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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 %
SOADOR
526
State of Alaska Department of Revenue
Alaska
$1.62M – – –
MIM
527
Montgomery Investment Management
Maryland
$1.62M +$26K +307 +2%
RC
528
RegentAtlantic Capital
New Jersey
$1.61M +$159K +1,872 +11%
OMCS
529
Old Mutual Customised Solutions
South Africa
$1.6M +$67.9K +800 +4%
LC
530
Lakeshore Capital
Alabama
$1.6M -$87.7K -1,034 -5%
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$1.6M -$65.2K -769 -4%
FMB
532
Field & Main Bank
Kentucky
$1.6M -$78.5K -925 -5%
GIM
533
Guardian Investment Management
California
$1.6M – – –
CD
534
Carl Domino
Florida
$1.6M +$261K +3,083 +20%
CCT
535
Chemung Canal Trust
New York
$1.59M +$438K +5,170 +38%
WB
536
WesBanco Bank
West Virginia
$1.58M -$54.4K -641 -3%
DCM
537
Delta Capital Management
New Jersey
$1.58M -$21.6K -255 -1%
PWAP
538
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.57M – – –
Victory Capital Management
539
Victory Capital Management
Texas
$1.56M +$1.56M +18,468 New
PA
540
Profund Advisors
Maryland
$1.56M -$1.08M -12,703 -41%
HA
541
Hamel Associates
New Jersey
$1.54M -$1.14M -13,425 -43%
GCA
542
Guardian Capital Advisors
Ontario, Canada
$1.54M -$31.7K -370 -2%
CIM
543
CenturyLink Investment Management
Colorado
$1.54M +$1.54M +18,124 New
ISL
544
Ingalls & Snyder LLC
New York
$1.54M -$3.31K -39 -0.2%
MYLI
545
Meiji Yasuda Life Insurance
Japan
$1.53M -$33.9K -400 -2%
MERSOM
546
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M +$10.2K +120 +0.7%
KL
547
KWMG LLC
Kansas
$1.53M +$111K +1,308 +8%
BAM
548
Brave Asset Management
New Jersey
$1.53M +$112K +1,315 +8%
GCP
549
GSA Capital Partners
United Kingdom
$1.52M +$160K +1,889 +12%
CHC
550
City Holding Co
West Virginia
$1.51M -$8.48K -100 -0.6%
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