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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$5.07M +$5.01M +46,062 +7,526%
FBB
377
Fulton Breakefield Broenniman
Maryland
$5.05M +$8.26K +76 +0.2%
KBC Group
378
KBC Group
Belgium
$5.03M -$126K -1,160 -2%
BSPF
379
British Steel Pension Fund
United Kingdom
$5.02M – – –
GSBTD
380
Glenview State Bank Trust Department
Illinois
$5.02M -$27.2K -250 -0.5%
CM
381
Churchill Management
California
$4.95M +$280K +2,575 +6%
PCM
382
Parsons Capital Management
Rhode Island
$4.94M -$108K -998 -2%
EWM
383
Endurance Wealth Management
Rhode Island
$4.94M -$35.3K -325 -0.7%
NB
384
NBT Bank
New York
$4.88M +$10.1K +93 +0.2%
CC
385
Cannell & Co
New York
$4.86M -$619K -5,700 -11%
NIA
386
Northstar Investment Advisors
Colorado
$4.86M +$266K +2,448 +6%
PDN
387
Pensionfund DSM Netherlands
Netherlands
$4.84M +$706K +6,500 +17%
ERSOT
388
Employees Retirement System of Texas
Texas
$4.83M -$1.47M -13,572 -23%
PAG
389
Private Advisor Group
New Jersey
$4.79M -$429K -3,945 -8%
V
390
Veritable
Delaware
$4.79M +$57.8K +532 +1%
EMR
391
Errol M. Rudman
$4.79M +$4.79M +44,100 New
PPCM
392
Pillar Pacific Capital Management
California
$4.75M +$184K +1,695 +4%
WBC
393
Westpac Banking Corp
Australia
$4.72M +$37.9K +349 +0.8%
RJA
394
Robshaw & Julian Associates
New York
$4.64M +$4.64M +42,683 New
PI
395
Placemark Investments
Illinois
$4.59M +$1M +9,249 +28%
HFS
396
HL Financial Services
Kentucky
$4.58M +$131K +1,203 +3%
RJFSA
397
Raymond James Financial Services Advisors
Florida
$4.58M +$2.62M +24,135 +134%
CA
398
Cullinan Associates
Kentucky
$4.56M +$276K +3,341 +6%
AMI
399
Amica Mutual Insurance
Rhode Island
$4.56M -$2.36M -21,717 -34%
BBA
400
BLB&B Advisors
Pennsylvania
$4.55M -$130K -1,199 -3%
14 15
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