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Caterpillar
CAT

Overview Fund Activity

1,073 hedge funds and large institutions have $33B invested in Caterpillar in 2013 Q2 according to their latest regulatory filings, with 1,073 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
1,073
Holders Change
+1,073
Holders Change %
–
% of All Funds
35.03%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
1,073
Increased
–
Reduced
–
Closed
–
Calls
$827M
Puts
$1.46B
Net Calls
-$631M
Net Calls Change
-$631M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$230M +$230M +2,793,511 New
ClearBridge Investments
27
ClearBridge Investments
New York
$214M +$214M +2,597,569 New
LSV Asset Management
28
LSV Asset Management
Illinois
$210M +$210M +2,545,883 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$206M +$206M +2,501,289 New
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$186M +$186M +2,254,125 New
TCIM
31
TIAA CREF Investment Management
New York
$179M +$179M +2,168,398 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$164M +$164M +1,985,899 New
PP
33
Prudential plc
United Kingdom
$163M +$163M +1,973,284 New
UBS AM
34
UBS AM
Illinois
$157M +$157M +1,906,672 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$156M +$156M +1,888,807 New
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$154M +$154M +1,879,798 New
PAM
37
Panagora Asset Management
Massachusetts
$153M +$153M +1,860,205 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150M +$150M +1,812,849 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$144M +$144M +1,741,294 New
IGIM
40
I.G. Investment Management
Manitoba, Canada
$140M +$140M +1,698,015 New
CGT
41
Capital Guardian Trust
California
$127M +$127M +1,539,992 New
Ameriprise
42
Ameriprise
Minnesota
$125M +$125M +1,514,005 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$121M +$121M +1,461,798 New
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$119M +$119M +1,438,565 New
GTP
45
Global Thematic Partners
New York
$116M +$116M +1,411,517 New
SB
46
Suntrust Banks
Georgia
$111M +$111M +1,351,119 New
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$110M +$110M +1,332,914 New
Charles Schwab
48
Charles Schwab
California
$108M +$108M +1,304,371 New
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$106M +$106M +1,285,122 New
BlackRock
50
BlackRock
New York
$104M +$104M +1,261,245 New
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