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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 %
BC
926
Bartlett & Co
Ohio
$255K -$21.2K -250 -8%
RMCM
927
Reynders McVeigh Capital Management
Massachusetts
$255K +$255K +3,006 New
BWA
928
Burt Wealth Advisors
Maryland
$254K -$22.4K -265 -8%
SOAMC
929
Spirit of America Management Corp
New York
$254K – – –
WPC
930
Waters Parkerson & Co
Louisiana
$254K +$3.81K +45 +2%
FWM
931
Frontier Wealth Management
Missouri
$254K +$16.9K +200 +7%
HCM
932
Harvey Capital Management
Florida
$253K – – –
ACA
933
Anchor Capital Advisors
Massachusetts
$253K – – –
SHWM
934
Smith & Howard Wealth Management
Georgia
$251K -$1.35K -16 -0.5%
TB
935
Terril Brothers
Missouri
$250K – – –
Aristotle Capital Management
936
Aristotle Capital Management
California
$249K -$85 -1 -0%
EIM
937
Emerson Investment Management
Massachusetts
$248K – – –
EMG
938
Ellington Management Group
Connecticut
$246K +$246K +2,896 New
CCM
939
CrestPoint Capital Management
Missouri
$246K +$246K +2,900 New
MCM
940
Mengis Capital Management
Oregon
$245K +$1.7K +20 +0.7%
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K -$119K -1,408 -33%
AI
942
Accredited Investors
Minnesota
$243K +$255 +3 +0.1%
TYCC
943
Texas Yale Capital Corp
Florida
$242K – – –
SCA
944
Salient Capital Advisors
Texas
$242K +$242K +2,857 New
SFU
945
Stonehage Fleming (UK)
United Kingdom
$241K -$42.4K -500 -15%
ACM
946
Apex Capital Management
Ohio
$237K -$13.8K -163 -6%
CAM
947
Carret Asset Management
New York
$237K +$4.25K +50 +2%
CAI
948
Capital Advisors Inc
Oklahoma
$234K – – –
AAMU
949
Amundi Asset Management US
Massachusetts
$233K -$31.3K -369 -12%
KT
950
Kanaly Trust
Texas
$232K -$111K -1,310 -32%
36 37
38
39 40