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Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
426
Westwood Holdings Group
Texas
$3.36M -$63.3K -692 -2%
PCMI
427
Princeton Capital Management Inc
New Jersey
$3.34M +$1.18M +12,920 +55%
SC
428
SouthState Corp
Florida
$3.34M -$287K -3,133 -8%
FIB
429
First Interstate Bank
Montana
$3.32M +$33.2K +363 +1%
SHGA
430
Sand Hill Global Advisors
California
$3.3M -$65.3K -713 -2%
SP
431
Sarasin & Partners
United Kingdom
$3.3M +$3.3M +36,045 New
BCM
432
BBT Capital Management
Texas
$3.28M +$3.28M +35,814 New
BBA
433
BLB&B Advisors
Pennsylvania
$3.28M -$525K -5,734 -14%
BF
434
BOK Financial
Oklahoma
$3.22M -$576K -6,291 -15%
CSS
435
Cubist Systematic Strategies
Connecticut
$3.22M +$1.17M +12,827 +57%
BIM
436
Bridges Investment Management
Nebraska
$3.21M +$22.9K +250 +0.7%
SIC
437
Salem Investment Counselors
North Carolina
$3.21M -$1.65K -18 -0.1%
PI
438
Placemark Investments
Illinois
$3.21M -$850K -9,285 -21%
SWM
439
Segment Wealth Management
Texas
$3.2M +$104K +1,140 +3%
DCM
440
Dynamic Capital Management
Jersey
$3.2M +$2.45M +26,762 +328%
BIC
441
Bridges Investment Counsel
Nebraska
$3.19M -$62.7K -685 -2%
CIBC World Market
442
CIBC World Market
Ontario, Canada
$3.19M +$896K +9,793 +39%
SSWM
443
Smith Salley Wealth Management
North Carolina
$3.18M +$404K +4,410 +15%
TCOV
444
Trust Company of Vermont
Vermont
$3.16M +$59.5K +650 +2%
HT
445
HAP Trading
New York
$3.16M +$860K +9,400 +37%
NLI
446
Nippon Life Insurance
Japan
$3.16M -$158K -1,728 -5%
BCM
447
Bluefin Capital Management
New York
$3.15M +$214K +2,342 +7%
SLI
448
Sumitomo Life Insurance
Japan
$3.15M -$174K -1,904 -5%
Toronto Dominion Bank
449
Toronto Dominion Bank
Ontario, Canada
$3.15M +$1.06M +11,577 +51%
VNA
450
VNBTrust National Association
Virginia
$3.12M – – –
16 17
18
19 20