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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 %
SCP
826
Sandhill Capital Partners
New York
$405K -$207K -2,443 -34%
SBWM
827
Sunflower Bank Wealth Management
Arizona
$405K +$12.7K +150 +3%
ASN
828
Advisory Services Network
Georgia
$404K +$24.4K +290 +6%
FMBTD
829
First Midwest Bank Trust Division
Illinois
$401K +$107K +1,260 +36%
SYBT
830
Stock Yards Bank & Trust
Kentucky
$399K -$42K -495 -10%
ECM
831
Element Capital Management
New York
$399K +$399K +4,700 New
AAM
832
Aureus Asset Management
Massachusetts
$394K -$74.7K -880 -16%
EWA
833
EP Wealth Advisors
California
$381K -$38K -448 -9%
PFS
834
Prospera Financial Services
Texas
$380K +$77.2K +1,052 +25%
TCOT
835
Trust Company of Toledo
Ohio
$376K -$16.9K -200 -4%
CIC
836
Cornercap Investment Counsel
Georgia
$373K – – –
IP
837
Isthmus Partners
Wisconsin
$373K – – –
BA
838
Bennicas & Associates
California
$373K +$373K +4,400 New
CCG
839
Cypress Capital Group
Florida
$370K -$23.3K -275 -6%
TAM
840
Taurus Asset Management
New York
$370K – – –
ST
841
Smithfield Trust
Pennsylvania
$370K – – –
VWM
842
Vector Wealth Management
Minnesota
$368K – – –
BA
843
BKS Advisors
Michigan
$368K +$339 +4 +0.1%
BTNA
844
Bremer Trust National Association
Minnesota
$366K +$56K +660 +18%
FHA
845
First Horizon Advisors
Tennessee
$360K -$8.03K -95 -2%
FMC
846
First Merchants Corp
Indiana
$357K -$14.8K -175 -4%
BB
847
Bell Bank
North Dakota
$351K -$35.1K -414 -9%
NG
848
Northstar Group
New York
$351K -$8.06K -95 -2%
CCM
849
Catawba Capital Management
Virginia
$350K – – –
MPI
850
Mairs & Power Inc
Minnesota
$349K -$19.2K -226 -5%
32 33
34
35 36