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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.

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
1
Capital World Investors
California
$2.16B
2
Harris Associates
2
Harris Associates
Illinois
$975M
3
CS
3
Credit Suisse
Switzerland
$257M
4
Citigroup
4
Citigroup
New York
$71.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$992M

Top Sellers

1
State Street
1
State Street
Massachusetts
$4.79B
2
Goldman Sachs
2
Goldman Sachs
New York
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$46.9M
5
BIT
5
BlackRock Institutional Trust
California
$1.3B
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$215M 2,537,600 -350,000 -12%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$212M 2,501,719 -1,143,524 -31%
UBS AM
28
UBS AM
Illinois
$211M 2,482,561 +464,919 +23%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$187M 2,209,900 -113,700 -5%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$183M 2,161,638 +476,849 +28%
Deutsche Bank
31
Deutsche Bank
Germany
$183M 2,152,092 +258,410 +14%
Charles Schwab
32
Charles Schwab
California
$175M 2,060,690 -264,589 -11%
TCIM
33
TIAA CREF Investment Management
New York
$152M 1,794,645 -566,019 -24%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$152M 1,790,635 -36,194 -2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$147M 1,732,419 +65,520 +4%
PP
36
Prudential plc
United Kingdom
$145M 1,707,163 +134,372 +9%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$141M 1,666,367 +29,480 +2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$134M 1,574,679 -37,355 -2%
APG Asset Management
39
APG Asset Management
Netherlands
$128M 1,512,560 +85,285 +6%
MAA
40
Managed Account Advisors
New Jersey
$128M 1,509,374 +251,129 +20%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$124M 1,467,572 -65,442 -4%
Goldman Sachs
42
Goldman Sachs
New York
$121M 1,426,882 -1,496,718 -51%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$117M 1,378,866 -120,950 -8%
UBS Group
44
UBS Group
Switzerland
$117M 1,376,301 +242,793 +21%
AllianceBernstein
45
AllianceBernstein
Tennessee
$116M 1,370,493 -126,773 -8%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$114M 1,349,662 +244,847 +22%
BlackRock
47
BlackRock
New York
$111M 1,314,126 -384,562 -23%
Credit Agricole
48
Credit Agricole
France
$107M 1,258,085 -74,263 -6%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$105M 1,234,753 +64,452 +6%
Prudential Financial
50
Prudential Financial
New Jersey
$104M 1,220,960 +141,410 +13%
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