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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 %
DHFB
901
Dixon Hubard Feinour & Brown
Virginia
$280K – – –
CRC
902
Curi RMB Capital
Illinois
$280K – – –
BLAM
903
Bourne Lent Asset Management
New York
$280K – – –
CCMW
904
Cypress Capital Management (Wyoming)
Wyoming
$279K -$2.12K -25 -0.8%
CWM
905
Cabot Wealth Management
Massachusetts
$276K – – –
ST
906
Sabal Trust
Florida
$276K +$20.8K +245 +8%
SIA
907
Starfire Investment Advisers
Michigan
$276K – – –
TFO
908
Tarbox Family Office
California
$275K – – –
MCM
909
MAI Capital Management
Ohio
$272K – – –
LFR
910
Lehman Financial Resources
Pennsylvania
$271K +$12.7K +150 +5%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$271K +$16.9K +200 +7%
NPF
912
Norris Perne & French
Michigan
$269K -$8.49K -100 -3%
MCWS
913
McKinley Carter Wealth Services
West Virginia
$267K – – –
IIC
914
Ironwood Investment Counsel
Arizona
$266K +$933 +11 +0.4%
GC
915
Grimes & Company
Massachusetts
$264K -$10.8K -127 -4%
FNBSF
916
First National Bank Sioux Falls
South Dakota
$263K – – –
AP
917
Atwood & Palmer
Missouri
$263K – – –
CC
918
Courier Capital
New York
$263K +$12.8K +151 +5%
PP
919
Pegasus Partners
Wisconsin
$263K +$263K +3,100 New
NPPM
920
North Point Portfolio Managers
Ohio
$261K – – –
DWT
921
Dorsey & Whitney Trust
South Dakota
$261K +$1.95K +23 +0.8%
SCA
922
STALEY CAPITAL ADVISERS
Pennsylvania
$258K -$12.7K -150 -5%
SGAM
923
Steinberg Global Asset Management
Florida
$257K -$9.93K -117 -4%
TNB
924
Thomasville National Bank
Georgia
$256K -$10.2K -120 -4%
BCB
925
Brian C. Broderick
$256K – – –
35 36
37
38 39