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Caterpillar
CAT

Overview Fund Activity

1,114 hedge funds and large institutions have $31.5B invested in Caterpillar in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 401 increasing their positions, 476 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-84
Holders Change %
-7.01%
% of All Funds
29.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
82
Increased
401
Reduced
476
Closed
152
Calls
$816M
Puts
$1.85B
Net Calls
-$1.03B
Net Calls Change
-$567M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
701
Monetary Management Group
Missouri
$744K -$108K -1,350 -13%
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$724K -$29.1K -364 -4%
ACM
703
Argyle Capital Management
Pennsylvania
$724K – – –
HI
704
Hudock Inc
Pennsylvania
$716K +$391K +4,889 +121%
MRCM
705
M&R Capital Management
New Jersey
$712K +$64.4K +805 +10%
FNBTCON
706
First National Bank & Trust Co of Newtown
Pennsylvania
$700K -$2.4K -30 -0.3%
RC
707
Roundview Capital
New Jersey
$697K -$597K -7,460 -46%
TIA
708
Tiemann Investment Advisors
California
$693K +$23.2K +290 +3%
IT
709
Investors Trust
Texas
$687K – – –
DMC
710
Drexel Morgan & Co
Pennsylvania
$684K +$4.4K +55 +0.6%
SLG
711
Stanley-Laman Group
Pennsylvania
$684K +$290K +3,630 +74%
IPC
712
Independent Portfolio Consultants
Florida
$679K -$36.2K -452 -5%
ATC
713
Argent Trust Company
Louisiana
$679K -$35.9K -448 -5%
AT
714
Acadia Trust
Maine
$677K – – –
ODCM
715
Old Dominion Capital Management
Virginia
$675K -$10K -125 -1%
TSS
716
Thomas Story & Son
Indiana
$672K – – –
FFSOTS
717
Fiduciary Financial Services of The Southwest
Texas
$667K -$61.3K -765 -8%
SIM
718
Sterling Investment Management
Arizona
$664K -$8K -100 -1%
AMG
719
Asset Management Group
Connecticut
$653K +$4.32K +54 +0.7%
Jones Financial Companies
720
Jones Financial Companies
Missouri
$652K -$89.2K -1,114 -12%
TWM
721
Torch Wealth Management
Ohio
$649K -$476K -5,949 -42%
CTI
722
Community Trust & Investment
Kentucky
$648K – – –
CTA
723
Chesley Taft & Associates
Illinois
$646K -$13.6K -170 -2%
IAMOG
724
Investors Asset Management of Georgia
Georgia
$642K -$8K -100 -1%
RWA
725
River Wealth Advisors
Pennsylvania
$640K +$640K +7,994 New
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29
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