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Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
626
Evercore Wealth Management
New York
$1.4M +$162K +1,773 +13%
AB
627
Amalgamated Bank
New York
$1.39M -$228K -2,496 -14%
CCT
628
Chemung Canal Trust
New York
$1.37M +$3.75K +41 +0.3%
CHC
629
City Holding Co
West Virginia
$1.37M -$3.75K -41 -0.3%
TCM
630
Texan Capital Management
Texas
$1.35M -$88.8K -970 -6%
SHA
631
Smith Hayes Advisers
Nebraska
$1.35M +$282K +3,078 +26%
CCM
632
Coe Capital Management
Illinois
$1.34M +$110K +1,205 +9%
SNT
633
Security National Trust
West Virginia
$1.34M +$178K +1,941 +15%
RC
634
RegentAtlantic Capital
New Jersey
$1.33M -$5.03K -55 -0.4%
WC
635
Whitnell & Co
Illinois
$1.32M -$22.7K -248 -2%
GA
636
GFS Advisors
Texas
$1.32M – – –
11A
637
10-15 Associates
New York
$1.32M +$61.7K +674 +5%
WOC
638
West Oak Capital
California
$1.31M -$20.1K -220 -2%
PNC
639
Park National Corp
Ohio
$1.3M +$570K +6,222 +78%
MIM
640
Midwest Investment Management
Ohio
$1.29M -$9.15K -100 -0.7%
TWM
641
Torch Wealth Management
Ohio
$1.29M -$128K -1,398 -9%
CA
642
Cambridge Advisors
Nebraska
$1.29M +$1.29M +14,055 New
ICAS
643
Investors Capital Advisory Services
Massachusetts
$1.28M -$84.3K -921 -6%
BAS
644
Brown Advisory Securities
Maryland
$1.27M +$75.3K +823 +6%
HT
645
HighTower Trust
Texas
$1.27M +$1.27M +13,840 New
ACM
646
Argentus Capital Management
Texas
$1.26M -$170K -1,862 -12%
HC
647
Highmount Capital
New York
$1.25M +$90.1K +985 +8%
Belvedere Trading
648
Belvedere Trading
Illinois
$1.25M +$1.25M +13,645 New
NIC
649
Northwest Investment Counselors
Oregon
$1.25M +$1.25M +13,636 New
AIP
650
Ameritas Investment Partners
Nebraska
$1.25M -$8.6K -94 -0.7%
24 25
26
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