CAT icon

Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
576
Princeton Capital Management
New Jersey
$1.96M -$61.5K -566 -3%
CIA
577
Capital Investment Advisors
Georgia
$1.95M -$90.5K -833 -4%
ISL
578
Ingalls & Snyder LLC
New York
$1.93M +$3.04K +28 +0.2%
BRWA
579
B. Riley Wealth Advisors
Florida
$1.92M +$1.05M +17,391 +122%
ICOA
580
Investment Centers of America
North Dakota
$1.92M -$906K -8,334 -32%
WAM
581
Weatherly Asset Management
California
$1.9M -$5.43K -50 -0.3%
SNT
582
Security National Trust
West Virginia
$1.89M -$94.2K -867 -5%
AB
583
Amalgamated Bank
New York
$1.88M +$134K +1,231 +8%
WA
584
WFG Advisors
Texas
$1.87M +$137K +1,262 +8%
FMBTD
585
First Midwest Bank Trust Division
Illinois
$1.86M +$1.4M +12,846 +303%
ICAS
586
Investors Capital Advisory Services
Massachusetts
$1.85M -$7.93K -73 -0.4%
AP
587
Appleton Partners
Massachusetts
$1.85M -$41.2K -379 -2%
MAM
588
Martingale Asset Management
Massachusetts
$1.84M +$1.84M +16,915 New
NFG
589
Next Financial Group
Texas
$1.84M +$1.84M +17,798 New
Daiwa Securities Group
590
Daiwa Securities Group
Japan
$1.84M -$43.5K -400 -2%
AL
591
Agran Libbie
California
$1.82M -$12K -110 -0.7%
AHC
592
Adell Harriman & Carpenter
Texas
$1.81M +$106K +980 +6%
FNBT
593
FineMark National Bank & Trust
Florida
$1.81M -$8.48K -78 -0.5%
ONB
594
Old National Bancorp
Indiana
$1.81M +$380K +3,495 +27%
NBC
595
Neuberger Berman Canada
Ontario, Canada
$1.8M -$65.2K -600 -3%
TWI
596
Thomas White International
Illinois
$1.8M +$2.93K +27 +0.2%
PWP
597
Private Wealth Partners
California
$1.8M -$381K -3,510 -18%
CA
598
CapWealth Advisors
Tennessee
$1.8M +$434K +3,990 +32%
EFS
599
Essex Financial Services
Connecticut
$1.79M -$46K -423 -3%
DVM
600
Dreman Value Management
Florida
$1.78M -$944K -8,690 -35%
22 23
24
25 26