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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 %
OC
776
Oarsman Capital
Wisconsin
$504K +$38.8K +485 +8%
CPA
777
Court Place Advisors
Maryland
$502K +$56.1K +700 +13%
BA
778
Birinyi Associates
Connecticut
$500K -$400K -5,000 -44%
DSI
779
Daiwa SB Investments
Japan
$499K -$4.08K -51 -0.8%
PP
780
Patten & Patten
Tennessee
$495K +$40K +500 +9%
DVM
781
Dreman Value Management
Florida
$495K +$294K +3,673 +146%
ANB
782
Amarillo National Bank
Texas
$494K -$20.8K -261 -4%
FA
783
FDx Advisors
Illinois
$489K -$528K -6,581 -52%
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$484K -$19.6K -245 -4%
SFFS
785
Stonehage Fleming Financial Services
Jersey
$484K +$42.6K +532 +10%
NGA
786
Naples Global Advisors
Florida
$473K +$27K +337 +6%
MHS
787
M Holdings Securities
Oregon
$471K +$8.09K +101 +2%
BWAM
788
Boyd Watterson Asset Management
Ohio
$467K – – –
KA
789
KLCM Advisors
Wisconsin
$467K +$467K +5,840 New
WSCM
790
Wellington Shields Capital Management
New York
$461K -$16.2K -202 -3%
AP
791
AHL Partners
United Kingdom
$454K +$201K +2,522 +80%
BBNB
792
Baker Boyer National Bank
Washington
$452K – – –
PL
793
Perpetual Ltd
Australia
$449K -$184K -2,300 -29%
TBA
794
Train Babcock Advisors
New York
$448K -$41.2K -515 -8%
WB
795
Webster Bank
Connecticut
$448K -$16K -200 -3%
S
796
SignatureFD
Georgia
$447K -$15.8K -197 -3%
BOTW
797
Bank of the West
California
$445K -$122K -1,530 -22%
FBC
798
Fairfield, Bush & Co
Connecticut
$445K – – –
RMAM
799
Raab & Moskowitz Asset Management
New Jersey
$444K -$128K -1,598 -22%
AAM
800
Aureus Asset Management
Massachusetts
$442K -$43.6K -545 -9%
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