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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 %
SFS
376
Strategic Financial Services
New York
$3.54M +$834K +10,425 +31%
PP
377
Palladium Partners
Virginia
$3.53M -$285K -3,560 -7%
SDIC
378
South Dakota Investment Council
South Dakota
$3.51M – – –
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$3.5M -$152K -1,900 -4%
BSPF
380
British Steel Pension Fund
United Kingdom
$3.47M – – –
CIBC World Market
381
CIBC World Market
Ontario, Canada
$3.46M +$676K +8,449 +24%
SC
382
Saiers Capital
New York
$3.43M +$3.14M +39,259 +1,098%
SCM
383
Stonebridge Capital Management
California
$3.39M +$195K +2,433 +6%
VCAM
384
Van Cleef Asset Management
Ohio
$3.38M +$429K +5,355 +15%
BF
385
BOK Financial
Oklahoma
$3.36M +$540K +6,750 +19%
ERSOT
386
Employees Retirement System of Texas
Texas
$3.32M – – –
KRS
387
Kentucky Retirement Systems
Kentucky
$3.27M -$336K -4,203 -9%
NB
388
NBT Bank
New York
$3.25M -$38.6K -482 -1%
GIM
389
Gyrus Investment Management
Ontario, Canada
$3.25M -$68K -850 -2%
KBC Group
390
KBC Group
Belgium
$3.25M -$1.74M -21,807 -35%
BA
391
Boston Advisors
Massachusetts
$3.24M -$765K -9,554 -19%
Capital Fund Management (CFM)
392
Capital Fund Management (CFM)
France
$3.2M -$40.6M -507,501 -93%
WC
393
Whitney & Co
New York
$3.18M +$48K +600 +2%
SWM
394
Segment Wealth Management
Texas
$3.16M +$364K +4,548 +13%
SCM
395
Shelton Capital Management
Colorado
$3.14M +$48K +600 +2%
PCMI
396
Princeton Capital Management Inc
New Jersey
$3.13M +$207K +2,585 +7%
ACM
397
Alpha Capital Management
Texas
$3.09M – – –
ICOA
398
Investment Centers of America
North Dakota
$3.07M +$1.48M +18,525 +94%
SSWM
399
Smith Salley Wealth Management
North Carolina
$3.05M +$265K +3,307 +10%
LCM
400
Laurion Capital Management
New York
$3.03M +$3.03M +37,800 New
14 15
16
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