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Caterpillar
CAT

Overview Fund Activity

1,057 hedge funds and large institutions have $25.9B invested in Caterpillar in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 440 reducing their positions, and 126 closing their positions.

Holders
1,057
Holders Change
-70
Holders Change %
-6.21%
% of All Funds
29.54%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.11%
New
68
Increased
399
Reduced
440
Closed
126
Calls
$931M
Puts
$1.73B
Net Calls
-$803M
Net Calls Change
-$202M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$628M
2
Harris Associates
2
Harris Associates
Illinois
$1.06B
3
Invesco
3
Invesco
Georgia
$413M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$911M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$115M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$25.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$576M
4
American Century Companies
4
American Century Companies
Missouri
$172M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
851
IKOS CIF
Cyprus
$252K +$207K +3,218 +460%
CIA
852
Choate Investment Advisors
Massachusetts
$252K -$65.4K -1,000 -21%
HTC
853
Haverford Trust Company
Pennsylvania
$248K +$248K +3,800 New
EWA
854
EP Wealth Advisors
California
$246K -$47.3K -724 -16%
BTNA
855
Bremer Trust National Association
Minnesota
$246K -$36K -550 -13%
RCAG
856
Rehmann Capital Advisory Group
Michigan
$244K +$6.4K +98 +3%
AIM
857
Aspen Investment Management
Michigan
$243K +$653 +10 +0.3%
FG
858
Fiduciary Group
Georgia
$243K +$1.31K +20 +0.5%
BL
859
Bolton LP
Connecticut
$242K +$242K +3,700 New
SAM
860
Strategy Asset Managers
California
$239K – – –
VCM
861
Violich Capital Management
California
$237K -$101K -1,550 -30%
PAM
862
Private Asset Management
California
$237K – – –
First Manhattan
863
First Manhattan
New York
$235K +$327 +5 +0.1%
HCM
864
Hodges Capital Management
Texas
$235K +$235K +3,600 New
GLI
865
Guardian Life Insurance
New York
$230K +$56.9K +872 +33%
FMBTD
866
First Midwest Bank Trust Division
Illinois
$229K -$79.6K -1,220 -26%
AI
867
Atria Investments
North Carolina
$229K -$37.1K -568 -14%
WSC
868
Wellington Shields & Co
New York
$229K – – –
SSG
869
Summit Securities Group
New York
$229K +$229K +3,500 New
SYBT
870
Stock Yards Bank & Trust
Kentucky
$228K -$80.8K -1,231 -26%
VNA
871
Valley National Advisers
Pennsylvania
$228K – – –
PFSC
872
Peoples Financial Services Corp
Pennsylvania
$228K +$19.5K +300 +9%
PSI
873
Pinnacle Summer Investments
Virginia
$227K +$142K +2,182 +166%
CAG
874
Crestwood Advisors Group
Massachusetts
$226K – – –
CP
875
Camelot Portfolios
Ohio
$225K -$529K -8,095 -70%
33 34
35
36 37