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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
351
Fort Washington Investment Advisors
Ohio
$4.01M -$32K -400 -0.8%
RJA
352
Robshaw & Julian Associates
New York
$3.99M +$20K +249 +0.5%
BUB
353
BBVA USA Bancshares
Texas
$3.97M -$240K -2,996 -6%
GG
354
Greenwood Gearhart
Arkansas
$3.94M +$16.8K +210 +0.4%
SW
355
SVB Wealth
Massachusetts
$3.94M -$258K -3,228 -6%
SDJVC
356
St. Denis J. Villere & Co
Louisiana
$3.92M +$3.52M +44,000 +880%
HT
357
HAP Trading
New York
$3.92M +$1.16M +14,479 +42%
SAM
358
Silvercrest Asset Management
New York
$3.86M -$45.5K -569 -1%
PPCM
359
Pillar Pacific Capital Management
California
$3.85M +$152K +1,905 +4%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$3.8M -$11.6M -144,394 -75%
FAAS
361
First Allied Advisory Services
California
$3.78M -$38.6K -482 -1%
GSBTD
362
Glenview State Bank Trust Department
Illinois
$3.78M +$24K +300 +0.6%
ANI
363
American National Insurance
Texas
$3.76M – – –
BG
364
Bollard Group
Massachusetts
$3.74M +$621K +7,763 +20%
CB
365
Chemical Bank
Michigan
$3.72M -$11.9K -149 -0.3%
HFS
366
HL Financial Services
Kentucky
$3.71M +$495K +6,185 +15%
LCS
367
Levin Capital Strategies
New York
$3.7M -$32K -400 -0.9%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$3.7M -$1.47M -18,400 -28%
BC
369
Burney Company
Virginia
$3.69M +$1.65M +20,650 +81%
PCM
370
Parsons Capital Management
Rhode Island
$3.65M -$6K -75 -0.2%
CII
371
Capital International Inc
California
$3.62M -$1.04M -13,000 -22%
RC
372
RBF Capital
California
$3.6M +$3.6M +45,000 New
LMGAM
373
Liberty Mutual Group Asset Management
Massachusetts
$3.58M +$185K +2,316 +5%
FNFDCM
374
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.55M -$1.06M -13,275 -23%
DWA
375
Douglass Winthrop Advisors
New York
$3.55M +$1.29M +16,164 +57%
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