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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 %
BVDMP
701
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$998K – – –
MMPW
702
Mitchell McLeod Pugh & Williams
Alabama
$990K +$990K +10,815 New
PAM
703
Palisade Asset Management
Minnesota
$988K +$55.1K +602 +6%
CWP
704
Capital Wealth Planning
Florida
$986K – – –
HK
705
Horizon Kinetics
New York
$982K +$20.6K +225 +2%
FFC
706
First Financial Corp
Indiana
$974K – – –
1IA
707
1834 Investment Advisors
Wisconsin
$974K +$18.3K +200 +2%
MMG
708
Monetary Management Group
Missouri
$974K +$64K +700 +7%
FPCG
709
Fort Pitt Capital Group
Pennsylvania
$965K +$641 +7 +0.1%
MYAM
710
Meiji Yasuda Asset Management
Japan
$962K -$188K -2,060 -16%
Bank of Nova Scotia
711
Bank of Nova Scotia
Ontario, Canada
$962K +$5.4K +59 +0.6%
MBTD
712
Mechanics Bank - Trust Department
California
$955K -$57.6K -629 -6%
DSC
713
Duncker Streett & Co
Missouri
$950K – – –
FMII
714
Farmers & Merchants Investments Inc
Nebraska
$949K -$183K -2,000 -16%
SI
715
SII Investments
Wisconsin
$948K +$216K +2,366 +30%
WDA
716
Wendell David Associates
New Hampshire
$946K +$4.6K +50 +0.5%
HIC
717
Holderness Investments Company
North Carolina
$940K +$940K +10,278 New
IC
718
InterOcean Capital
Illinois
$938K -$109K -1,195 -10%
BAC
719
Boys Arnold & Co
North Carolina
$937K -$114K -1,250 -11%
CIM
720
CIM Investment Management
Pennsylvania
$923K – – –
KCPG
721
Kavar Capital Partners Group
Kansas
$916K -$36.3K -397 -4%
IA
722
Icon Advisers
Colorado
$915K – – –
BFA
723
Bragg Financial Advisors
North Carolina
$905K -$39.3K -429 -4%
ICM
724
IMS Capital Management
Oregon
$903K +$385K +4,201 +74%
SJIM
725
St. Johns Investment Management
Florida
$896K -$29.3K -320 -3%
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