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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 %
GWS
1101
Glassman Wealth Services
Virginia
$11K 125 – –
DBT
1102
Dubuque Bank & Trust
Iowa
$11K 133 +100 +303%
LWM
1103
LBA Wealth Management
Florida
$10K 123 – –
CAL
1104
Capital Advisors Ltd
Ohio
$10K 120 – –
SC
1105
Searle & Co
Connecticut
$10K 125 – –
BL
1106
Balentine LLC
Georgia
$9K 102 +1 +1%
CAW
1107
Cornerstone Advisors (Washington)
Washington
$9K 105 +47 +81%
UB
1108
UMB Bank
Missouri
$8.71K 102,649 +20,630 +25%
BKA
1109
Brick & Kyle Associates
Pennsylvania
$8K 100 – –
BCM
1110
Blume Capital Management
California
$8K 100 – –
FWC
1111
First Washington Corp
Washington
$8K 100 – –
OC
1112
Oakworth Capital
Alabama
$8K 108 – –
TFA
1113
Transamerica Financial Advisors
Florida
$8K 91 +47 +107%
RCWMU
1114
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K 90 +90 New
FCT
1115
Family Capital Trust
Massachusetts
$8K 99 +99 New
RFS
1116
Rockefeller Financial Services
New York
$7K 80 -160 -67%
NYLT
1117
New York Life Trust
New York
$6K 74 -1,937 -96%
MFBTD
1118
MB Financial Bank - Trust Department
Illinois
$6K 75 – –
WAS
1119
Winch Advisory Services
Wisconsin
$5K 55 – –
DA
1120
Dunvegan Associates
California
$5K 60 – –
PVH
1121
Psagot Value Holdings
Israel
$4K 49 – –
TWMP
1122
Taylor Wealth Management Partners
Massachusetts
$3K 41 +41 New
QAM
1123
QCI Asset Management
New York
$1K 6 – –
GXMC
1124
Global X Management Company
New York
$1K 16 +16 New
AT
1125
Arden Trust
Delaware
$752 8,872 +363 +4%
43 44
45
46 47