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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 %
RIG
976
Roosevelt Investment Group
New York
$210K 2,477 -50 -2%
CCT
977
Country Club Trust
Missouri
$209K 2,463 -500 -17%
LCM
978
LVM Capital Management
Michigan
$208K 2,450 +2,450 New
BMO
979
Beck Mack & Oliver
New York
$208K 2,452 +2,452 New
FFBTD
980
First Financial Bank - Trust Division
Ohio
$207K 2,441 -211 -8%
HDIM
981
Hanson & Doremus Investment Management
Vermont
$206K 2,431 – –
TAM
982
Trillium Asset Management
Massachusetts
$206K 2,434 +2,434 New
MME
983
Meag Munich Ergo
Germany
$205K 2,400 – –
DT
984
Diversified Trust
Tennessee
$205K 2,412 +2,412 New
CIS
985
Capital International Sarl
California
$204K 2,400 -71,050 -97%
JWBC
986
J.W. Burns & Co
New York
$204K 2,400 +2,400 New
YMRC
987
Yorktown Management & Research Company
Virginia
$204K 2,400 +2,400 New
PFM
988
Parsec Financial Management
North Carolina
$203K 2,390 +2,390 New
STMM
989
South Texas Money Management
Texas
$203K 2,394 +2,394 New
BCM
990
BTR Capital Management
California
$202K 2,376 +2,376 New
BRA
991
Bender Robert & Associates
California
$202K 2,382 +2,382 New
CFA
992
CT Financial Advisors
Pennsylvania
$202K 2,380 – –
PI
993
Pettee Investors
Connecticut
$201K 2,365 +2,365 New
AUB
994
Atlantic Union Bankshares
Virginia
$200K 2,364 -640 -21%
RSVP
995
Ramsay Stattman Vela & Price
Colorado
$200K 2,360 +2,360 New
KA
996
Kovack Advisors
Florida
$200K 2,363 +2,363 New
TDC
997
Thompson Davis & Co
Virginia
$195K 2,295 +561 +32%
BCA
998
Bray Capital Advisors
Florida
$187K 2,200 -500 -19%
MCM
999
Manchester Capital Management
Vermont
$175K 2,063 – –
AAC
1000
Asset Advisors Corp
Georgia
$173K 2,044 – –
38 39
40
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