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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.

New
Increased
Maintained
Reduced
Closed
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
Capital World Investors
California
$2.16B
2
Harris Associates
Harris Associates
Illinois
$975M
3
CS
Credit Suisse
Switzerland
$257M
4
Citigroup
Citigroup
New York
$71.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$992M

Top Sellers

1
State Street
State Street
Massachusetts
$4.79B
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.9M
5
BIT
BlackRock Institutional Trust
California
$1.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
376
Employees Retirement System of Texas
Texas
$3.52M – – –
EA
377
Euclid Advisors
Connecticut
$3.51M +$3.51M +41,427 New
NB
378
NBT Bank
New York
$3.51M +$63K +743 +2%
FTIOP
379
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.49M +$1.14M +13,434 +48%
SDIC
380
South Dakota Investment Council
South Dakota
$3.47M -$254K -3,000 -7%
TG
381
TCW Group
California
$3.46M -$11M -130,200 -76%
KRS
382
Kentucky Retirement Systems
Kentucky
$3.46M -$5.94K -70 -0.2%
PP
383
Paloma Partners
Connecticut
$3.45M +$2.32M +27,376 +206%
Macquarie Group
384
Macquarie Group
Australia
$3.43M -$3.3M -38,914 -49%
KBC Group
385
KBC Group
Belgium
$3.43M -$20.4K -240 -0.6%
RJA
386
Robshaw & Julian Associates
New York
$3.42M -$801K -9,449 -19%
DL
387
Delta Lloyd
Netherlands
$3.38M +$1.18M +13,961 +54%
FAAS
388
First Allied Advisory Services
California
$3.37M -$621K -7,360 -16%
SCM
389
Shelton Capital Management
Colorado
$3.36M +$33.9K +400 +1%
SWM
390
Segment Wealth Management
Texas
$3.36M +$6.28K +74 +0.2%
FNFDCM
391
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.36M -$404K -4,765 -11%
ACM
392
Alpha Capital Management
Texas
$3.35M +$485K +5,723 +17%
WC
393
Whitney & Co
New York
$3.31M -$53K -625 -2%
PCMI
394
Princeton Capital Management Inc
New Jersey
$3.31M -$3.39K -40 -0.1%
WHG
395
Westwood Holdings Group
Texas
$3.29M +$344K +4,060 +12%
SSWM
396
Smith Salley Wealth Management
North Carolina
$3.29M +$55.5K +654 +2%
VFS
397
VSR Financial Services
Kansas
$3.23M +$234K +2,763 +8%
Mackenzie Financial
398
Mackenzie Financial
Ontario, Canada
$3.15M +$315K +3,715 +11%
MSU
399
Maple Securities USA
New Jersey
$3.15M -$4.71M -55,501 -60%
SC
400
SouthState Corp
Florida
$3.12M -$62.3K -735 -2%
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