CAT icon

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 %
ECM
626
EagleClaw Capital Management
Massachusetts
$1.07M -$8.49K -100 -0.8%
TRIM
627
Thompson Rubinstein Investment Management
Oregon
$1.07M -$46.2K -545 -4%
BOC
628
Barbara Oil Co
Illinois
$1.06M – – –
DIA
629
Denver Investment Advisors
Colorado
$1.06M -$106K -1,250 -9%
GIA
630
Guyasuta Investment Advisors
Pennsylvania
$1.06M -$5.09K -60 -0.5%
LAM
631
Lingohr Asset Management
Germany
$1.06M +$1.06M +12,400 New
AIP
632
Ameritas Investment Partners
Nebraska
$1.06M – – –
HVIA
633
Hudson Valley Investment Advisors
New York
$1.05M -$90.8K -1,070 -8%
ACP
634
Ashfield Capital Partners
California
$1.05M – – –
MMM
635
Mendel Money Management
Illinois
$1.04M -$546K -6,430 -34%
ST
636
Spinnaker Trust
Maine
$1.04M -$3.14K -37 -0.3%
CT
637
Chicago Trust
Illinois
$1.04M +$83K +978 +9%
VRS
638
Virginia Retirement Systems
Virginia
$1.02M +$2.12K +25 +0.2%
CRIG
639
Charter Research & Investment Group
Connecticut
$1.02M -$17.8K -210 -2%
AHC
640
Adell Harriman & Carpenter
Texas
$1M +$117K +1,380 +13%
CWP
641
Capital Wealth Planning
Florida
$999K +$84.9K +1,000 +9%
WOC
642
West Oak Capital
California
$994K -$279K -3,294 -22%
SWP
643
Stratos Wealth Partners
Ohio
$989K +$415K +4,890 +72%
CP
644
Camelot Portfolios
Ohio
$978K +$91.9K +1,084 +10%
AP
645
Appleton Partners
Massachusetts
$960K -$289K -3,406 -23%
AL
646
Airain Ltd
Guernsey
$957K -$9.25M -109,103 -91%
HIC
647
Holderness Investments Company
North Carolina
$948K +$37.8K +445 +4%
MMPW
648
Mitchell McLeod Pugh & Williams
Alabama
$945K – – –
HK
649
Horizon Kinetics
New York
$942K -$54.3K -640 -5%
BAC
650
Boys Arnold & Co
North Carolina
$938K +$19.1K +225 +2%
24 25
26
27 28