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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 %
CA
1151
Cornerstone Advisors
North Carolina
– – -17,000 Closed
ACI
1152
Advance Capital I
Michigan
– – -16,700 Closed
BAM
1153
Banta Asset Management
California
– – -16,686 Closed
ECM
1154
ETrade Capital Management
Virginia
– – -16,031 Closed
K
1155
Kemper
Illinois
– – -15,650 Closed
MTIM
1156
Marathon Trading Investment Management
Pennsylvania
– – -14,692 Closed
LS
1157
Lupo Securities
Illinois
– – -13,303 Closed
DCM
1158
Dynamic Capital Management
Jersey
– – -12,800 Closed
QI
1159
Quotient Investors
New York
– – -10,800 Closed
GMIM
1160
General Motors Investment Management
New York
– – -9,669 Closed
LOT
1161
Lombard Odier Transatlantic
Quebec, Canada
– – -7,055 Closed
DVM
1162
Dreman Value Management
Florida
– – -6,182 Closed
KIA
1163
King Investment Advisors
Texas
– – -5,335 Closed
TIA
1164
Trust Investment Advisors
Indiana
– – -5,235 Closed
UMA
1165
USA Mutuals Advisors
Texas
– – -5,000 Closed
SCM
1166
Southport Capital Management
Tennessee
– – -4,305 Closed
FBFS
1167
First Business Financial Services
Wisconsin
– – -4,297 Closed
PVWM
1168
Point View Wealth Management
New Jersey
– – -4,185 Closed
PL
1169
Plancorp LLC
Missouri
– – -4,080 Closed
PRC
1170
Platte River Capital
Colorado
– – -4,000 Closed
LCP
1171
LGT Capital Partners
Switzerland
– – -3,700 Closed
CIC
1172
Crawford Investment Counsel
Georgia
– – -3,310 Closed
EHC
1173
Everett Harris & Co
California
– – -3,292 Closed
Rafferty Asset Management
1174
Rafferty Asset Management
New York
– – -3,264 Closed
RP
1175
Reinhart Partners
Wisconsin
– – -3,133 Closed
45 46
47
48 49