CAT icon

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 %
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$343K -$3.76K -47 -1%
AGM
852
Alpine Global Management
New York
$341K -$649K -8,114 -66%
CC
853
Cognios Capital
Kansas
$340K – – –
NG
854
Northstar Group
New York
$339K +$162K +2,026 +92%
PVWM
855
Point View Wealth Management
New Jersey
$335K -$10.5K -131 -3%
GIS
856
Guardian Investor Services
New York
$335K – – –
RCAG
857
Rehmann Capital Advisory Group
Michigan
$331K -$157K -1,967 -32%
CCM
858
Catawba Capital Management
Virginia
$330K – – –
PL
859
Plancorp LLC
Missouri
$327K +$327K +4,080 New
KT
860
Kanaly Trust
Texas
$324K -$138K -1,728 -30%
MAM
861
Mizuho Asset Management
Japan
$323K +$108K +1,348 +50%
ARMT
862
Amica Retiree Medical Trust
Rhode Island
$320K – – –
DAM
863
Deltec Asset Management
New York
$320K – – –
PRC
864
Platte River Capital
Colorado
$320K +$320K +4,000 New
CAM
865
Cypress Asset Management
Texas
$315K -$1.22M -15,257 -79%
FSC
866
Fiduciary Services Corp
Georgia
$313K -$8.32K -104 -3%
YCM
867
Yorkville Capital Management
New York
$312K – – –
RB
868
Rodgers Brothers
Pennsylvania
$312K +$312K +3,895 New
WEC
869
Winslow Evans & Crocker
Massachusetts
$310K +$72.8K +910 +31%
AB
870
AT Bancorp
Iowa
$309K -$93.9K -1,175 -23%
AB
871
Atlas Brown
Kentucky
$305K -$98.7K -1,233 -24%
ZF
872
Zhang Financial
Michigan
$303K – – –
HPBT
873
High Point Bank & Trust
North Carolina
$302K +$40.1K +500 +15%
SCA
874
Strategic Capital Alternatives
United States
$302K +$302K +3,779 New
BRM
875
Boston Research & Management
Massachusetts
$299K +$54.3K +680 +22%
33 34
35
36 37