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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 %
NA
551
Navellier & Associates
Nevada
$1.51M +$170K +2,000 +13%
NPC
552
National Planning Corporation
California
$1.51M -$67.7K -867 -4%
SFT
553
Simmons First Trust
Arkansas
$1.49M +$1.24M +14,569 +478%
TC
554
Trust Company
Kansas
$1.47M -$416K -4,908 -22%
BG
555
Bahl & Gaynor
Ohio
$1.44M -$115K -1,350 -7%
PWP
556
Private Wealth Partners
California
$1.43M – – –
NIC
557
Northwest Investment Counselors
Oregon
$1.43M +$127K +1,493 +10%
BKBG
558
BHF Kleinwort Benson Group
Belgium
$1.42M -$14.2K -168 -1%
BVDMP
559
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.41M – – –
HPC
560
HM Payson & Co
Maine
$1.4M -$511K -6,030 -27%
WSFS
561
Wilmington Savings Fund Society
Delaware
$1.4M -$34.8K -410 -2%
SCM
562
Schnieders Capital Management
California
$1.4M -$127K -1,500 -8%
RJT
563
Raymond James Trust
Florida
$1.4M -$3.82K -45 -0.3%
ATC
564
Adirondack Trust Company
New York
$1.39M +$21.2K +250 +2%
FNBT
565
FineMark National Bank & Trust
Florida
$1.39M -$79.3K -935 -5%
ZB
566
Zions Bancorporation
Utah
$1.38M -$220K -2,588 -14%
SHA
567
Smith Hayes Advisers
Nebraska
$1.38M +$19.6K +231 +1%
HC
568
Highmount Capital
New York
$1.37M +$165K +1,940 +14%
TCOTO
569
Trust Company of the Ozarks
Missouri
$1.36M -$26.3K -310 -2%
SP
570
Sarasin & Partners
United Kingdom
$1.36M – – –
WA
571
WBH Advisory
Maryland
$1.35M -$63K -743 -4%
QI
572
QS Investors
New York
$1.35M -$33.9K -400 -2%
AL
573
Agran Libbie
California
$1.35M +$4.24K +50 +0.3%
WC
574
Whitnell & Co
Illinois
$1.34M +$302K +3,559 +29%
VWM
575
Valley Wealth Managers
New Jersey
$1.33M -$137K -1,615 -9%
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