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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 %
CRC
901
Curi RMB Capital
Illinois
$265K -$24.8K -309 -9%
CCMW
902
Cypress Capital Management (Wyoming)
Wyoming
$265K -$68.2K -852 -20%
DHFB
903
Dixon Hubard Feinour & Brown
Virginia
$264K -$32K -400 -11%
BLAM
904
Bourne Lent Asset Management
New York
$264K +$264K +3,300 New
EHC
905
Everett Harris & Co
California
$263K – – –
RPGK
906
Retirement Planning Group (Kansas)
Kansas
$262K -$75.6K -944 -22%
BWA
907
Burt Wealth Advisors
Maryland
$262K -$54.6K -680 -17%
NPF
908
Norris Perne & French
Michigan
$262K +$40.1K +500 +18%
BC
909
Bartlett & Co
Ohio
$261K -$6.48K -81 -2%
Rafferty Asset Management
910
Rafferty Asset Management
New York
$261K +$261K +3,264 New
SIA
911
Starfire Investment Advisers
Michigan
$260K +$260K +3,250 New
CWM
912
Cabot Wealth Management
Massachusetts
$260K – – –
TFO
913
Tarbox Family Office
California
$260K +$400 +5 +0.2%
GC
914
Grimes & Company
Massachusetts
$259K +$10.9K +136 +4%
FNT
915
First National Trust
Pennsylvania
$259K +$30.7K +383 +13%
MCM
916
MAI Capital Management
Ohio
$257K +$257K +3,209 New
FNB
917
Farmers National Bank
Kentucky
$257K +$257K +3,214 New
SCA
918
STALEY CAPITAL ADVISERS
Pennsylvania
$255K – – –
W
919
Wealthfront
California
$254K +$87.7K +1,097 +53%
CCM
920
Coldstream Capital Management
Washington
$253K +$31.4K +392 +14%
MCWS
921
McKinley Carter Wealth Services
West Virginia
$252K +$2.24K +28 +0.9%
SGAM
922
Steinberg Global Asset Management
Florida
$252K +$252K +3,144 New
TNB
923
Thomasville National Bank
Georgia
$251K -$4K -50 -2%
RP
924
Reinhart Partners
Wisconsin
$251K -$2.72K -34 -1%
IIC
925
Ironwood Investment Counsel
Arizona
$250K +$560 +7 +0.2%
35 36
37
38 39