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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
451
L. Roy Papp & Associates
Arizona
$3.5M – – –
OIA
452
Optimum Investment Advisors
Illinois
$3.49M +$361K +3,325 +12%
IT
453
Investors Trust
Texas
$3.48M -$439K -4,039 -11%
DnB Asset Management
454
DnB Asset Management
Norway
$3.47M +$3.47M +31,897 New
LIM
455
Loudon Investment Management
New Hampshire
$3.42M -$217K -2,000 -6%
UF
456
Univest Financial
Pennsylvania
$3.42M +$77.5K +713 +2%
DG
457
Davidson & Garrard
Virginia
$3.42M -$242K -2,231 -7%
PAI
458
Pittenger & Anderson Inc
Nebraska
$3.4M -$59.2K -545 -2%
WTNA
459
Wilmington Trust National Association
Delaware
$3.37M -$857K -7,888 -20%
K
460
Kemper
Illinois
$3.37M – – –
EWA
461
Exencial Wealth Advisors
Oklahoma
$3.35M -$125K -1,138 -4%
RW
462
Rand Wealth
Maryland
$3.34M -$89.7K -825 -3%
BPBT
463
Boston Private Bank & Trust
Massachusetts
$3.34M -$144K -1,323 -4%
AAM
464
AR Asset Management
California
$3.31M – – –
CD
465
Carl Domino
Florida
$3.26M +$460K +4,235 +16%
IP
466
Interval Partners
New York
$3.26M +$3.26M +30,000 New
FBNAT
467
FirstMerit Bank N.A. Trustee
Ohio
$3.25M +$465K +4,277 +17%
BP
468
Banyan Partners
Florida
$3.23M -$739K -6,800 -19%
SSWM
469
Smith Salley Wealth Management
North Carolina
$3.21M +$690K +6,344 +27%
CAM
470
Columbia Asset Management
Michigan
$3.18M -$477K -4,392 -13%
OPCM
471
Osborne Partners Capital Management
California
$3.14M -$23.9K -220 -0.8%
FTIOP
472
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.14M +$8.15K +75 +0.3%
Mariner
473
Mariner
Kansas
$3.12M -$174K -1,598 -5%
ST
474
Stifel Trust
Missouri
$3.1M +$8.91K +82 +0.3%
SF
475
Synovus Financial
Georgia
$3.09M -$215K -1,979 -7%
17 18
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