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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
676
Cornerstone Advisors
North Carolina
$1.3M – – –
DCLA
677
Douglas C. Lane & Associates
New York
$1.3M -$4.24K -39 -0.3%
CI
678
Constellation Investments
Ohio
$1.29M – – –
SHA
679
Smith Hayes Advisers
Nebraska
$1.27M -$5K -46 -0.4%
MHIM
680
MacNealy Hoover Investment Management
Ohio
$1.27M -$21.7K -200 -2%
LC
681
Lilley & Co
Michigan
$1.27M +$28.3K +260 +2%
RAM
682
Redmond Asset Management
Virginia
$1.26M +$21.7K +200 +2%
MBTD
683
Mechanics Bank - Trust Department
California
$1.25M -$12.5K -115 -1%
HC
684
Highmount Capital
New York
$1.24M -$38K -350 -3%
ATC
685
Argent Trust Company
Louisiana
$1.24M +$8.48K +78 +0.7%
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$1.23M -$9.23K -85 -0.7%
CFS
687
Community Financial System
New York
$1.23M +$10.2K +94 +0.8%
SAG
688
Sterne Agee Group
Alabama
$1.23M +$1.23M +11,299 New
GIA
689
Global Index Advisors
Georgia
$1.22M +$1.22M +11,227 New
MTIM
690
Marathon Trading Investment Management
Pennsylvania
$1.21M -$1.2M -11,000 -50%
WJA
691
Williams Jones & Associates
New York
$1.21M -$5.41M -49,796 -82%
GIA
692
Guyasuta Investment Advisors
Pennsylvania
$1.21M -$11.9K -110 -1%
BCM
693
Boltwood Capital Management
California
$1.2M – – –
Envestnet Asset Management
694
Envestnet Asset Management
Illinois
$1.19M +$658K +6,057 +124%
RNS
695
Robert N. Shapiro
$1.19M -$426K -3,915 -26%
BVDMP
696
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.19M – – –
KCPG
697
Kavar Capital Partners Group
Kansas
$1.18M -$5.11K -47 -0.4%
CWP
698
Capital Wealth Planning
Florida
$1.17M – – –
FFC
699
First Financial Corp
Indiana
$1.16M -$255K -2,350 -18%
KIA
700
King Investment Advisors
Texas
$1.16M -$7.83K -72 -0.7%
26 27
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