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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 %
HSA
1001
Hussman Strategic Advisors
Maryland
$170K 2,000 -500 -20%
GS
1002
GAM Systematic
United Kingdom
$169K 1,993 +1,993 New
CFA
1003
Carroll Financial Associates
North Carolina
$167K 1,974 – –
MCM
1004
MV Capital Management
Maryland
$165K 1,947 -265 -12%
HCM
1005
Highlander Capital Management
New Jersey
$154K 1,815 +115 +7%
LWCFA
1006
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K 1,754 -10 -0.6%
Manulife (Manufacturers Life Insurance)
1007
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K 1,743,652 +122,261 +8%
BAM
1008
Bruderman Asset Management
New York
$147K 1,729 +2 +0.1%
FWM
1009
Focused Wealth Management
New York
$145K 1,711 -50 -3%
TRCT
1010
Tower Research Capital (TRC)
New York
$144K 1,700 +1,700 New
PIM
1011
Parasol Investment Management
Illinois
$142K 1,680 +1,510 +888%
VIA
1012
Vantage Investment Advisors
Pennsylvania
$139K 1,635 -1,480 -48%
SAMC
1013
Shinko Asset Management Company
Japan
$139K 1,642 -145 -8%
FANJ
1014
Financial Architects (New Jersey)
New Jersey
$137K 1,620 -830 -34%
MIC
1015
MU Investments Company
Japan
$136K 1,600 – –
SSB
1016
Sandy Spring Bank
Maryland
$135K 1,601 -1,311 -45%
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$131K 1,544 -2,801 -64%
AIM
1018
Advantage Investment Management
Iowa
$130K 1,531 – –
QCG
1019
Quadrant Capital Group
Ohio
$130K 1,568 +1,568 New
EDRE
1020
Edmond de Rothschild (Europe)
Luxembourg
$128K 1,505 +1,505 New
CM
1021
Castleark Management
Illinois
$127K 1,500 – –
IWM
1022
Integrated Wealth Management
California
$126K 1,481 -46 -3%
CPA
1023
Cowen Prime Advisors
New York
$119K 1,400 – –
HR
1024
Howe & Rusling
New York
$116K 1,364 – –
PSI
1025
Pinnacle Summer Investments
Virginia
$112K 1,316 -3,482 -73%
39 40
41
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