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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 %
KCM
451
Kanawha Capital Management
Virginia
$3.12M -$9.15K -100 -0.3%
DnB Asset Management
452
DnB Asset Management
Norway
$3.1M +$201K +2,200 +7%
SFS
453
Strategic Financial Services
New York
$3.1M -$22.2K -243 -0.7%
ACM
454
Alpha Capital Management
Texas
$3.09M +$10.3K +112 +0.3%
SC
455
Scotia Capital
Ontario, Canada
$3.01M -$771K -8,432 -20%
RS
456
Robeco Schweiz
Switzerland
$3.01M +$231K +2,500 +8%
MAM
457
Mastrapasqua Asset Management
Tennessee
$3M +$3M +32,780 New
BBHC
458
Brown Brothers Harriman & Co
New York
$2.99M -$304K -3,325 -9%
UF
459
Univest Financial
Pennsylvania
$2.98M +$115K +1,261 +4%
LRPA
460
L. Roy Papp & Associates
Arizona
$2.97M +$41.5K +453 +1%
GA
461
Geneva Advisors
Illinois
$2.97M -$78.8K -861 -3%
AAM
462
Ardevora Asset Management
United Kingdom
$2.96M +$2.96M +32,313 New
MCM
463
Murphy Capital Management
New Jersey
$2.96M -$407K -4,450 -12%
IIM
464
Ipswich Investment Management
Massachusetts
$2.94M -$233K -2,548 -7%
HCM
465
Howland Capital Management
Massachusetts
$2.9M +$27.5K +300 +1%
DG
466
Davidson & Garrard
Virginia
$2.87M +$130K +1,423 +5%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$141K +1,544 +5%
AMI
468
Amica Mutual Insurance
Rhode Island
$2.8M -$1.04M -11,369 -27%
AAM
469
AR Asset Management
California
$2.79M – – –
LIM
470
Loudon Investment Management
New Hampshire
$2.76M -$73.2K -800 -3%
UCFA
471
United Capital Financial Advisors
Texas
$2.74M +$327K +3,571 +14%
FBNAT
472
FirstMerit Bank N.A. Trustee
Ohio
$2.71M -$7.96K -87 -0.3%
CCMINC
473
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.66M +$13.2K +144 +0.5%
RW
474
Rand Wealth
Maryland
$2.65M +$3.87K +45 +0.1%
Mackenzie Financial
475
Mackenzie Financial
Ontario, Canada
$2.65M +$620K +6,772 +31%
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