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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 %
CCM
576
Coe Capital Management
Illinois
$1.32M +$255K +3,000 +24%
PAM
577
Palisade Asset Management
Minnesota
$1.32M +$56K +660 +4%
EB
578
Eastern Bank
Massachusetts
$1.31M -$1.63M -19,181 -55%
SIMM
579
Stillwater Investment Management (Minnesota)
Minnesota
$1.3M +$8.91K +105 +0.7%
PH
580
Pinnacle Holdings
Oklahoma
$1.29M -$27.2K -321 -2%
SNT
581
Security National Trust
West Virginia
$1.29M +$49.2K +580 +4%
TU
582
TDAM USA
Ontario, Canada
$1.28M -$238K -2,810 -16%
CC
583
ClearArc Capital
Ohio
$1.27M +$152K +1,794 +14%
1SB
584
1ST Source Bank
Indiana
$1.26M -$26.1K -308 -2%
EWM
585
Evercore Wealth Management
New York
$1.26M -$105K -1,245 -8%
FA
586
FDx Advisors
Illinois
$1.25M +$663K +6,886 +113%
FIM
587
Fernwood Investment Management
Massachusetts
$1.25M – – –
11A
588
10-15 Associates
New York
$1.24M -$9.83K -116 -0.8%
OWD
589
Osborn Williams & Donohoe
Ohio
$1.24M -$92.4K -1,215 -7%
AIS
590
American Investment Services
Massachusetts
$1.24M +$1.24M +14,603 New
MA
591
Marshwinds Advisory
Georgia
$1.24M – – –
ANBTV
592
American National Bank & Trust (Virginia)
Virginia
$1.22M +$32.9K +388 +3%
TSWM
593
Triangle Securities Wealth Management
North Carolina
$1.22M -$10.6K -125 -0.9%
HT
594
HAP Trading
New York
$1.21M -$2.94M -34,700 -71%
Jennison Associates
595
Jennison Associates
New York
$1.21M +$1.21M +14,228 New
SI
596
SII Investments
Wisconsin
$1.21M +$49.4K +585 +4%
Bessemer Group
597
Bessemer Group
New Jersey
$1.21M -$507K -5,985 -30%
BCP
598
Blue Chip Partners
Michigan
$1.2M +$335K +3,951 +39%
BFEC
599
Benjamin F. Edwards & Company
Missouri
$1.18M -$63.2K -745 -5%
FCBT
600
First Citizens Bank & Trust
North Carolina
$1.18M +$124K +1,468 +12%
22 23
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