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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 %
NBC
526
Neuberger Berman Canada
Ontario, Canada
$2.15M -$167K -1,825 -7%
CIS
527
Connors Investor Services
Pennsylvania
$2.15M +$106K +1,160 +5%
LCM
528
Logan Capital Management
Pennsylvania
$2.15M -$291K -3,183 -12%
SC
529
Saybrook Capital
North Carolina
$2.15M – – –
HPC
530
HM Payson & Co
Maine
$2.14M -$105K -1,147 -5%
LC
531
Lakeshore Capital
Alabama
$2.11M -$402K -4,392 -16%
CD
532
Carl Domino
Florida
$2.1M -$145K -1,580 -6%
CA
533
CapWealth Advisors
Tennessee
$2.09M +$454K +4,965 +28%
VFS
534
VSR Financial Services
Kansas
$2.06M -$10.4K -114 -0.5%
GT
535
Glenview Trust
Kentucky
$2.06M +$2.06M +22,489 New
ICOM
536
Investment Counselors of Maryland
Maryland
$2.06M -$188K -2,050 -8%
SI
537
Stephens Inc
Arkansas
$2.06M +$79.1K +864 +4%
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$2.05M +$25.1K +274 +1%
CNB
539
City National Bank
California
$2.03M -$795K -8,688 -28%
ST
540
Semper Trust
Pennsylvania
$2.01M -$55.8K -610 -3%
Bessemer Group
541
Bessemer Group
New Jersey
$2M +$129K +1,406 +7%
MFS
542
MSI Financial Services
Massachusetts
$2M +$91.8K +1,003 +5%
FMWA
543
Forvis Mazars Wealth Advisors
Missouri
$1.99M +$101K +1,106 +5%
MERSOM
544
Municipal Employees' Retirement System of Michigan
Michigan
$1.98M – – –
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.97M -$93.5K -1,022 -5%
CI
546
Conning Inc
Connecticut
$1.97M -$56.8K -620 -3%
WB
547
WesBanco Bank
West Virginia
$1.96M +$204K +2,230 +12%
UAS
548
United Asset Strategies
New York
$1.95M -$685K -7,488 -26%
KIA
549
KCM Investment Advisors
California
$1.95M +$2.47K +27 +0.1%
OAC
550
OMERS Administration Corp
Ontario, Canada
$1.94M +$1.94M +21,200 New
20 21
22
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