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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 %
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$349K +$33.9K +400 +11%
P
852
Pitcairn
Pennsylvania
$348K -$30.3K -357 -8%
PAIA
853
Park Avenue Institutional Advisers
New York
$347K +$347K +4,088 New
RMAM
854
Raab & Moskowitz Asset Management
New Jersey
$346K -$124K -1,460 -26%
AI
855
Atria Investments
North Carolina
$345K -$35.4K -418 -9%
RB
856
Rodgers Brothers
Pennsylvania
$343K +$12.8K +151 +4%
VC
857
Vicus Capital
Pennsylvania
$340K +$85 +1 +0%
ARMT
858
Amica Retiree Medical Trust
Rhode Island
$339K – – –
DAM
859
Deltec Asset Management
New York
$339K – – –
IB
860
Intrust Bank
Kansas
$333K +$333K +3,922 New
YCM
861
Yorkville Capital Management
New York
$330K – – –
CAM
862
Cypress Asset Management
Texas
$327K -$7.64K -90 -2%
AB
863
AT Bancorp
Iowa
$327K -$763 -9 -0.2%
ZF
864
Zhang Financial
Michigan
$321K – – –
DWM
865
Destination Wealth Management
California
$321K +$321K +3,788 New
QSS
866
Quantitative Systematic Strategies
Florida
$320K +$320K +3,752 New
WEC
867
Winslow Evans & Crocker
Massachusetts
$319K -$9.16K -108 -3%
HPBT
868
High Point Bank & Trust
North Carolina
$319K – – –
AB
869
Atlas Brown
Kentucky
$319K +$13.5K +168 +4%
WCM
870
Windsor Capital Management
Arizona
$318K +$60.3K +711 +23%
BIM
871
Bridges Investment Management
Nebraska
$317K -$860K -10,165 -73%
BHA
872
Beech Hill Advisors
New York
$317K +$33.9K +400 +12%
RCM
873
RNC Capital Management
California
$316K +$316K +3,726 New
AIM
874
Aspen Investment Management
Michigan
$315K – – –
SCA
875
Strategic Capital Alternatives
United States
$314K – – –
33 34
35
36 37