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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 %
RAM
601
Redmond Asset Management
Virginia
$1.18M +$4.75K +56 +0.4%
HT
602
HighTower Trust
Texas
$1.17M – – –
1IA
603
1834 Investment Advisors
Wisconsin
$1.16M +$38.2K +450 +3%
ICAS
604
Investors Capital Advisory Services
Massachusetts
$1.16M +$9.32K +110 +0.8%
BAS
605
Brown Advisory Securities
Maryland
$1.16M -$11.1K -132 -1%
FTC
606
Farmers Trust Company
Ohio
$1.15M – – –
CA
607
Cambridge Advisors
Nebraska
$1.14M -$6.36K -75 -0.6%
BRWA
608
B. Riley Wealth Advisors
Florida
$1.14M -$323K -3,801 -22%
RG
609
Renaissance Group
Kentucky
$1.14M +$50.9K +600 +5%
MSU
610
Mizuho Securities USA
New York
$1.13M -$6.28M -74,082 -85%
JIC
611
Johnson Investment Counsel
Ohio
$1.13M +$30.2K +356 +3%
VAM
612
Visium Asset Management
New York
$1.13M +$1.13M +13,338 New
Mariner
613
Mariner
Kansas
$1.13M +$148K +1,739 +15%
CB
614
Community Bank
New York
$1.13M +$154K +1,810 +16%
NG
615
NatWest Group
United Kingdom
$1.11M -$67.2K -791 -6%
BB
616
Busey Bank
Illinois
$1.11M -$17.4K -205 -2%
IHL
617
Investment House LLC
California
$1.11M – – –
JPMIA
618
J.P. Marvel Investment Advisors
Massachusetts
$1.11M -$5.94K -70 -0.5%
EFS
619
Essex Financial Services
Connecticut
$1.1M -$98.4K -1,160 -8%
CI
620
Constellation Investments
Ohio
$1.1M +$17K +200 +2%
ST
621
Semper Trust
Pennsylvania
$1.09M -$360K -4,250 -25%
SC
622
Saybrook Capital
North Carolina
$1.09M – – –
JG
623
Jefferies Group
New York
$1.08M +$1.07M +12,612 +8,408%
BMC
624
Benin Management Corp
Connecticut
$1.08M -$8.48K -100 -0.8%
MHIM
625
MacNealy Hoover Investment Management
Ohio
$1.07M +$48.8K +575 +5%
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25
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