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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 %
CA
626
Cetera Advisors
Colorado
$1.62M +$76.9K +710 +5%
AAM
627
Advisors Asset Management
Colorado
$1.62M -$134K -1,233 -8%
BMC
628
Benin Management Corp
Connecticut
$1.61M -$418K -3,850 -21%
WOC
629
West Oak Capital
California
$1.6M -$8.15K -75 -0.5%
WC
630
Whitnell & Co
Illinois
$1.59M – – –
MIM
631
Midwest Investment Management
Ohio
$1.58M -$1.13M -10,360 -42%
SAM
632
Selway Asset Management
$1.58M -$67.9K -625 -4%
FA
633
FDx Advisors
Illinois
$1.57M +$1.57M +14,479 New
LI
634
LMCG Investments
Massachusetts
$1.57M +$112K +1,035 +8%
AIP
635
Ameritas Investment Partners
Nebraska
$1.56M +$193K +1,779 +14%
AT
636
Arden Trust
Delaware
$1.56M -$656K -6,038 -30%
FTC
637
Farmers Trust Company
Ohio
$1.54M -$2.72K -25 -0.2%
Fuller & Thaler Asset Management
638
Fuller & Thaler Asset Management
California
$1.53M +$1.53M +14,100 New
CHC
639
City Holding Co
West Virginia
$1.53M -$41.8K -415 -3%
EOJOAM
640
E. Ohman J:or Asset Management
Sweden
$1.52M – – –
CCT
641
Chemung Canal Trust
New York
$1.52M -$21.7K -200 -1%
JPMIA
642
J.P. Marvel Investment Advisors
Massachusetts
$1.49M – – –
MYAM
643
Meiji Yasuda Asset Management
Japan
$1.48M +$495K +4,550 +50%
ECM
644
ETrade Capital Management
Virginia
$1.48M +$48.8K +449 +3%
UAS
645
United Asset Strategies
New York
$1.48M -$1.39M -12,798 -48%
GMIM
646
General Motors Investment Management
New York
$1.47M +$265K +2,434 +22%
PH
647
Pinnacle Holdings
Oklahoma
$1.46M -$32.4K -298 -2%
CCM
648
Coe Capital Management
Illinois
$1.46M -$72.3K -665 -5%
11A
649
10-15 Associates
New York
$1.45M +$217 +2 +0%
MIU
650
Man Investments (UK)
United Kingdom
$1.45M -$785K -7,224 -35%
24 25
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