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 %
HHC
601
Hutchin Hill Capital
New York
$1.77M -$304K -2,800 -15%
ATC
602
Adirondack Trust Company
New York
$1.77M -$2.17K -20 -0.1%
LIA
603
LS Investment Advisors
Michigan
$1.75M -$180K -1,658 -9%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$1.74M -$62.4K -574 -3%
TWM
605
Torch Wealth Management
Ohio
$1.73M +$109 +1 +0%
PTC
606
Private Trust Company
Ohio
$1.73M +$59.1K +544 +4%
BWM
607
Braver Wealth Management
Massachusetts
$1.73M -$19.1K -176 -1%
TCM
608
Texan Capital Management
Texas
$1.72M -$21.7K -200 -1%
BCM
609
Bluefin Capital Management
New York
$1.7M +$241K +2,254 +16%
JWBC
610
J.W. Burns & Co
New York
$1.7M -$21.3K -196 -1%
FMB
611
Field & Main Bank
Kentucky
$1.7M -$120K -1,100 -7%
RJT
612
Raymond James Trust
Florida
$1.7M +$24.2K +223 +1%
MIM
613
Montgomery Investment Management
Maryland
$1.69M -$51.1K -470 -3%
1SB
614
1ST Source Bank
Indiana
$1.69M +$3.26K +30 +0.2%
FIM
615
Fernwood Investment Management
Massachusetts
$1.68M -$32.6K -300 -2%
TCOTO
616
Trust Company of the Ozarks
Missouri
$1.68M -$82K -755 -5%
BA
617
Bridgewater Advisors
New York
$1.68M -$25.4K -234 -1%
SIMM
618
Stillwater Investment Management (Minnesota)
Minnesota
$1.67M +$1.63K +15 +0.1%
FCB
619
First Citizens Bancorporation
South Carolina
$1.66M -$34.2K -315 -2%
NAM
620
North American Management
Massachusetts
$1.66M -$103K -950 -6%
TSWM
621
Triangle Securities Wealth Management
North Carolina
$1.66M -$779K -7,169 -32%
RC
622
RegentAtlantic Capital
New Jersey
$1.65M -$4.56K -42 -0.3%
UR
623
USCA RIA
Texas
$1.64M -$910K -8,371 -36%
SIG
624
Schooner Investment Group
Pennsylvania
$1.64M – – –
MWR
625
McAdams Wright Ragen
Washington
$1.64M -$102K -937 -6%
23 24
25
26 27