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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 %
WAM
401
Wolverine Asset Management
Illinois
$2.17M +$2.17M +33,200 New
Boston Partners
402
Boston Partners
Massachusetts
$2.16M +$2.16M +33,054 New
LMGAM
403
Liberty Mutual Group Asset Management
Massachusetts
$2.14M +$46.9K +718 +2%
SF
404
Synovus Financial
Georgia
$2.14M -$15.9K -242 -0.7%
MCM
405
Murphy Capital Management
New Jersey
$2.13M +$77.3K +1,182 +4%
RW
406
Rand Wealth
Maryland
$2.12M +$74K +1,132 +4%
PP
407
Paloma Partners
Connecticut
$2.11M -$549K -8,405 -21%
CANC
408
Culbertson A N & Co
Virginia
$2.11M +$12.4K +190 +0.6%
LRPA
409
L. Roy Papp & Associates
Arizona
$2.11M -$15K -229 -0.7%
SIC
410
Salem Investment Counselors
North Carolina
$2.1M -$89.1K -1,375 -4%
CI
411
Conning Inc
Connecticut
$2.1M +$642K +9,817 +44%
NLI
412
Nippon Life Insurance
Japan
$2.09M -$2.03K -31 -0.1%
KCM
413
Kanawha Capital Management
Virginia
$2.09M -$136K -2,075 -6%
SRCM
414
Swift Run Capital Management
Virginia
$2.08M +$2.08M +31,839 New
SIA
415
Sit Investment Associates
Minnesota
$2.08M -$137K -2,100 -6%
RJA
416
Robshaw & Julian Associates
New York
$2.07M -$567K -8,683 -22%
RS
417
Robeco Schweiz
Switzerland
$2.07M – – –
ECM
418
Element Capital Management
New York
$2.07M +$1.76M +26,929 +573%
KIA
419
KCM Investment Advisors
California
$2.06M +$47.7K +730 +2%
TSBJ
420
Trevor, Stewart, Burton & Jacobsen
New York
$2.06M +$17K +260 +0.8%
ACM
421
Argyle Capital Management
Pennsylvania
$2.04M +$1.48M +22,600 +261%
HCM
422
Howland Capital Management
Massachusetts
$2.04M +$17K +260 +0.8%
SAMNY
423
Samsung Asset Management (New York)
New York
$2.04M -$69.3K -1,060 -3%
BPC
424
Banque Pictet & Cie
Switzerland
$2.01M +$2.01M +30,810 New
BCM
425
BTC Capital Management
Iowa
$2M +$258K +3,948 +15%
15 16
17
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