CAT icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
RPGK
951
Retirement Planning Group (Kansas)
Kansas
$232K 2,739 -531 -16%
AWA
952
Arete Wealth Advisors
Illinois
$232K 2,741 -74 -3%
SFSG
953
Stearns Financial Services Group
North Carolina
$232K 2,740 +82 +3%
CC
954
Cognios Capital
Kansas
$231K 2,735 -1,523 -36%
SCM
955
Salem Capital Management
Massachusetts
$229K 2,700 – –
LC
956
Lourd Capital
California
$229K 2,696 +158 +6%
ITIM
957
Indiana Trust & Investment Management
Indiana
$228K 2,685 +90 +3%
MPWT
958
MassMutual Private Wealth & Trust
Connecticut
$228K 2,097 +1,843 +726%
IT
959
Independence Trust
Tennessee
$225K 2,657 -724 -21%
GLI
960
Guardian Life Insurance
New York
$225K 2,651 – –
BOS
961
Bingham Osborn & Scarborough
California
$224K 2,645 – –
EWMCB
962
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$223K 2,628 +2,628 New
TF
963
Tompkins Financial
New York
$222K 2,615 -100 -4%
WA
964
Wealth Architects
California
$222K 2,615 – –
FMLI
965
Fukoku Mutual Life Insurance
Japan
$221K 2,600 – –
IH
966
IFC Holdings
Florida
$221K 2,541 +17 +0.7%
LCOV
967
London Company of Virginia
Virginia
$220K 2,590 -400 -13%
KWMG
968
King Wealth Management Group
Florida
$220K 2,596 – –
PG
969
Patten Group
Tennessee
$220K 2,590 +4 +0.2%
BONST
970
Bank of Nova Scotia Trust
Ontario, Canada
$219K 2,600 – –
WRM
971
Weybosset Research & Management
Rhode Island
$216K 2,550 – –
DIS
972
Diversified Investment Strategies
Louisiana
$216K 2,550 +2,550 New
Two Sigma Investments
973
Two Sigma Investments
New York
$211K 2,490 -269,585 -99%
CW
974
Cobiz Wealth
Colorado
$211K 2,487 +2,487 New
CHJWM
975
Carlton Hofferkamp & Jenks Wealth Management
Texas
$211K 2,515 +2,515 New
37 38
39
40 41