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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 %
RBC
726
Ronald Blue & Co
Georgia
$631K -$85.1K -1,064 -12%
MCM
727
Mork Capital Management
California
$624K – – –
IP
728
Investment Partners
Ohio
$623K +$19.6K +244 +3%
PGIM
729
Pacific Global Investment Management
California
$617K -$328K -4,100 -35%
CTA
730
Colonial Trust Advisors
South Carolina
$616K +$222K +2,775 +56%
RIL
731
Rothschild Investment LLC
Illinois
$613K +$89.3K +1,115 +17%
FTI
732
Fiduciary Trust International
Massachusetts
$612K +$4.96K +62 +0.8%
QIM
733
Quest Investment Management
Oregon
$611K -$4.4K -55 -0.7%
WFG
734
Wills Financial Group
Virginia
$608K -$38.7K -484 -6%
PFP
735
Pinnacle Financial Partners
Tennessee
$607K +$334K +4,175 +122%
TSW
736
Thompson Siegel & Walmsley
Virginia
$596K – – –
GW
737
GW & Wade
Massachusetts
$596K +$156K +1,949 +35%
Fisher Asset Management
738
Fisher Asset Management
Washington
$595K +$3.52K +44 +0.6%
SC
739
Savant Capital
Illinois
$592K -$93.2K -1,166 -14%
KIG
740
Kovitz Investment Group
Illinois
$583K -$31.2K -390 -5%
EVC
741
Eidelman Virant Capital
Missouri
$582K – – –
CCA
742
Checchi Capital Advisers
California
$582K +$59.9K +749 +11%
GC
743
Garde Capital
Washington
$579K – – –
FBT
744
First Bankers Trust
Kentucky
$579K – – –
CBU
745
CIBC Bank USA
Illinois
$578K -$30K -375 -5%
SCP
746
Sandhill Capital Partners
New York
$578K +$5.2K +65 +0.9%
PHS
747
Pekin Hardy Strauss
Illinois
$574K +$218K +2,721 +61%
MYAM
748
Meiji Yasuda Asset Management
Japan
$573K -$268K -3,350 -32%
CCM
749
Chickasaw Capital Management
Tennessee
$573K +$16.8K +210 +3%
AIM
750
Assured Investment Management
New York
$567K -$5.03M -62,850 -90%
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