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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.39M -$1.09K -10 -0%
HPC
527
HM Payson & Co
Maine
$2.37M +$65.2K +600 +3%
GCA
528
Greenwood Capital Associates
South Carolina
$2.36M +$2.36M +21,715 New
MERSOM
529
Municipal Employees' Retirement System of Michigan
Michigan
$2.36M – – –
NCM
530
Narwhal Capital Management
Georgia
$2.35M +$10.9K +100 +0.5%
SI
531
Stephens Inc
Arkansas
$2.32M +$282K +2,593 +14%
LP
532
LMR Partners
United Kingdom
$2.31M +$2.31M +21,296 New
KIA
533
KCM Investment Advisors
California
$2.3M +$276K +2,540 +14%
ECM
534
Estabrook Capital Management
New York
$2.29M -$1.2M -11,070 -34%
CAM
535
Cubic Asset Management
Massachusetts
$2.28M -$6.52K -60 -0.3%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$2.28M -$313K -2,883 -12%
FA
537
FMA Advisory
Pennsylvania
$2.28M -$84.2K -775 -4%
TWA
538
TCI Wealth Advisors
Arizona
$2.28M -$870 -8 -0%
CICI
539
Capital Investment Counsel Inc
North Carolina
$2.24M -$511K -4,702 -19%
ACM
540
Azimuth Capital Management
Michigan
$2.24M +$46.2K +425 +2%
PCMI
541
Princeton Capital Management Inc
New Jersey
$2.23M +$138K +1,272 +7%
CIC
542
Carnegie Investment Counsel
Ohio
$2.23M -$34.8K -320 -2%
MM
543
Meridian Management
Arkansas
$2.22M – – –
Truist Financial
544
Truist Financial
North Carolina
$2.2M -$137K -1,258 -6%
KCMRT
545
Kemper Corp Master Retirement Trust
Illinois
$2.2M – – –
SCA
546
Stonebridge Capital Advisors
Minnesota
$2.19M +$104K +959 +5%
RC
547
RBO & Co
California
$2.17M -$755K -6,946 -26%
WAS
548
Winch Advisory Services
Wisconsin
$2.17M +$1.67M +15,381 +339%
HFM
549
Hartford Financial Management
Connecticut
$2.15M -$19.4K -179 -0.9%
CCM
550
Crossvault Capital Management
Texas
$2.15M -$40.8K -375 -2%
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