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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 %
PSI
826
Pinnacle Summer Investments
Virginia
$384K -$245K -3,055 -39%
OSNBOA
827
Old Second National Bank of Aurora
Illinois
$375K – – –
CIA
828
Choate Investment Advisors
Massachusetts
$371K -$17.8K -223 -5%
CCG
829
Cypress Capital Group
Florida
$371K -$5.84K -73 -2%
TCOT
830
Trust Company of Toledo
Ohio
$371K – – –
SBWM
831
Sunflower Bank Wealth Management
Arizona
$369K – – –
NAM
832
North American Management
Massachusetts
$368K -$26.3K -328 -7%
ASN
833
Advisory Services Network
Georgia
$368K +$165K +2,027 +81%
BB
834
Bell Bank
North Dakota
$364K -$32K -400 -8%
AI
835
Atria Investments
North Carolina
$359K +$49.9K +624 +16%
P
836
Pitcairn
Pennsylvania
$356K +$7.6K +95 +2%
FMC
837
First Merchants Corp
Indiana
$352K -$24K -300 -6%
IP
838
Isthmus Partners
Wisconsin
$352K – – –
CIC
839
Cornercap Investment Counsel
Georgia
$352K +$33.2K +415 +10%
First Manhattan
840
First Manhattan
New York
$350K -$11.2K -140 -3%
TAM
841
Taurus Asset Management
New York
$350K – – –
ST
842
Smithfield Trust
Pennsylvania
$349K -$72.7K -910 -17%
FHA
843
First Horizon Advisors
Tennessee
$349K -$15.6K -195 -4%
Loomis, Sayles & Company
844
Loomis, Sayles & Company
Massachusetts
$348K -$28.4K -354 -8%
VWM
845
Vector Wealth Management
Minnesota
$347K +$9.68K +121 +3%
MPI
846
Mairs & Power Inc
Minnesota
$347K +$67.1K +839 +24%
BA
847
BKS Advisors
Michigan
$347K +$347K +4,332 New
SCM
848
Southport Capital Management
Tennessee
$345K – – –
FBFS
849
First Business Financial Services
Wisconsin
$344K +$21.7K +271 +7%
ACPU
850
Arrowgrass Capital Partners (US)
Delaware
$344K +$344K +4,294 New
32 33
34
35 36