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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 %
JPMIA
651
J.P. Marvel Investment Advisors
Massachusetts
$1.23M – – –
DIA
652
Denver Investment Advisors
Colorado
$1.22M +$602K +6,575 +97%
GS
653
GAM Systematic
United Kingdom
$1.22M +$1.22M +13,339 New
TRIM
654
Thompson Rubinstein Investment Management
Oregon
$1.2M -$3.2K -35 -0.3%
IHL
655
Investment House LLC
California
$1.2M -$92 -1 -0%
ECM
656
EagleClaw Capital Management
Massachusetts
$1.19M +$13.7K +150 +1%
NPC
657
National Planning Corporation
California
$1.18M +$90.1K +1,026 +8%
PAM
658
PartnerRe Asset Management
Connecticut
$1.18M +$128K +1,401 +12%
SAM
659
Sawgrass Asset Management
Florida
$1.18M – – –
BMC
660
Benin Management Corp
Connecticut
$1.18M -$137K -1,500 -10%
RG
661
Renaissance Group
Kentucky
$1.17M – – –
JIC
662
Johnson Investment Counsel
Ohio
$1.17M +$32.6K +356 +3%
EOJOAM
663
E. Ohman J:or Asset Management
Sweden
$1.17M – – –
FA
664
FDx Advisors
Illinois
$1.16M -$269K -2,937 -19%
JAFL
665
Jay A. Fishman Ltd
Michigan
$1.15M -$45.8K -500 -4%
ClearBridge Investments
666
ClearBridge Investments
New York
$1.15M -$332K -3,624 -22%
BOC
667
Barbara Oil Co
Illinois
$1.14M – – –
OMCS
668
Old Mutual Customised Solutions
South Africa
$1.14M +$101K +1,100 +10%
ACP
669
Ashfield Capital Partners
California
$1.14M -$9.15K -100 -0.8%
AGM
670
Alpine Global Management
New York
$1.13M +$1.13M +12,376 New
CRIG
671
Charter Research & Investment Group
Connecticut
$1.13M +$1.13M +12,370 New
ST
672
Spinnaker Trust
Maine
$1.13M – – –
CI
673
Constellation Investments
Ohio
$1.13M +$9.15K +100 +0.8%
GMIM
674
General Motors Investment Management
New York
$1.12M +$160K +1,753 +17%
RAM
675
Redmond Asset Management
Virginia
$1.12M -$10.3K -112 -0.9%
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