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Caterpillar
CAT

Overview Fund Activity

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$494M
2
Invesco
Invesco
Georgia
+$293M
3
Fidelity International
Fidelity International
Bermuda
+$186M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
5
O
OppenheimerFunds
New York
+$155M

Top Sellers

1
State Street
State Street
Massachusetts
-$498M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144M
3
MNA
Manning & Napier Advisors
New York
-$105M
4
Franklin Resources
Franklin Resources
California
-$100M
5
Capital World Investors
Capital World Investors
California
-$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
701
Redmond Asset Management
Virginia
$1.13M +$497 +5 +0%
ATC
702
Argent Trust Company
Louisiana
$1.13M -$497 -5 -0%
GIA
703
Guyasuta Investment Advisors
Pennsylvania
$1.12M -$19.9K -200 -2%
CFS
704
Community Financial System
New York
$1.12M +$40K +403 +4%
BAS
705
Brown Advisory Securities
Maryland
$1.11M +$12.2K +123 +1%
GMIM
706
General Motors Investment Management
New York
$1.1M -$87.8K -883 -7%
BCM
707
Boltwood Capital Management
California
$1.1M -$9.93K -100 -0.9%
AL
708
AJO LP
Pennsylvania
$1.09M +$1.09M +11,000 New
BFA
709
Bragg Financial Advisors
North Carolina
$1.09M -$71.8K -722 -6%
PNC
710
Park National Corp
Ohio
$1.09M -$328K -3,303 -23%
BVDMP
711
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.08M +$219K +2,200 +25%
KCPG
712
Kavar Capital Partners Group
Kansas
$1.08M +$15.2K +153 +1%
CIM
713
CIM Investment Management
Pennsylvania
$1.08M -$24.5K -247 -2%
GL
714
GLG LLC
New York
$1.07M +$1.07M +10,805 New
CWP
715
Capital Wealth Planning
Florida
$1.07M +$1.07M +10,772 New
KIA
716
King Investment Advisors
Texas
$1.07M – – –
PAM
717
Palisade Asset Management
Minnesota
$1.06M – – –
RC
718
Roundview Capital
New Jersey
$1.06M +$43.7K +440 +4%
ECM
719
EagleClaw Capital Management
Massachusetts
$1.05M +$1.05M +10,550 New
AIM
720
Acropolis Investment Management
Missouri
$1.05M -$128K -1,285 -11%
KT
721
Kanaly Trust
Texas
$1.04M -$200K -2,015 -16%
DSC
722
Duncker Streett & Co
Missouri
$1.03M +$99 +1 +0%
FIM
723
Fruth Investment Management
Texas
$1.03M -$10.3K -100 -1%
HK
724
Horizon Kinetics
New York
$1.02M +$19.9K +200 +2%
MMG
725
Monetary Management Group
Missouri
$1.02M +$99.4K +1,000 +11%
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