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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 %
CIS
451
Connors Investor Services
Pennsylvania
$2.44M +$247K +2,910 +11%
FBNAT
452
FirstMerit Bank N.A. Trustee
Ohio
$2.42M +$7.04K +83 +0.3%
LH
453
Lebenthal Holdings
New York
$2.41M +$1.19M +14,735 +97%
IIM
454
Ipswich Investment Management
Massachusetts
$2.4M -$197K -2,324 -8%
OPCM
455
Osborne Partners Capital Management
California
$2.37M – – –
SLI
456
Sumitomo Life Insurance
Japan
$2.35M -$290K -3,422 -11%
CA
457
CapWealth Advisors
Tennessee
$2.35M +$291K +3,430 +14%
DnB Asset Management
458
DnB Asset Management
Norway
$2.32M +$8.48K +100 +0.4%
TCT
459
TIAA CREF Trust
Missouri
$2.31M +$161K +1,894 +7%
WTB
460
Washington Trust Bank
Washington
$2.28M +$94.8K +1,118 +4%
BCM
461
Bluefin Capital Management
New York
$2.27M +$1.1M +12,951 +94%
MC
462
Mathes Company
New York
$2.26M +$53K +625 +2%
BCM
463
BTC Capital Management
Iowa
$2.26M +$2.26M +26,640 New
NCM
464
Narwhal Capital Management
Georgia
$2.22M +$6.36K +75 +0.3%
GHA
465
Garcia Hamilton & Associates
Texas
$2.19M -$290K -3,418 -12%
ONB
466
Old National Bancorp
Indiana
$2.15M -$104K -1,230 -5%
APFBOT
467
Amica Pension Fund Board of Trustees
Rhode Island
$2.14M – – –
LIA
468
LS Investment Advisors
Michigan
$2.14M +$90.9K +1,072 +4%
NRS
469
Neville Rodie & Shaw
New York
$2.13M -$28.8K -340 -1%
UCFA
470
United Capital Financial Advisors
Texas
$2.09M -$233K -2,749 -10%
RG
471
Rathbones Group
United Kingdom
$2.07M -$21.6K -255 -1%
LCM
472
Logan Capital Management
Pennsylvania
$2.06M – – –
CAN
473
Cetera Advisor Networks
California
$2.06M – – –
LIM
474
Leavell Investment Management
Alabama
$2.05M -$67.9K -800 -3%
MFS
475
MSI Financial Services
Massachusetts
$2.04M -$75.4K -889 -4%
17 18
19
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