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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
476
U.S. Global Investors (USGI)
Texas
$2.65M +$2.65M +28,900 New
CAM
477
Columbia Asset Management
Michigan
$2.61M -$32K -350 -1%
NRS
478
Neville Rodie & Shaw
New York
$2.59M -$19.2K -210 -0.7%
OIA
479
Optimum Investment Advisors
Illinois
$2.58M -$172K -1,885 -6%
DWA
480
Douglass Winthrop Advisors
New York
$2.58M -$349K -3,814 -12%
OPCM
481
Osborne Partners Capital Management
California
$2.57M -$8.7K -95 -0.3%
SIC
482
Sigma Investment Counselors
Michigan
$2.57M +$102K +1,111 +4%
ONB
483
Old National Bancorp
Indiana
$2.57M -$90.6K -990 -3%
TCM
484
Telos Capital Management
California
$2.56M +$147K +1,607 +6%
TCT
485
TIAA CREF Trust
Missouri
$2.56M +$256K +2,801 +11%
FTIOP
486
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.55M -$4.12K -45 -0.2%
BPBT
487
Boston Private Bank & Trust
Massachusetts
$2.55M -$294K -3,210 -10%
PA
488
Profund Advisors
Maryland
$2.53M +$366K +3,999 +17%
EWA
489
Exencial Wealth Advisors
Oklahoma
$2.51M -$123K -1,398 -5%
RG
490
Rathbones Group
United Kingdom
$2.51M +$90.8K +992 +4%
MC
491
Moors & Cabot
Massachusetts
$2.5M +$11.1K +121 +0.4%
TMAM
492
Tokio Marine Asset Management
Japan
$2.48M -$758K -8,278 -23%
JC
493
Jacobs & Co
California
$2.47M +$171K +1,872 +7%
CANC
494
Culbertson A N & Co
Virginia
$2.46M +$73.2K +800 +3%
PAG
495
Private Advisor Group
New Jersey
$2.46M +$435K +4,753 +22%
BG
496
Bahl & Gaynor
Ohio
$2.43M -$22.9K -250 -0.9%
Mariner
497
Mariner
Kansas
$2.42M +$530K +5,797 +28%
V
498
Veritable
Delaware
$2.42M -$1.4M -15,348 -37%
SF
499
Synovus Financial
Georgia
$2.4M -$15K -164 -0.6%
SIM
500
Sentry Investment Management
Wisconsin
$2.39M -$125K -1,369 -5%
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