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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 %
CTA
726
Chesley Taft & Associates
Illinois
$688K +$4.32K +51 +0.6%
CTI
727
Community Trust & Investment
Kentucky
$687K – – –
CIP
728
Cornerstone Investment Partners
Georgia
$685K -$356K -4,200 -34%
IT
729
Investors Trust
Texas
$675K – – –
MRCM
730
M&R Capital Management
New Jersey
$670K -$84.9K -1,000 -11%
CTA
731
Colonial Trust Advisors
South Carolina
$670K +$17K +200 +3%
PHS
732
Pekin Hardy Strauss
Illinois
$669K +$60.7K +716 +10%
MCM
733
Mork Capital Management
California
$662K – – –
FTI
734
Fiduciary Trust International
Massachusetts
$660K +$12K +142 +2%
BDF
735
Balasa Dinverno & Foltz
$655K +$196K +2,305 +43%
QIM
736
Quest Investment Management
Oregon
$647K – – –
WFG
737
Wills Financial Group
Virginia
$646K +$1.27K +15 +0.2%
RWA
738
River Wealth Advisors
Pennsylvania
$641K -$36.6K -432 -5%
PGIM
739
Pacific Global Investment Management
California
$636K -$17.5K -206 -3%
Jones Financial Companies
740
Jones Financial Companies
Missouri
$635K -$55.4K -653 -8%
FFSOTS
741
Fiduciary Financial Services of The Southwest
Texas
$633K -$73.8K -870 -10%
RBC
742
Ronald Blue & Co
Georgia
$633K -$36.7K -432 -5%
SIG
743
Schooner Investment Group
Pennsylvania
$630K -$210K -2,500 -25%
FSA
744
Franklin Street Advisors
North Carolina
$624K +$44.2K +520 +8%
SC
745
Savant Capital
Illinois
$619K -$9.34K -110 -1%
EVC
746
Eidelman Virant Capital
Missouri
$619K +$1.95K +23 +0.3%
GC
747
Garde Capital
Washington
$614K – – –
FBT
748
First Bankers Trust
Kentucky
$613K – – –
TWM
749
Torch Wealth Management
Ohio
$612K -$76.2K -898 -11%
BCM
750
BBT Capital Management
Texas
$608K +$608K +7,170 New
28 29
30
31 32