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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.

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
1
Wellington Management Group
Massachusetts
$814M
2
American Century Companies
2
American Century Companies
Missouri
$325M
3
Morgan Stanley
3
Morgan Stanley
New York
$445M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$205M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$282M
2
Capital World Investors
2
Capital World Investors
California
$1.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$725M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$37.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$964M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$115M 1,258,865 -733,270 -37%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$109M 1,192,693 +1,499 +0.1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$109M 1,192,072 +11,156 +0.9%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$107M 1,168,353 +90,677 +8%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$106M 1,159,941 -39,155 -3%
Prudential Financial
56
Prudential Financial
New Jersey
$105M 1,151,790 +40,830 +4%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$101M 1,105,216 +29,916 +3%
Ameriprise
58
Ameriprise
Minnesota
$101M 1,100,305 -262,761 -19%
Citigroup
59
Citigroup
New York
$99.4M 1,086,501 +824,987 +315%
BIM
60
BlackRock Investment Management
Delaware
$99.4M 1,086,213 -4,501 -0.4%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$96.1M 1,049,867 +35,190 +3%
PPA
62
Parametric Portfolio Associates
Washington
$94.2M 1,029,112 -16,760 -2%
Harris Associates
63
Harris Associates
Illinois
$92.4M 1,009,170 +149,371 +17%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$90M 983,346 +85,895 +10%
JWBC
65
John W. Bristol & Co
New York
$87.9M 960,544 -22,515 -2%
JHIU
66
Janus Henderson Investors US
Colorado
$85.4M 933,276 +244,848 +36%
CA
67
Commerzbank Aktiengesellschaft
Germany
$85.2M 931,369 -162,280 -15%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$83.7M 914,660 +107,680 +13%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$83.5M 912,063 +685 +0.1%
CGT
70
Capital Guardian Trust
California
$83.2M 909,329 -425,843 -32%
O
71
OppenheimerFunds
New York
$83.2M 909,284 -954,846 -51%
SBAM
72
Santa Barbara Asset Management
California
$81.7M 892,415 -26,164 -3%
GAM
73
Gotham Asset Management
New York
$78.8M 860,565 +508,907 +145%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$76.6M 836,757 +497,709 +147%
Barclays
75
Barclays
United Kingdom
$75.6M 831,201 +88,243 +12%
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