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Caterpillar
CAT

Overview Fund Activity

1,057 hedge funds and large institutions have $25.9B invested in Caterpillar in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 440 reducing their positions, and 126 closing their positions.

Holders
1,057
Holders Change
-70
Holders Change %
-6.21%
% of All Funds
29.54%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.11%
New
68
Increased
399
Reduced
440
Closed
126
Calls
$931M
Puts
$1.73B
Net Calls
-$803M
Net Calls Change
-$202M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$628M
2
Harris Associates
2
Harris Associates
Illinois
$1.06B
3
Invesco
3
Invesco
Georgia
$413M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$911M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$115M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$25.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$576M
4
American Century Companies
4
American Century Companies
Missouri
$172M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Columbia Asset Management
Michigan
$2.49M +$333K +5,094 +15%
AMIM
377
Aull & Monroe Investment Management
Alabama
$2.48M +$42.4K +648 +2%
TAF
378
Tredje AP-fonden
Sweden
$2.48M -$275K -4,213 -10%
KBC Group
379
KBC Group
Belgium
$2.45M -$193K -2,950 -7%
CWM
380
CIBC World Markets
New York
$2.41M -$6.63M -101,446 -73%
MSU
381
Maple Securities USA
New Jersey
$2.41M -$17.9K -274 -0.7%
SC
382
SouthState Corp
Florida
$2.41M +$784 +12 +0%
FAAS
383
First Allied Advisory Services
California
$2.4M -$229K -3,470 -9%
TCOV
384
Trust Company of Vermont
Vermont
$2.4M +$76.3K +1,167 +3%
SCM
385
Shelton Capital Management
Colorado
$2.39M -$203K -3,100 -8%
JC
386
Jacobs & Co
California
$2.38M -$10.8K -165 -0.5%
PCMI
387
Princeton Capital Management Inc
New Jersey
$2.37M -$178K -2,727 -7%
UF
388
Univest Financial
Pennsylvania
$2.37M +$16.6K +254 +0.7%
BTS
389
BB&T Securities
Virginia
$2.35M +$73.7K +1,127 +3%
Twin Tree Management
390
Twin Tree Management
Texas
$2.34M +$2.34M +35,790 New
BCM
391
Bluefin Capital Management
New York
$2.33M +$578K +8,843 +33%
SIM
392
Sentry Investment Management
Wisconsin
$2.32M +$43K +658 +2%
BBA
393
BLB&B Advisors
Pennsylvania
$2.3M +$68.1K +1,041 +3%
QT
394
Quantbot Technologies
New York
$2.29M +$2.29M +35,059 New
CCMINC
395
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.27M +$234K +3,579 +11%
CIP
396
Convergence Investment Partners
Florida
$2.27M +$899K +13,763 +66%
NB
397
NBT Bank
New York
$2.23M -$472K -7,221 -17%
GLRA
398
Gerald L. Ray & Associates
Texas
$2.2M -$1.39M -21,330 -39%
SOADOR
399
State of Alaska Department of Revenue
Alaska
$2.19M +$936K +14,320 +75%
OTPPB
400
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.18M -$4.14M -63,306 -65%
14 15
16
17 18