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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.

New
Increased
Maintained
Reduced
Closed
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
Harris Associates
Illinois
+$565M
2
Franklin Resources
Franklin Resources
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$181M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
3
EVM
Eaton Vance Management
Massachusetts
-$209M
4
HCM
Herndon Capital Management
Georgia
-$135M
5
Morgan Stanley
Morgan Stanley
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
976
Edge Wealth Management
New York
$209K +$209K +2,600 New
TCM
977
Traynor Capital Management
Pennsylvania
$208K -$134K -1,677 -39%
KWMG
978
King Wealth Management Group
Florida
$208K -$125K -1,559 -38%
BONST
979
Bank of Nova Scotia Trust
Ontario, Canada
$208K -$80K -1,000 -28%
ITIM
980
Indiana Trust & Investment Management
Indiana
$208K -$27.3K -340 -12%
FMLI
981
Fukoku Mutual Life Insurance
Japan
$208K -$8K -100 -4%
PG
982
Patten Group
Tennessee
$207K -$44.9K -561 -18%
HCM
983
Hutchinson Capital Management
California
$207K – – –
WRM
984
Weybosset Research & Management
Rhode Island
$204K – – –
LC
985
Lourd Capital
California
$203K -$4.48K -56 -2%
IH
986
IFC Holdings
Florida
$203K +$19.2K +239 +10%
EA
987
Emerald Advisers
Pennsylvania
$203K +$203K +2,355 New
RIG
988
Roosevelt Investment Group
New York
$202K -$2.48K -31 -1%
HSA
989
Hussman Strategic Advisors
Maryland
$200K -$5.8M -72,500 -97%
MJP
990
Michael J. Puzo
$200K -$38.5K -481 -16%
IC
991
Intersect Capital
California
$198K +$435 +5 +0.2%
FANJ
992
Financial Architects (New Jersey)
New Jersey
$196K -$4.56K -57 -2%
HDIM
993
Hanson & Doremus Investment Management
Vermont
$195K – – –
MME
994
Meag Munich Ergo
Germany
$193K – – –
CFA
995
CT Financial Advisors
Pennsylvania
$190K – – –
MCM
996
MV Capital Management
Maryland
$177K +$7.92K +99 +5%
CBT
997
Central Bank & Trust
Kentucky
$168K -$606K -7,562 -78%
MCM
998
Manchester Capital Management
Vermont
$165K -$36.6K -458 -18%
AAC
999
Asset Advisors Corp
Georgia
$164K +$164K +2,044 New
NYLT
1000
New York Life Trust
New York
$161K +$1.2K +15 +0.8%
38 39
40
41 42