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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 %
Jane Street
551
Jane Street
New York
$1.94M +$1.67M +18,283 +635%
MM
552
Meridian Management
Arkansas
$1.93M +$26.5K +290 +1%
FMBTD
553
First Midwest Bank Trust Division
Illinois
$1.92M +$390K +4,261 +25%
WTB
554
Washington Trust Bank
Washington
$1.92M +$217K +2,366 +13%
BAM
555
Barrett Asset Management
New York
$1.92M +$105K +1,150 +6%
Twin Tree Management
556
Twin Tree Management
Texas
$1.92M +$1.92M +20,970 New
CAM
557
Cubic Asset Management
Massachusetts
$1.91M – – –
Mirae Asset Global Investments
558
Mirae Asset Global Investments
South Korea
$1.88M +$389K +4,251 +26%
BWM
559
Braver Wealth Management
Massachusetts
$1.88M +$427K +4,669 +29%
TWA
560
TCI Wealth Advisors
Arizona
$1.87M -$7.69K -84 -0.4%
KCMRT
561
Kemper Corp Master Retirement Trust
Illinois
$1.85M – – –
SIG
562
Schooner Investment Group
Pennsylvania
$1.84M -$1.38M -15,000 -43%
RC
563
RBO & Co
California
$1.83M – – –
HFM
564
Hartford Financial Management
Connecticut
$1.83M +$14.2K +155 +0.8%
GCA
565
Guardian Capital Advisors
Ontario, Canada
$1.82M -$572K -5,575 -24%
ICOA
566
Investment Centers of America
North Dakota
$1.81M -$430K -4,696 -19%
MMM
567
Mendel Money Management
Illinois
$1.81M -$22.9K -250 -1%
FA
568
FMA Advisory
Pennsylvania
$1.8M -$53.5K -585 -3%
ECM
569
Estabrook Capital Management
New York
$1.79M -$74.1K -810 -4%
CIA
570
Capital Investment Advisors
Georgia
$1.78M +$91.5K +1,000 +5%
DCM
571
Delta Capital Management
New Jersey
$1.78M -$20.1K -220 -1%
MIM
572
Montgomery Investment Management
Maryland
$1.76M +$245K +2,680 +16%
CAM
573
Cypress Asset Management
Texas
$1.76M +$11.4K +125 +0.7%
HA
574
Hamel Associates
New Jersey
$1.76M +$13.7K +150 +0.8%
Truist Financial
575
Truist Financial
North Carolina
$1.76M +$25.7K +281 +1%
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