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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 %
Fisher Asset Management
701
Fisher Asset Management
Washington
$743K +$112K +1,316 +18%
WA
702
WFG Advisors
Texas
$740K -$143K -1,680 -16%
WG
703
Welch Group
Alabama
$739K – – –
SLG
704
Stanley-Laman Group
Pennsylvania
$737K +$11.6K +137 +2%
ACM
705
Argyle Capital Management
Pennsylvania
$734K -$33.9K -400 -4%
RC
706
Roundview Capital
New Jersey
$734K -$4.66K -55 -0.6%
SFWA
707
Summit Financial Wealth Advisors
Louisiana
$729K -$199K -2,345 -21%
TIA
708
Tiemann Investment Advisors
California
$724K -$10.6K -125 -1%
SAM
709
Sawgrass Asset Management
Florida
$722K -$269K -3,165 -27%
ATC
710
Argent Trust Company
Louisiana
$719K – – –
AT
711
Acadia Trust
Maine
$717K – – –
HI
712
Hudock Inc
Pennsylvania
$714K -$44.5K -525 -6%
PIA
713
Peachtree Investment Advisors
Georgia
$714K +$159K +1,875 +29%
SIM
714
Sterling Investment Management
Arizona
$713K +$8.57K +101 +1%
TSS
715
Thomas Story & Son
Indiana
$712K – – –
CCM
716
Chickasaw Capital Management
Tennessee
$712K +$104K +1,225 +17%
KA
717
KLCM Advisors
Wisconsin
$702K +$207K +2,440 +42%
AMG
718
Asset Management Group
Connecticut
$697K +$4.33K +51 +0.6%
EDRAMF
719
Edmond de Rothschild Asset Management (France)
France
$696K +$696K +8,200 New
DSN
720
D. Scott Neal
Kentucky
$695K +$136K +1,600 +24%
JPTCCM
721
J.P. Turner & Co Capital Management
Georgia
$692K +$156K +1,866 +29%
NFG
722
Next Financial Group
Texas
$690K -$258K -3,044 -27%
IAMOG
723
Investors Asset Management of Georgia
Georgia
$690K +$9.33K +110 +1%
OA
724
Oxbow Advisors
Texas
$690K +$404K +4,757 +141%
CL
725
CPWM LLC
Washington
$689K +$689K +8,129 New
27 28
29
30 31