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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
1
Capital World Investors
California
$2.16B
2
Harris Associates
2
Harris Associates
Illinois
$975M
3
CS
3
Credit Suisse
Switzerland
$257M
4
Citigroup
4
Citigroup
New York
$71.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$992M

Top Sellers

1
State Street
1
State Street
Massachusetts
$4.79B
2
Goldman Sachs
2
Goldman Sachs
New York
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$46.9M
5
BIT
5
BlackRock Institutional Trust
California
$1.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
651
Duff & Phelps Investment Management
Illinois
$934K – – –
EOJOAM
652
E. Ohman J:or Asset Management
Sweden
$933K -$136K -1,600 -13%
Koshinski Asset Management
653
Koshinski Asset Management
Illinois
$929K -$4.84K -57 -0.5%
PAM
654
PartnerRe Asset Management
Connecticut
$924K -$165K -1,945 -15%
ACS
655
Archford Capital Strategies
Illinois
$924K +$47.4K +559 +5%
IPC
656
Independent Portfolio Consultants
Florida
$924K +$204K +2,407 +28%
Bank of Nova Scotia
657
Bank of Nova Scotia
Ontario, Canada
$919K +$42.3K +499 +5%
WJA
658
Williams Jones & Associates
New York
$913K +$7.63K +90 +0.8%
WT
659
Washington Trust
Rhode Island
$906K -$84.6K -998 -9%
CWM
660
Concert Wealth Management
California
$902K -$35.7K -424 -4%
SCA
661
Stonebridge Capital Advisors
Minnesota
$901K +$901K +10,619 New
KCPG
662
Kavar Capital Partners Group
Kansas
$890K -$22.8K -269 -2%
FIM
663
Fruth Investment Management
Texas
$887K -$72.1K -850 -8%
MBTD
664
Mechanics Bank - Trust Department
California
$885K – – –
DCLA
665
Douglas C. Lane & Associates
New York
$882K -$26.3K -310 -3%
DIA
666
Dean Investment Associates
Ohio
$882K +$36.1K +426 +4%
LOAMS
667
Lombard Odier Asset Management (Switzerland)
Switzerland
$874K -$344K -4,055 -28%
WDA
668
Wendell David Associates
New Hampshire
$874K – – –
DSC
669
Duncker Streett & Co
Missouri
$874K +$19.6K +231 +2%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$870K -$80.6K -950 -8%
FPCG
671
Fort Pitt Capital Group
Pennsylvania
$865K -$29.7K -350 -3%
TWI
672
Thomas White International
Illinois
$864K -$24.9K -293 -3%
GL
673
GLG LLC
New York
$863K -$4.72M -55,712 -85%
CONA
674
Capital One National Association
New York
$861K -$4.92M -58,083 -85%
ACM
675
Argentus Capital Management
Texas
$861K -$161K -1,893 -16%
25 26
27
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