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Caterpillar
CAT

Overview Fund Activity

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$494M
2
Invesco
Invesco
Georgia
+$293M
3
Fidelity International
Fidelity International
Bermuda
+$186M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
5
O
OppenheimerFunds
New York
+$155M

Top Sellers

1
State Street
State Street
Massachusetts
-$498M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144M
3
MNA
Manning & Napier Advisors
New York
-$105M
4
Franklin Resources
Franklin Resources
California
-$100M
5
Capital World Investors
Capital World Investors
California
-$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.19M -$54.2K -545 -2%
ICOA
527
Investment Centers of America
North Dakota
$2.17M +$487K +5,822 +29%
FA
528
FMA Advisory
Pennsylvania
$2.16M +$22.1K +222 +1%
CAM
529
CG Asset Management
New York
$2.16M +$800K +8,050 +59%
NG
530
NatWest Group
United Kingdom
$2.16M -$5.52M -55,583 -72%
MERSOM
531
Municipal Employees' Retirement System of Michigan
Michigan
$2.16M -$9.94K -100 -0.5%
Bessemer Group
532
Bessemer Group
New Jersey
$2.14M -$790K -7,945 -27%
Truist Financial
533
Truist Financial
North Carolina
$2.14M -$458K -4,607 -18%
NCM
534
Narwhal Capital Management
Georgia
$2.14M +$263K +2,650 +14%
HPC
535
HM Payson & Co
Maine
$2.11M -$2.02M -20,301 -49%
CAM
536
Cubic Asset Management
Massachusetts
$2.09M -$54.6K -550 -3%
TWA
537
TCI Wealth Advisors
Arizona
$2.09M -$2.48K -25 -0.1%
CIC
538
Carnegie Investment Counsel
Ohio
$2.07M -$52.8K -531 -2%
CIP
539
Chartwell Investment Partners
Pennsylvania
$2.05M +$25.8K +260 +1%
IFB
540
iAB Financial Bank
Indiana
$2.05M -$41.2K -415 -2%
MIU
541
Man Investments (UK)
United Kingdom
$2.04M -$627K -6,312 -24%
Mirae Asset Global Investments
542
Mirae Asset Global Investments
South Korea
$2.03M -$129K -1,303 -6%
WB
543
WesBanco Bank
West Virginia
$2.03M -$62.2K -626 -3%
MM
544
Meridian Management
Arkansas
$2.03M – – –
AT
545
Arden Trust
Delaware
$2.02M -$83.4K -839 -4%
NPC
546
National Planning Corporation
California
$2.01M -$218K -2,126 -10%
KCMRT
547
Kemper Corp Master Retirement Trust
Illinois
$2.01M – – –
CCM
548
Crossvault Capital Management
Texas
$2.01M +$4.97K +50 +0.2%
ACM
549
Azimuth Capital Management
Michigan
$2M -$32K -322 -2%
PWP
550
Private Wealth Partners
California
$1.99M -$81.5K -820 -4%
20 21
22
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