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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.

New
Increased
Maintained
Reduced
Closed
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
Capital World Investors
California
+$754M
2
Harris Associates
Harris Associates
Illinois
+$291M
3
CS
Credit Suisse
Switzerland
+$98.5M
4
Citigroup
Citigroup
New York
+$47.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$45M

Top Sellers

1
State Street
State Street
Massachusetts
-$195M
2
Goldman Sachs
Goldman Sachs
New York
-$127M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$97M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$95.8M
5
BIT
BlackRock Institutional Trust
California
-$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMOV
476
Investment Management of Virginia
Virginia
$2.04M -$129K -1,519 -6%
SFA
477
Staton Financial Advisors
North Carolina
$2.03M +$71.7K +845 +4%
TMAM
478
Tokio Marine Asset Management
Japan
$1.99M +$242K +2,856 +14%
CIP
479
Capital Insight Partners
Arizona
$1.99M +$1.99M +23,465 New
BOCM
480
Bontempo Ohly Capital Management
Maryland
$1.98M +$4.24K +50 +0.2%
IFB
481
iAB Financial Bank
Indiana
$1.96M -$4.24K -50 -0.2%
V
482
Veritable
Delaware
$1.96M -$257K -3,030 -12%
SPC
483
Sigma Planning Corp
Michigan
$1.95M -$83.4K -983 -4%
CNBT
484
Canandaigua National Bank & Trust
New York
$1.95M +$2.8K +33 +0.1%
CAM
485
CG Asset Management
New York
$1.94M +$974K +11,485 +101%
NIM
486
Northeast Investment Management
Massachusetts
$1.91M -$45.8K -540 -2%
NMIMC
487
Northwestern Mutual Investment Management Company
Wisconsin
$1.9M +$28K +330 +1%
CI
488
Conning Inc
Connecticut
$1.89M +$79.4K +936 +4%
LBC
489
Lowe Brockenbrough & Co
Virginia
$1.88M -$1.7K -20 -0.1%
ANTB
490
AMG National Trust Bank
Colorado
$1.87M +$1.87M +22,074 New
EWM
491
Endurance Wealth Management
Rhode Island
$1.86M -$183K -2,156 -9%
CNB
492
City National Bank
California
$1.85M +$75.6K +892 +4%
WPP
493
Whalerock Point Partners
Rhode Island
$1.84M – – –
CI
494
Capital International
California
$1.83M -$3.17M -37,350 -63%
CC
495
Cipher Capital
New York
$1.83M +$1.83M +21,592 New
FMWA
496
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$188K -2,214 -9%
MM
497
Meridian Management
Arkansas
$1.8M – – –
BCM
498
Boltwood Capital Management
California
$1.79M +$6.36K +75 +0.4%
AF
499
Arrow Financial
New York
$1.78M -$173K -2,045 -9%
CIP
500
Convergence Investment Partners
Florida
$1.78M +$54K +637 +3%
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