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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
426
Robeco Schweiz
Switzerland
$2.62M -$25.6K -314 -1%
CAM
427
Columbia Asset Management
Michigan
$2.61M +$332K +4,146 +15%
LRPA
428
L. Roy Papp & Associates
Arizona
$2.6M -$4.08K -51 -0.2%
NLI
429
Nippon Life Insurance
Japan
$2.56M -$198K -2,475 -7%
BBHC
430
Brown Brothers Harriman & Co
New York
$2.55M -$70K -875 -3%
GA
431
Geneva Advisors
Illinois
$2.53M -$59.3K -741 -2%
HA
432
Hamel Associates
New Jersey
$2.53M +$988K +12,350 +64%
HCM
433
Howland Capital Management
Massachusetts
$2.51M -$25.7K -321 -1%
SLI
434
Sumitomo Life Insurance
Japan
$2.49M -$263K -3,290 -10%
PA
435
Profund Advisors
Maryland
$2.49M +$279K +3,481 +13%
MCM
436
Murphy Capital Management
New Jersey
$2.46M -$126K -1,580 -5%
SIC
437
Sigma Investment Counselors
Michigan
$2.46M +$206K +2,571 +9%
IIM
438
Ipswich Investment Management
Massachusetts
$2.45M -$114K -1,430 -4%
RW
439
Rand Wealth
Maryland
$2.45M -$20K -250 -0.8%
AMI
440
Amica Mutual Insurance
Rhode Island
$2.45M – – –
BPC
441
Banque Pictet & Cie
Switzerland
$2.44M -$928K -11,593 -28%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$2.44M -$38.6K -483 -2%
AAM
443
AR Asset Management
California
$2.43M -$8K -100 -0.3%
TCM
444
Telos Capital Management
California
$2.42M +$184K +2,301 +8%
LIM
445
Loudon Investment Management
New Hampshire
$2.42M +$9.37K +117 +0.4%
PAG
446
Private Advisor Group
New Jersey
$2.42M +$270K +3,377 +13%
DG
447
Davidson & Garrard
Virginia
$2.4M -$107K -1,341 -4%
UCFA
448
United Capital Financial Advisors
Texas
$2.38M -$222K -2,553 -9%
CCMINC
449
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.35M +$19.8K +247 +0.8%
GHA
450
Garcia Hamilton & Associates
Texas
$2.34M +$2.34M +29,283 New
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