CAT icon

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 %
HIC
1176
Hartline Investment Corp
Illinois
– – -3,088 Closed
PCA
1177
Peddock Capital Advisors
Massachusetts
– – -3,088 Closed
1832 Asset Management
1178
1832 Asset Management
Ontario, Canada
– – -3,048 Closed
USGIU
1179
U.S. Global Investors (USGI)
Texas
– – -2,900 Closed
SAM
1180
Shikiar Asset Management
New York
– – -2,825 Closed
FFA
1181
First Foundation Advisors
California
– – -2,749 Closed
MCM
1182
Maryland Capital Management
Maryland
– – -2,705 Closed
TCM
1183
Traynor Capital Management
Pennsylvania
– – -2,599 Closed
HCM
1184
Hutchinson Capital Management
California
– – -2,583 Closed
MJP
1185
Michael J. Puzo
– – -2,500 Closed
EA
1186
Emerald Advisers
Pennsylvania
– – -2,355 Closed
IC
1187
Intersect Capital
California
– – -2,274 Closed
CCM
1188
Cutler Capital Management
Massachusetts
– – -2,000 Closed
SSG
1189
Summit Securities Group
New York
– – -1,900 Closed
AIM
1190
Acropolis Investment Management
Missouri
– – -1,755 Closed
CYG
1191
Clean Yield Group
Vermont
– – -704 Closed
WCM
1192
Wealthcare Capital Management
Virginia
– – -409 Closed
ANBT
1193
American National Bank & Trust
Texas
– – -300 Closed
CHP
1194
Cable Hill Partners
Oregon
– – -102 Closed
UFA
1195
US Financial Advisors
Massachusetts
– – -100 Closed
RCG
1196
Ruggie Capital Group
Florida
– – -60 Closed
Walleye Trading
1197
Walleye Trading
New York
– – – –
MSE
1198
MUFG Securities EMEA
United Kingdom
– – – –
MC
1199
Maplelane Capital
New York
– – – –
Twin Tree Management
1200
Twin Tree Management
Texas
– – – –
45 46 47
48
49