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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 %
STC
401
SEI Trust Company
Pennsylvania
$4.53M +$599K +5,512 +15%
SC
402
SouthState Corp
Florida
$4.47M +$17.6K +162 +0.4%
NIM
403
Northeast Investment Management
Massachusetts
$4.43M +$176K +1,615 +4%
TCM
404
Twin Capital Management
Pennsylvania
$4.41M +$2.28M +21,020 +108%
BIM
405
Bridges Investment Management
Nebraska
$4.41M +$66.1K +608 +2%
SCM
406
Stonebridge Capital Management
California
$4.36M -$691K -6,360 -14%
AMIM
407
Aull & Monroe Investment Management
Alabama
$4.36M +$21.7K +200 +0.5%
OA
408
OFI Advisors
Pennsylvania
$4.26M -$236K -2,171 -5%
MAM
409
Mastrapasqua Asset Management
Tennessee
$4.25M -$37.2K -342 -0.9%
BF
410
BOK Financial
Oklahoma
$4.25M +$1.26M +11,586 +42%
VRS
411
Virginia Retirement Systems
Virginia
$4.21M +$500K +4,599 +13%
LMGAM
412
Liberty Mutual Group Asset Management
Massachusetts
$4.19M -$164K -1,505 -4%
ST
413
Semper Trust
Pennsylvania
$4.18M -$83.7K -770 -2%
MCM
414
Murphy Capital Management
New Jersey
$4.18M +$254K +2,333 +6%
WC
415
Whitney & Co
New York
$4.14M -$10.9K -100 -0.3%
WHG
416
Westwood Holdings Group
Texas
$4.11M -$75.5K -695 -2%
BIC
417
Bridges Investment Counsel
Nebraska
$4.08M -$239K -2,200 -6%
SLI
418
Sumitomo Life Insurance
Japan
$4.05M +$21.1K +194 +0.5%
MAM
419
Meeder Asset Management
Ohio
$4.03M +$4.03M +37,060 New
TMAM
420
Tokio Marine Asset Management
Japan
$4.02M -$557K -5,126 -12%
SC
421
Sculptor Capital
New York
$3.94M -$2.72M -25,000 -41%
SCM
422
Shelton Capital Management
Colorado
$3.93M – – –
IIM
423
Ipswich Investment Management
Massachusetts
$3.92M -$68K -626 -2%
BG
424
Bollard Group
Massachusetts
$3.9M +$790K +7,274 +25%
CWM
425
Cabot Wealth Management
Massachusetts
$3.89M -$23.6K -217 -0.6%
15 16
17
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