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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$404M
3
Norges Bank
Norges Bank
Norway
+$290M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M

Top Sellers

1
State Street
State Street
Massachusetts
-$364M
2
Goldman Sachs
Goldman Sachs
New York
-$248M
3
MNA
Manning & Napier Advisors
New York
-$158M
4
ClearBridge Investments
ClearBridge Investments
New York
-$153M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
776
Coastline Trust
Rhode Island
$811K – – –
EWA
777
EP Wealth Advisors
California
$790K +$28.4K +261 +4%
GC
778
Garde Capital
Washington
$786K +$786K +7,237 New
CCM
779
Catapult Capital Management
New York
$783K +$783K +7,205 New
EVC
780
Eidelman Virant Capital
Missouri
$771K – – –
LOCC
781
Lombard Odier & Cie (Canada)
Quebec, Canada
$767K – – –
LPC
782
Loeb Partners Corp
New York
$761K – – –
PSI
783
Pinnacle Summer Investments
Virginia
$761K +$5.89K +55 +0.8%
PRA
784
Parametric Risk Advisors
Connecticut
$761K +$107K +983 +16%
FTI
785
Fiduciary Trust International
Massachusetts
$758K +$270K +2,487 +55%
SA
786
Strategic Advisors
New York
$754K -$81.3K -748 -10%
CTA
787
Colonial Trust Advisors
South Carolina
$753K +$38.1K +350 +5%
YP
788
Yellowstone Partners
Idaho
$750K -$74.5K -686 -9%
PAM
789
Premier Asset Management
Illinois
$748K – – –
AHC
790
Anderson Hoagland & Co
Missouri
$744K – – –
FSA
791
Franklin Street Advisors
North Carolina
$742K +$109K +1,000 +17%
SWP
792
Stratos Wealth Partners
Ohio
$741K +$741K +6,820 New
SAM
793
Shikiar Asset Management
New York
$725K -$54.3K -500 -7%
SCM
794
SOL Capital Management
Maryland
$722K – – –
BDF
795
Balasa Dinverno & Foltz
$721K -$37.5K -345 -5%
AP
796
Advisor Partners
California
$713K +$22.9K +211 +3%
WTIM
797
Wilmington Trust Investment Management
Delaware
$711K -$163K -1,500 -19%
PCM
798
Prelude Capital Management
New York
$711K +$216K +1,989 +44%
TBA
799
Train Babcock Advisors
New York
$703K +$16.3K +150 +2%
DR
800
Davis Rea
Ontario, Canada
$701K -$3.26M -30,000 -82%
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