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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 %
VFA
1026
Virtus Fund Advisers
Connecticut
$111K 1,313 – –
AWS
1027
Aris Wealth Services
Pennsylvania
$111K 1,309 +274 +26%
MA
1028
MCF Advisors
Kentucky
$110K 1,293 +147 +13%
Fuller & Thaler Asset Management
1029
Fuller & Thaler Asset Management
California
$110K 1,300 +1,300 New
AIM
1030
Assured Investment Management
New York
$109K 1,282 -5,802 -82%
AA
1031
AlphaMark Advisors
Kentucky
$109K 1,284 +220 +21%
WA
1032
WealthTrust-Arizona
Arizona
$108K 1,272 -105 -8%
IRS
1033
Invictus RG (Singapore)
Singapore
$107K 1,263 -437 -26%
PMFA
1034
Plante Moran Financial Advisors
Michigan
$105K 1,240 +345 +39%
JWA
1035
JFS Wealth Advisors
Pennsylvania
$104K 1,226 -21 -2%
HF
1036
Hoxton Financial
West Virginia
$100K 1,181 – –
WP
1037
WealthPLAN Partners
Nebraska
$96K 1,136 +219 +24%
LNB
1038
Ledyard National Bank
$94K 1,114 +40 +4%
SGC
1039
South Georgia Capital
Illinois
$93K 1,100 – –
VCM
1040
Vigilant Capital Management
Maine
$89K 1,045 +250 +31%
ACPU
1041
Arrowgrass Capital Partners (US)
Delaware
$84K 990 -3,304 -77%
JIC
1042
Joel Isaacson & Co
New York
$83K 976 +1 +0.1%
CP
1043
Corbenic Partners
Pennsylvania
$82K 969 +1 +0.1%
FCCM
1044
First City Capital Management
Georgia
$74.2K 875 – –
RIA
1045
Regal Investment Advisors
Michigan
$73K 866 – –
JGC
1046
J. Goldman & Co
New York
$72K 849 +849 New
AF
1047
Allworth Financial
California
$71K 833 -192 -19%
CG
1048
Colony Group
Massachusetts
$70K 827 – –
LWA
1049
Lenox Wealth Advisors
New York
$69K 813 – –
AWM
1050
AllSquare Wealth Management
New York
$67K 785 – –
40 41
42
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