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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 %
SAMNY
426
Samsung Asset Management (New York)
New York
$2.73M +$1.24M +14,590 +83%
LMGAM
427
Liberty Mutual Group Asset Management
Massachusetts
$2.72M -$1.07M -12,594 -28%
BF
428
BOK Financial
Oklahoma
$2.72M -$837K -9,862 -24%
CANC
429
Culbertson A N & Co
Virginia
$2.72M +$291K +3,431 +12%
NLI
430
Nippon Life Insurance
Japan
$2.71M -$1.36K -16 -0.1%
TCM
431
Telos Capital Management
California
$2.68M +$115K +1,357 +4%
MCM
432
Murphy Capital Management
New Jersey
$2.67M +$63.6K +750 +2%
PAG
433
Private Advisor Group
New Jersey
$2.67M +$107K +1,256 +4%
GA
434
Geneva Advisors
Illinois
$2.66M -$22.9K -270 -0.9%
EDRS
435
Edmond de Rothschild (Suisse)
Switzerland
$2.65M +$2.65M +31,290 New
RW
436
Rand Wealth
Maryland
$2.65M +$59.4K +700 +2%
TSBJ
437
Trevor, Stewart, Burton & Jacobsen
New York
$2.65M +$2.65M +31,190 New
CCMINC
438
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.64M +$155K +1,828 +6%
HCM
439
Howland Capital Management
Massachusetts
$2.63M -$32.2K -380 -1%
KIA
440
KCM Investment Advisors
California
$2.61M +$800K +9,431 +44%
MC
441
Moors & Cabot
Massachusetts
$2.6M +$214K +2,534 +9%
AMI
442
Amica Mutual Insurance
Rhode Island
$2.59M – – –
DG
443
Davidson & Garrard
Virginia
$2.58M +$38.9K +459 +2%
SIC
444
Sigma Investment Counselors
Michigan
$2.58M -$26.2K -309 -1%
CSS
445
Cubist Systematic Strategies
Connecticut
$2.57M +$1.76M +20,806 +221%
I
446
IberiaBank
Louisiana
$2.56M +$2.56M +30,225 New
AAM
447
AR Asset Management
California
$2.56M -$17K -200 -0.7%
RC
448
RBF Capital
California
$2.55M -$1.27M -15,000 -33%
Jane Street
449
Jane Street
New York
$2.54M +$2.23M +26,322 +722%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$2.53M -$55.7K -656 -2%
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