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

Top Sellers

1
State Street
State Street
Massachusetts
$4.79B
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.9M
5
BIT
BlackRock Institutional Trust
California
$1.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
501
YHB Investment Advisors
Connecticut
$1.77M +$50K +590 +3%
ICOM
502
Investment Counselors of Maryland
Maryland
$1.77M -$33.9K -400 -2%
CAM
503
Cubic Asset Management
Massachusetts
$1.76M +$424 +5 +0%
CICI
504
Capital Investment Counsel Inc
North Carolina
$1.76M -$189K -2,225 -10%
AB
505
Amalgamated Bank
New York
$1.76M +$45K +531 +3%
MCM
506
McMillion Capital Management
North Carolina
$1.75M -$103K -1,219 -6%
WBC
507
Westpac Banking Corp
Australia
$1.75M -$2.57M -30,355 -60%
TWA
508
TCI Wealth Advisors
Arizona
$1.74M +$2.89K +34 +0.2%
BA
509
Boston Advisors
Massachusetts
$1.73M -$1.7M -20,101 -50%
CCS
510
Crosspoint Capital Strategies
California
$1.73M +$840K +9,900 +95%
CIA
511
Capital Investment Advisors
Georgia
$1.71M -$12.6K -148 -0.7%
PWM
512
Perigon Wealth Management
California
$1.71M -$3.39K -40 -0.2%
KCMRT
513
Kemper Corp Master Retirement Trust
Illinois
$1.71M – – –
BOH
514
Bank of Hawaii
Hawaii
$1.71M – – –
RC
515
RBO & Co
California
$1.7M – – –
Toronto Dominion Bank
516
Toronto Dominion Bank
Ontario, Canada
$1.69M -$149K -1,758 -8%
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.67M +$17.2K +203 +1%
LI
518
LMCG Investments
Massachusetts
$1.67M +$1.67M +19,645 New
PAI
519
Pittenger & Anderson Inc
Nebraska
$1.67M -$247K -2,915 -13%
BCM
520
Brookstone Capital Management
Illinois
$1.66M +$97.5K +1,150 +6%
HFM
521
Hartford Financial Management
Connecticut
$1.64M -$124K -1,466 -7%
DAS
522
Dynamic Advisor Solutions
Arizona
$1.64M +$1.64M +19,343 New
PIM
523
Penobscot Investment Management
Massachusetts
$1.64M -$17K -200 -1%
WAM
524
Weatherly Asset Management
California
$1.63M +$14.2K +167 +0.9%
UR
525
USCA RIA
Texas
$1.63M +$215K +2,532 +15%
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