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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 %
JC
401
Jacobs & Co
California
$3.1M +$103K +1,214 +3%
UF
402
Univest Financial
Pennsylvania
$3.05M +$49.3K +581 +2%
TCOV
403
Trust Company of Vermont
Vermont
$3.01M -$2.55K -30 -0.1%
PP
404
PDT Partners
New York
$2.98M +$2.98M +35,176 New
NIT
405
NumerixS Investment Technologies
British Columbia, Canada
$2.97M +$1.08M +12,777 +57%
AMIM
406
Aull & Monroe Investment Management
Alabama
$2.97M +$33.4K +420 +1%
SIM
407
Sentry Investment Management
Wisconsin
$2.96M +$739K +8,717 +33%
BTS
408
BB&T Securities
Virginia
$2.95M +$112K +1,326 +4%
SI
409
Stephens Inc
Arkansas
$2.93M +$705K +8,310 +32%
BBA
410
BLB&B Advisors
Pennsylvania
$2.9M -$56.7K -668 -2%
KCM
411
Kanawha Capital Management
Virginia
$2.88M +$5.51K +65 +0.2%
Capstone Investment Advisors
412
Capstone Investment Advisors
New York
$2.88M +$2.88M +33,946 New
SIA
413
Sit Investment Associates
Minnesota
$2.87M -$123K -1,450 -4%
SIC
414
Salem Investment Counselors
North Carolina
$2.86M -$2.12K -25 -0.1%
UOC
415
UBS O'Connor
Illinois
$2.86M +$2.86M +33,757 New
ICOA
416
Investment Centers of America
North Dakota
$2.86M -$373K -4,412 -12%
LIM
417
Loudon Investment Management
New Hampshire
$2.83M +$268K +3,158 +10%
VNA
418
VNBTrust National Association
Virginia
$2.82M -$10.6K -125 -0.4%
Mirae Asset Global Investments
419
Mirae Asset Global Investments
South Korea
$2.8M -$79.8K -941 -3%
CAM
420
Columbia Asset Management
Michigan
$2.8M +$27.5K +324 +1%
SF
421
Synovus Financial
Georgia
$2.79M -$30.3K -358 -1%
CIA
422
CCM Investment Advisers
South Carolina
$2.79M -$9.94M -117,225 -78%
LRPA
423
L. Roy Papp & Associates
Arizona
$2.75M – – –
BBHC
424
Brown Brothers Harriman & Co
New York
$2.75M +$50.9K +600 +2%
RS
425
Robeco Schweiz
Switzerland
$2.75M – – –
15 16
17
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