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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.

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
1
Waddell & Reed Financial
Kansas
$585M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$850M
3
Norges Bank
3
Norges Bank
Norway
$654M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$288M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53B

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.37B
2
Goldman Sachs
2
Goldman Sachs
New York
$411M
3
MNA
3
Manning & Napier Advisors
New York
$8.08M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$113M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$151M 1,390,825 +958,959 +222%
Prudential Financial
52
Prudential Financial
New Jersey
$147M 1,354,114 +176,044 +15%
BlackRock
53
BlackRock
New York
$147M 1,351,523 -3,996 -0.3%
MAA
54
Managed Account Advisors
New Jersey
$139M 1,276,388 +180,847 +17%
APG Asset Management
55
APG Asset Management
Netherlands
$138M 1,268,890 +228,470 +22%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$134M 1,233,659 -70,808 -5%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$131M 1,206,994 -46,039 -4%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$124M 1,140,951 -55,500 -5%
BIM
59
BlackRock Investment Management
Delaware
$118M 1,085,594 +48,957 +5%
ClearBridge Investments
60
ClearBridge Investments
New York
$113M 1,042,288 -1,406,777 -57%
American Century Companies
61
American Century Companies
Missouri
$112M 1,032,716 +174,512 +20%
JWBC
62
John W. Bristol & Co
New York
$111M 1,023,622 -24,604 -2%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$111M 1,022,276 +164,983 +19%
PPA
64
Parametric Portfolio Associates
Washington
$109M 1,007,041 +45,979 +5%
PP
65
Prudential plc
United Kingdom
$109M 1,002,360 +58,822 +6%
Capital International Investors
66
Capital International Investors
California
$106M 979,400 – –
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$105M 967,255 -236,604 -20%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$104M 960,568 -28,782 -3%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$104M 959,187 +84,050 +10%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$98.2M 904,075 +57,495 +7%
AL
71
AJO LP
Pennsylvania
$96.5M 888,120 +877,120 +7,974%
Citigroup
72
Citigroup
New York
$94M 865,331 +611,368 +241%
MTB
73
Mizuho Trust & Banking
Japan
$93.3M 858,376 +1,451 +0.2%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$92.5M 850,898 +6,065 +0.7%
Jennison Associates
75
Jennison Associates
New York
$90M 828,469 +95,822 +13%
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