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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 %
MC
501
Mathes Company
New York
$2.38M -$35.7K -390 -1%
CC
502
CQS Cayman
Cayman Islands
$2.38M +$2.38M +26,000 New
DL
503
Delta Lloyd
Netherlands
$2.37M +$176K +1,925 +8%
SAMNY
504
Samsung Asset Management (New York)
New York
$2.35M -$5.24M -57,220 -69%
LIM
505
Leavell Investment Management
Alabama
$2.35M -$7.6K -83 -0.3%
MCM
506
McMillion Capital Management
North Carolina
$2.33M -$4.3K -47 -0.2%
BC
507
Burney Company
Virginia
$2.33M +$93.1K +1,017 +4%
MYLI
508
Meiji Yasuda Life Insurance
Japan
$2.32M -$128K -1,400 -5%
IMOV
509
Investment Management of Virginia
Virginia
$2.31M +$26.5K +290 +1%
APFBOT
510
Amica Pension Fund Board of Trustees
Rhode Island
$2.31M – – –
BOH
511
Bank of Hawaii
Hawaii
$2.3M -$54.9K -600 -2%
AF
512
Arrow Financial
New York
$2.29M -$110K -1,205 -5%
WPP
513
Whalerock Point Partners
Rhode Island
$2.28M -$178K -1,950 -7%
AIM
514
abrdn Investment Management
United Kingdom
$2.27M -$129K -1,409 -5%
Luther King Capital Management (LKCM)
515
Luther King Capital Management (LKCM)
Texas
$2.27M – – –
AAM
516
Advisors Asset Management
Colorado
$2.27M +$931K +10,168 +70%
CAM
517
CG Asset Management
New York
$2.27M -$140K -1,525 -6%
HAI
518
Hennessy Advisors Inc
California
$2.24M – – –
NCM
519
Narwhal Capital Management
Georgia
$2.22M +$243K +2,650 +12%
CAN
520
Cetera Advisor Networks
California
$2.2M +$86K +943 +4%
B
521
BP
United Kingdom
$2.2M -$2.2M -24,000 -50%
OWD
522
Osborn Williams & Donohoe
Ohio
$2.18M -$44.3K -484 -2%
Squarepoint
523
Squarepoint
New York
$2.16M +$2.16M +23,600 New
ACM
524
Azimuth Capital Management
Michigan
$2.16M +$329K +3,595 +18%
PIM
525
Penobscot Investment Management
Massachusetts
$2.16M -$3.39K -37 -0.2%
19 20
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