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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$96.3M 1,135,713 +67,887 +6%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$95.2M 1,121,930 +10,464 +0.9%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$93.5M 1,102,477 -78,983 -7%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$92.2M 1,087,500 -55,890 -5%
PPA
55
Parametric Portfolio Associates
Washington
$85.1M 1,003,670 +84,385 +9%
Barclays
56
Barclays
United Kingdom
$84.3M 1,004,113 +91,888 +10%
EVM
57
Eaton Vance Management
Massachusetts
$83.7M 986,677 -79,982 -7%
RFC
58
Russell Frank Company
Washington
$80.7M 951,511 +524,803 +123%
Swiss National Bank
59
Swiss National Bank
Switzerland
$78.8M 929,416 +53,200 +6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$74.6M 879,001 -338,026 -28%
Citigroup
61
Citigroup
New York
$71.2M 839,813 +558,681 +199%
MTB
62
Mizuho Trust & Banking
Japan
$69.8M 822,841 +26,002 +3%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$68.8M 811,666 +41,882 +5%
CA
64
Commerzbank Aktiengesellschaft
Germany
$68.7M 810,076 +21,429 +3%
Stifel Financial
65
Stifel Financial
Missouri
$68.1M 804,199 +336,627 +72%
JWBC
66
John W. Bristol & Co
New York
$67.8M 799,023 -66,810 -8%
Principal Financial Group
67
Principal Financial Group
Iowa
$66.5M 783,527 -855 -0.1%
US Bancorp
68
US Bancorp
Minnesota
$65.1M 767,472 -25,343 -3%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$64.6M 761,333 -71,439 -9%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$63.4M 747,247 -67,640 -8%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$63.1M 743,363 +28,330 +4%
PI
72
PGGM Investments
Netherlands
$61.6M 726,266 +41,689 +6%
TA
73
Teachers Advisors
New York
$59.8M 704,819 +54,782 +8%
BJ
74
BlackRock Japan
Japan
$58M 683,515 +12,240 +2%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$55.9M 659,493 -5,169 -0.8%
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