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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 %
SW
351
SVB Wealth
Massachusetts
$3.99M 47,001 -2,246 -5%
ANI
352
American National Insurance
Texas
$3.98M 46,950 – –
PCM
353
Parsons Capital Management
Rhode Island
$3.97M 46,854 +1,235 +3%
JT
354
Jump Trading
Illinois
$3.97M 46,766 +9,239 +25%
SAM
355
Silvercrest Asset Management
New York
$3.93M 46,359 -1,855 -4%
LCS
356
Levin Capital Strategies
New York
$3.92M 46,184 -95 -0.2%
FWCM
357
Ferguson Wellman Capital Management
Oregon
$3.9M 46,033 -1,450 -3%
RJFSA
358
Raymond James Financial Services Advisors
Florida
$3.89M 45,914 +9,755 +27%
TH
359
Timber Hill
Connecticut
$3.89M 45,814 +10,599 +30%
ARTA
360
A.R.T. Advisors
New York
$3.86M 45,474 +45,474 New
HFS
361
HL Financial Services
Kentucky
$3.83M 45,161 -1,203 -3%
SC
362
Scotia Capital
Ontario, Canada
$3.8M 44,699 +10,623 +31%
BUB
363
BBVA USA Bancshares
Texas
$3.75M 44,253 -5,358 -11%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$3.73M 44,000 +300 +0.7%
BC
365
Burney Company
Virginia
$3.73M 43,961 -2,116 -5%
EAM
366
EverPoint Asset Management
Connecticut
$3.7M 43,600 +43,600 New
SFS
367
Strategic Financial Services
New York
$3.68M 43,360 -880 -2%
CB
368
Chemical Bank
Michigan
$3.68M 43,347 -3,075 -7%
BSPF
369
British Steel Pension Fund
United Kingdom
$3.68M 43,342 – –
SCM
370
Stonebridge Capital Management
California
$3.63M 42,834 +530 +1%
VCAM
371
Van Cleef Asset Management
Ohio
$3.6M 42,450 +265 +0.6%
PP
372
Palladium Partners
Virginia
$3.6M 42,382 -1,755 -4%
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
$3.59M 42,300 -22,700 -35%
TAF
374
Tredje AP-fonden
Sweden
$3.57M 42,083 +42,083 New
DWA
375
Douglass Winthrop Advisors
New York
$3.55M 44,300 – –
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