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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCMRT
526
Kemper Corp Master Retirement Trust
Illinois
$1.62M – – –
BOH
527
Bank of Hawaii
Hawaii
$1.61M -$395K -4,935 -20%
AB
528
Amalgamated Bank
New York
$1.61M +$398K +4,970 +33%
RC
529
RBO & Co
California
$1.6M – – –
LC
530
Lakeshore Capital
Alabama
$1.59M -$253K -3,167 -14%
FMB
531
Field & Main Bank
Kentucky
$1.58M +$306K +3,825 +24%
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
$1.57M -$218K -2,730 -12%
PIM
533
Penobscot Investment Management
Massachusetts
$1.56M -$324K -4,042 -17%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M -$162K -2,025 -9%
WB
535
WesBanco Bank
West Virginia
$1.55M -$165K -2,065 -10%
SOADOR
536
State of Alaska Department of Revenue
Alaska
$1.53M +$1.53M +19,120 New
WAM
537
Weatherly Asset Management
California
$1.53M +$69.3K +866 +5%
GIM
538
Guardian Investment Management
California
$1.51M – – –
ZB
539
Zions Bancorporation
Utah
$1.51M +$1.51M +18,855 New
DCM
540
Delta Capital Management
New Jersey
$1.51M -$51.2K -640 -3%
NBC
541
Neuberger Berman Canada
Ontario, Canada
$1.51M -$376K -4,697 -20%
MIM
542
Montgomery Investment Management
Maryland
$1.51M -$36K -450 -2%
MMM
543
Mendel Money Management
Illinois
$1.5M -$80.8K -1,010 -5%
PWAP
544
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.48M +$2.32K +29 +0.2%
MYLI
545
Meiji Yasuda Life Insurance
Japan
$1.48M -$546K -6,826 -27%
BCM
546
Brookstone Capital Management
Illinois
$1.47M +$14K +175 +1%
BG
547
Bahl & Gaynor
Ohio
$1.46M -$659K -8,231 -31%
KL
548
KWMG LLC
Kansas
$1.46M +$548K +6,277 +60%
ISL
549
Ingalls & Snyder LLC
New York
$1.45M +$52K +650 +4%
OMCS
550
Old Mutual Customised Solutions
South Africa
$1.45M +$448K +5,600 +45%
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