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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.

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
1
Harris Associates
Illinois
$646M
2
Franklin Resources
2
Franklin Resources
California
$612M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$893M
4
Capital World Investors
4
Capital World Investors
California
$1.33B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$135M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.4M
3
EVM
3
Eaton Vance Management
Massachusetts
$85.4M
4
HCM
4
Herndon Capital Management
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$56.9M 710,600 -107,080 -13%
JHIU
77
Janus Henderson Investors US
Colorado
$55.8M 696,741 -236,535 -25%
PI
78
PGGM Investments
Netherlands
$54.8M 684,577 -82,409 -11%
BJ
79
BlackRock Japan
Japan
$53.7M 671,275 -45,382 -6%
GAM
80
Gotham Asset Management
New York
$53.5M 668,510 -192,055 -22%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$53.2M 664,662 -14,349 -2%
TA
82
Teachers Advisors
New York
$52M 650,037 +3,532 +0.5%
IG
83
ING Group
Netherlands
$51.6M 645,356 +117,732 +22%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$50.3M 628,055 +628,055 New
GLA
85
Great Lakes Advisors
Illinois
$48.3M 603,192 +31,953 +6%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$48.1M 601,076 -15,195 -2%
Nuveen Asset Management
87
Nuveen Asset Management
Illinois
$47.1M 589,086 +155,931 +36%
PAM
88
Panagora Asset Management
Massachusetts
$46.8M 584,925 -687,227 -54%
Canada Life
89
Canada Life
Manitoba, Canada
$44.8M 560,976 +44,096 +9%
FMI
90
Factory Mutual Insurance
Massachusetts
$44.7M 558,200 +20,000 +4%
GC
91
Guggenheim Capital
Illinois
$42M 524,955 +195,463 +59%
CGT
92
Capital Guardian Trust
California
$40.5M 505,936 -403,393 -44%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$40.3M 503,993 -22,518 -4%
Allianz Asset Management
94
Allianz Asset Management
Germany
$40.1M 500,771 -110,988 -18%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$38.5M 480,788 +17,295 +4%
GIA
96
Gateway Investment Advisers
Ohio
$37.9M 474,080 -6,835 -1%
ELC
97
Edgar Lomax Company
Virginia
$37.6M 469,650 +162,900 +53%
Stifel Financial
98
Stifel Financial
Missouri
$37.4M 467,572 -56,457 -11%
Capital International Investors
99
Capital International Investors
California
$37.4M 467,400 -131,022 -22%
ARC
100
Absolute Return Capital
Massachusetts
$37M 462,880 -110,563 -19%
2 3
4
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