sweden
$2.89M 44,180 -11,000 -20%
SWM
345
Segment Wealth Management
Texas
$2.88M 44,022 +4,418 +11%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$2.88M 44,000 – –
DL
347
Delta Lloyd
Netherlands
$2.87M 43,978 +4,177 +10%
JG
348
Jefferies Group
New York
$2.87M 43,875 +31,113 +244%
CHAM
349
Clear Harbor Asset Management
Connecticut
$2.85M 43,542 -7,695 -15%
SFS
350
Strategic Financial Services
New York
$2.84M 43,465 +105 +0.2%
12 13
14
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