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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 %
GCA
451
Gideon Capital Advisors
New York
$2.29M -$842K -10,525 -27%
CANC
452
Culbertson A N & Co
Virginia
$2.29M +$144K +1,803 +7%
FBNAT
453
FirstMerit Bank N.A. Trustee
Ohio
$2.28M -$89.2K -1,114 -4%
MC
454
Moors & Cabot
Massachusetts
$2.26M +$64.8K +811 +3%
OPCM
455
Osborne Partners Capital Management
California
$2.23M -$16K -200 -0.7%
FTIOP
456
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.22M -$12.3K -154 -0.6%
UAS
457
United Asset Strategies
New York
$2.21M +$350K +4,034 +19%
ACM
458
Azimuth Capital Management
Michigan
$2.19M +$298K +3,727 +16%
DnB Asset Management
459
DnB Asset Management
Norway
$2.18M -$528K -6,600 -19%
ONB
460
Old National Bancorp
Indiana
$2.13M -$119K -1,492 -5%
BIC
461
Bridges Investment Counsel
Nebraska
$2.12M -$670K -8,369 -24%
VKH
462
Virtu KCG Holdings
New York
$2.11M -$3.53M -44,066 -63%
BPBT
463
Boston Private Bank & Trust
Massachusetts
$2.11M -$123K -1,533 -6%
SI
464
Stephens Inc
Arkansas
$2.1M +$300K +3,752 +17%
MF
465
Magnetar Financial
Illinois
$2.1M +$2.1M +26,192 New
V
466
Veritable
Delaware
$2.09M -$24.9K -311 -1%
SIM
467
Sentry Investment Management
Wisconsin
$2.09M – – –
NCM
468
Narwhal Capital Management
Georgia
$2.09M +$142K +1,775 +7%
MC
469
Mathes Company
New York
$2.08M – – –
CIS
470
Connors Investor Services
Pennsylvania
$2.07M +$188K +2,355 +10%
DL
471
Delta Lloyd
Netherlands
$2.07M – – –
EGM
472
Engineers Gate Manager
New York
$2.07M +$1.59M +19,822 +331%
WTB
473
Washington Trust Bank
Washington
$2.06M +$381K +4,759 +23%
CAN
474
Cetera Advisor Networks
California
$2.06M +$123K +1,537 +6%
IMOV
475
Investment Management of Virginia
Virginia
$2.04M +$20.8K +260 +1%
17 18
19
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