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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
626
PartnerRe Asset Management
Connecticut
$1.03M -$4K -50 -0.4%
BMC
627
Benin Management Corp
Connecticut
$1.03M – – –
ECM
628
Estabrook Capital Management
New York
$1.03M -$534K -6,670 -34%
SC
629
Saybrook Capital
North Carolina
$1.03M -$852K -10,650 -45%
DCM
630
Dynamic Capital Management
Jersey
$1.02M -$1.77M -22,111 -63%
CI
631
Constellation Investments
Ohio
$1.02M +$40K +500 +4%
RG
632
Renaissance Group
Kentucky
$1.02M – – –
ECM
633
EagleClaw Capital Management
Massachusetts
$1.02M -$23.4K -292 -2%
EOJOAM
634
E. Ohman J:or Asset Management
Sweden
$1.01M – – –
CCM
635
Coe Capital Management
Illinois
$1.01M -$162K -2,025 -14%
GIA
636
Guyasuta Investment Advisors
Pennsylvania
$1M +$108K +1,350 +12%
BOC
637
Barbara Oil Co
Illinois
$1M – – –
AIP
638
Ameritas Investment Partners
Nebraska
$995K -$93.3K -1,166 -9%
FCBT
639
First Citizens Bank & Trust
North Carolina
$994K +$994K +12,424 New
ACP
640
Ashfield Capital Partners
California
$992K – – –
IC
641
InterOcean Capital
Illinois
$988K +$168K +2,100 +20%
ST
642
Spinnaker Trust
Maine
$985K – – –
CIP
643
Cornerstone Investment Partners
Georgia
$982K +$982K +12,272 New
WC
644
Whitnell & Co
Illinois
$979K -$176K -2,198 -15%
CRIG
645
Charter Research & Investment Group
Connecticut
$976K -$14K -175 -1%
SFWA
646
Summit Financial Wealth Advisors
Louisiana
$968K +$113K +1,281 +13%
MHIM
647
MacNealy Hoover Investment Management
Ohio
$965K +$60.1K +751 +7%
ACM
648
Argentus Capital Management
Texas
$964K -$136K -1,703 -12%
PNC
649
Park National Corp
Ohio
$963K -$170K -2,126 -15%
ClearBridge Investments
650
ClearBridge Investments
New York
$963K -$38.3K -479 -4%
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