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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 %
FG
876
Fiduciary Group
Georgia
$314K +$314K +3,704 New
RIM
877
Regent Investment Management
Kentucky
$310K – – –
SAM
878
Strategy Asset Managers
California
$310K +$21.2K +250 +7%
WRM
879
Westport Resources Management
Connecticut
$310K +$182K +2,150 +142%
RCAG
880
Rehmann Capital Advisory Group
Michigan
$309K -$42K -495 -12%
PAM
881
Private Asset Management
California
$308K -$132K -1,550 -30%
FNT
882
First National Trust
Pennsylvania
$308K +$35K +413 +13%
First Manhattan
883
First Manhattan
New York
$304K -$66.8K -789 -18%
WAM
884
Winslow Asset Management
Ohio
$301K – – –
FIM
885
Freedom Investment Management
Connecticut
$301K +$678 +8 +0.2%
WSC
886
Wellington Shields & Co
New York
$297K – – –
LNC
887
Lincoln National Corp
Pennsylvania
$296K +$12.7K +154 +4%
VNA
888
Valley National Advisers
Pennsylvania
$296K +$63.2K +745 +27%
NAM
889
North American Management
Massachusetts
$294K -$95.4K -1,126 -24%
CAG
890
Crestwood Advisors Group
Massachusetts
$293K – – –
KB
891
Kimelman & Baird
New York
$292K -$137K -1,610 -32%
AFG
892
Albion Financial Group
Utah
$291K – – –
RA
893
RFG Advisory
Alabama
$291K +$291K +3,426 New
BRWM
894
B. Riley Wealth Management
Tennessee
$290K -$6.95K -82 -2%
HA
895
Halsey Associates
Connecticut
$288K – – –
AF
896
Affiance Financial
Minnesota
$287K – – –
FNB
897
Farmers National Bank
Kentucky
$287K +$13.9K +164 +5%
BHIA
898
Birch Hill Investment Advisors
Massachusetts
$286K – – –
Jacobs Levy Equity Management
899
Jacobs Levy Equity Management
New Jersey
$283K -$21.7M -255,310 -99%
BRM
900
Boston Research & Management
Massachusetts
$283K -$33.9K -400 -11%
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36
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