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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.

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
1
Wellington Management Group
Massachusetts
$814M
2
American Century Companies
2
American Century Companies
Missouri
$325M
3
Morgan Stanley
3
Morgan Stanley
New York
$445M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$205M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$282M
2
Capital World Investors
2
Capital World Investors
California
$1.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$725M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$37.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$964M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$231M -$11.1M -121,178 -5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$210M +$17.3M +188,587 +9%
UBS AM
28
UBS AM
Illinois
$208M -$2.2M -24,044 -1%
CS
29
Credit Suisse
Switzerland
$208M -$32.4M -354,328 -13%
Wells Fargo
30
Wells Fargo
California
$206M +$6.03M +65,874 +3%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$205M +$89.5M +977,396 +77%
Charles Schwab
32
Charles Schwab
California
$196M +$4.06M +44,394 +2%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$195M +$46.3M +505,863 +31%
Deutsche Bank
34
Deutsche Bank
Germany
$177M -$50.7M -554,036 -22%
Goldman Sachs
35
Goldman Sachs
New York
$171M -$19.3M -210,656 -10%
TCIM
36
TIAA CREF Investment Management
New York
$171M -$12.1M -131,689 -7%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$157M -$5.43M -59,298 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$150M -$95.8M -1,046,687 -39%
MAA
39
Managed Account Advisors
New Jersey
$149M +$8.03M +87,754 +6%
Credit Agricole
40
Credit Agricole
France
$146M +$13.2M +150,809 +10%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$146M +$1.72M +21,550 +1%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$144M -$7.3M -79,728 -5%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$141M +$7.26M +79,232 +5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$137M +$1.72M +18,754 +1%
HCM
45
Herndon Capital Management
Georgia
$135M -$649K -7,086 -0.5%
BlackRock
46
BlackRock
New York
$133M +$8.97M +98,030 +7%
APG Asset Management
47
APG Asset Management
Netherlands
$131M +$3.96M +43,241 +3%
PP
48
Prudential plc
United Kingdom
$130M +$16.2M +177,500 +14%
Fidelity International
49
Fidelity International
Bermuda
$122M -$42.2M -461,149 -26%
PAM
50
Panagora Asset Management
Massachusetts
$116M -$33.6M -367,079 -22%
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