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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMINC
476
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.07M +$50.5K +465 +2%
LC
477
Lakeshore Capital
Alabama
$3.07M +$22.8K +210 +0.7%
Jane Street
478
Jane Street
New York
$3.05M -$30.1M -276,662 -91%
MC
479
Moors & Cabot
Massachusetts
$3.02M +$1.05M +9,621 +53%
DWA
480
Douglass Winthrop Advisors
New York
$3.02M -$432K -3,975 -13%
WPP
481
Whalerock Point Partners
Rhode Island
$3.01M -$5.43K -50 -0.2%
NRS
482
Neville Rodie & Shaw
New York
$2.98M +$6.52K +60 +0.2%
SIC
483
Sigma Investment Counselors
Michigan
$2.95M -$158K -1,455 -5%
AIM
484
abrdn Investment Management
United Kingdom
$2.88M -$187K -1,721 -6%
AF
485
Arrow Financial
New York
$2.87M -$5K -46 -0.2%
BG
486
Bahl & Gaynor
Ohio
$2.87M +$57.1K +525 +2%
GIM
487
Gyrus Investment Management
Ontario, Canada
$2.86M -$560K -5,150 -16%
IC
488
InterOcean Capital
Illinois
$2.85M -$325K -2,991 -10%
BOH
489
Bank of Hawaii
Hawaii
$2.84M +$391K +3,595 +16%
MC
490
Mathes Company
New York
$2.83M +$29.9K +275 +1%
GA
491
GFS Advisors
Texas
$2.83M -$391K -3,600 -12%
Luther King Capital Management (LKCM)
492
Luther King Capital Management (LKCM)
Texas
$2.8M +$628K +5,781 +29%
LIM
493
Leavell Investment Management
Alabama
$2.8M – – –
MCM
494
McMillion Capital Management
North Carolina
$2.79M +$29.2K +269 +1%
MYLI
495
Meiji Yasuda Life Insurance
Japan
$2.78M +$870K +8,006 +46%
IMOV
496
Investment Management of Virginia
Virginia
$2.78M -$27.2K -250 -1%
GCA
497
Guardian Capital Advisors
Ontario, Canada
$2.75M -$155K -1,415 -5%
APFBOT
498
Amica Pension Fund Board of Trustees
Rhode Island
$2.74M -$2.42M -22,305 -47%
CAM
499
CG Asset Management
New York
$2.74M +$374K +3,440 +16%
JC
500
Jacobs & Co
California
$2.73M +$6.63K +61 +0.2%
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