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Caterpillar
CAT

Overview Fund Activity

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$494M
2
Invesco
Invesco
Georgia
+$293M
3
Fidelity International
Fidelity International
Bermuda
+$186M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
5
O
OppenheimerFunds
New York
+$155M

Top Sellers

1
State Street
State Street
Massachusetts
-$498M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144M
3
MNA
Manning & Napier Advisors
New York
-$105M
4
Franklin Resources
Franklin Resources
California
-$100M
5
Capital World Investors
Capital World Investors
California
-$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
SouthState Corp
Florida
$4.07M -$18.3K -184 -0.4%
LMGAM
402
Liberty Mutual Group Asset Management
Massachusetts
$3.98M +$293K +2,947 +8%
BIM
403
Bridges Investment Management
Nebraska
$3.97M -$434K -4,370 -10%
AMIM
404
Aull & Monroe Investment Management
Alabama
$3.97M -$29.8K -300 -0.7%
BIC
405
Bridges Investment Counsel
Nebraska
$3.95M -$235K -2,367 -6%
MAM
406
Mastrapasqua Asset Management
Tennessee
$3.92M -$161K -1,624 -4%
ST
407
Semper Trust
Pennsylvania
$3.9M -$132K -1,325 -3%
NIM
408
Northeast Investment Management
Massachusetts
$3.89M +$298 +3 +0%
WTNA
409
Wilmington Trust National Association
Delaware
$3.87M +$30.3K +305 +0.8%
WHG
410
Westwood Holdings Group
Texas
$3.83M +$57.7K +581 +2%
WC
411
Whitney & Co
New York
$3.79M +$52.2K +525 +1%
PDN
412
Pensionfund DSM Netherlands
Netherlands
$3.78M -$376K -3,784 -9%
SLI
413
Sumitomo Life Insurance
Japan
$3.68M -$311K -3,132 -8%
SIM
414
Sentry Investment Management
Wisconsin
$3.68M – – –
IIM
415
Ipswich Investment Management
Massachusetts
$3.65M +$84.6K +851 +2%
BP
416
Banyan Partners
Florida
$3.63M -$241K -2,429 -6%
DR
417
Davis Rea
Ontario, Canada
$3.62M +$261K +2,625 +8%
BBHC
418
Brown Brothers Harriman & Co
New York
$3.62M -$1.05M -10,565 -22%
CB
419
Chemical Bank
Michigan
$3.61M -$376K -3,786 -9%
SCM
420
Shelton Capital Management
Colorado
$3.6M – – –
STC
421
SEI Trust Company
Pennsylvania
$3.59M +$225K +2,263 +7%
MCM
422
Murphy Capital Management
New Jersey
$3.59M +$318K +3,202 +10%
IT
423
Investors Trust
Texas
$3.59M – – –
CWM
424
Cabot Wealth Management
Massachusetts
$3.58M -$10.2K -103 -0.3%
BOTW
425
Bank of the West
California
$3.56M +$291K +2,928 +9%
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