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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
IT
751
Investors Trust
Texas
$786K -$629K -6,869 -44%
SC
752
Savant Capital
Illinois
$784K +$274 +3 +0%
ODCM
753
Old Dominion Capital Management
Virginia
$783K -$13.9K -152 -2%
DMC
754
Drexel Morgan & Co
Pennsylvania
$778K – – –
NFG
755
Next Financial Group
Texas
$777K -$701K -7,658 -47%
AT
756
Acadia Trust
Maine
$774K – – –
SIM
757
Sterling Investment Management
Arizona
$769K -$91.5K -1,000 -11%
TSS
758
Thomas Story & Son
Indiana
$769K – – –
TIA
759
Tiemann Investment Advisors
California
$766K +$6.87K +75 +0.9%
CT
760
Coastline Trust
Rhode Island
$762K +$78.3K +855 +11%
CTA
761
Chesley Taft & Associates
Illinois
$754K +$9.16K +100 +1%
ICM
762
ICC Capital Management
Florida
$749K -$15.6K -170 -2%
IAMOG
763
Investors Asset Management of Georgia
Georgia
$744K +$744K +8,127 New
AMG
764
Asset Management Group
Connecticut
$742K +$3.93K +43 +0.5%
CTI
765
Community Trust & Investment
Kentucky
$741K – – –
MRCM
766
M&R Capital Management
New Jersey
$740K -$68.6K -750 -8%
WFG
767
Wills Financial Group
Virginia
$739K +$330K +3,612 +81%
GP
768
Girard Partners
Pennsylvania
$733K -$45K -492 -6%
FNYS
769
First New York Securities
New York
$732K +$732K +8,000 New
ACS
770
Archford Capital Strategies
Illinois
$732K -$3.48K -38 -0.5%
PL
771
Perpetual Ltd
Australia
$724K +$287K +3,137 +66%
BB
772
Busey Bank
Illinois
$722K +$1.1K +12 +0.2%
MCM
773
Mork Capital Management
California
$714K +$714K +7,800 New
DD
774
Dominick & Dominick
New York
$711K – – –
CAM
775
Centre Asset Management
New York
$705K – – –
29 30
31
32 33