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Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
American Century Companies
American Century Companies
Missouri
+$226M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$89.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$456M
2
Capital World Investors
Capital World Investors
California
-$342M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
951
Pinnacle Financial Partners
Tennessee
$312K -$8.97K -98 -3%
SAM
952
Strategy Asset Managers
California
$311K – – –
AF
953
Affiance Financial
Minnesota
$310K +$310K +3,385 New
IT
954
Independence Trust
Tennessee
$309K +$309K +3,381 New
OA
955
Oxbow Advisors
Texas
$308K – – –
PWMAG
956
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$307K +3,356 New
BC
957
Bartlett & Co
Ohio
$306K +$2.84K +31 +0.9%
CCM
958
Covington Capital Management
California
$305K – – –
EHC
959
Everett Harris & Co
California
$301K – – –
HPBT
960
High Point Bank & Trust
North Carolina
$299K +$18.3K +200 +7%
CWM
961
Cabot Wealth Management
Massachusetts
$298K -$2.84M -31,041 -91%
CCP
962
Clarkston Capital Partners
Michigan
$298K -$215K -2,350 -42%
CCMG
963
Clark Capital Management Group
Pennsylvania
$298K -$28.8K -314 -9%
TFO
964
Tarbox Family Office
California
$297K -$257K -2,808 -46%
CCT
965
Country Club Trust
Missouri
$294K – – –
EMG
966
Ellington Management Group
Connecticut
$293K +$293K +3,200 New
SCA
967
STALEY CAPITAL ADVISERS
Pennsylvania
$292K -$5.87K -64 -2%
TNB
968
Thomasville National Bank
Georgia
$292K +$4.58K +50 +2%
AUB
969
Atlantic Union Bankshares
Virginia
$291K -$20.7K -226 -7%
RP
970
Reinhart Partners
Wisconsin
$290K +$290K +3,167 New
AIM
971
Acropolis Investment Management
Missouri
$289K -$33K -360 -10%
AP
972
AHL Partners
United Kingdom
$289K -$124K -1,357 -30%
PG
973
Patten Group
Tennessee
$288K +$288K +3,147 New
DWT
974
Dorsey & Whitney Trust
South Dakota
$286K -$56.9K -622 -17%
MCWS
975
McKinley Carter Wealth Services
West Virginia
$286K +$62.8K +686 +28%
37 38
39
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