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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.

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 %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$53.4M 629,664 -158,204 -20%
GLA
77
Great Lakes Advisors
Illinois
$51.6M 608,807 +5,615 +0.9%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$49.8M 587,497 +83,504 +17%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$49M 578,055 -50,000 -8%
IG
80
ING Group
Netherlands
$47.2M 556,708 -88,648 -14%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$46.9M 552,771 -1,129,345 -67%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$46.1M 543,406 -57,670 -10%
FMI
83
Factory Mutual Insurance
Massachusetts
$45.7M 538,200 -20,000 -4%
Canada Life
84
Canada Life
Manitoba, Canada
$45.3M 534,813 -26,163 -5%
PAM
85
Panagora Asset Management
Massachusetts
$44.9M 528,957 -55,968 -10%
GC
86
Guggenheim Capital
Illinois
$44.1M 520,269 -4,686 -0.9%
WG
87
Winton Group
United Kingdom
$44M 519,303 -604,239 -54%
GIA
88
Gateway Investment Advisers
Ohio
$43.9M 517,295 +43,215 +9%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$41.1M 484,361 +3,573 +0.7%
AIG
90
American International Group
New York
$39.7M 467,887 +20,013 +4%
Capital International Investors
91
Capital International Investors
California
$39.6M 467,400 – –
RHBC
92
R.H. Bluestein & Co
Michigan
$39.5M 465,436 +4,835 +1%
ELC
93
Edgar Lomax Company
Virginia
$39.5M 465,350 -4,300 -0.9%
Aviva
94
Aviva
United Kingdom
$39.4M 464,843 +22,921 +5%
ClearBridge Investments
95
ClearBridge Investments
New York
$37.9M 446,774 +434,736 +3,611%
Fidelity International
96
Fidelity International
Bermuda
$37.6M 442,960 +157,632 +55%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M 434,775 -16,644 -4%
SB
98
Suntrust Banks
Georgia
$36.6M 431,490 +1,662 +0.4%
First Trust Advisors
99
First Trust Advisors
Illinois
$36.5M 430,524 +130,691 +44%
RJA
100
Raymond James & Associates
Florida
$35.7M 420,893 +37,549 +10%
2 3
4
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