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Caterpillar
CAT

Overview Fund Activity

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
Invesco
2
Invesco
Georgia
$404M
3
Fidelity International
3
Fidelity International
Bermuda
$186M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$494M
5
O
5
OppenheimerFunds
New York
$155M

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.16B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$44.1M
3
MNA
3
Manning & Napier Advisors
New York
$152M
4
Franklin Resources
4
Franklin Resources
California
$473M
5
Capital World Investors
5
Capital World Investors
California
$2.6B
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$48.3M 486,181 +386,904 +390%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$47.7M 479,686 +17,776 +4%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$46.8M 470,674 +985 +0.2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$44.1M 443,481 -1,451,784 -77%
SO
105
STRS Ohio
Ohio
$43.3M 435,356 -8,900 -2%
IG
106
ING Group
Netherlands
$43.1M 434,065 +14,837 +4%
PAM
107
Panagora Asset Management
Massachusetts
$42.9M 431,866 -493,330 -53%
Aviva
108
Aviva
United Kingdom
$41.6M 418,363 -81,454 -16%
GIA
109
Gateway Investment Advisers
Ohio
$40.1M 403,918 -80,222 -17%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$39.2M 394,581 -5,098 -1%
GAM
111
Gotham Asset Management
New York
$37.3M 375,489 +332,717 +778%
BTS
112
BB&T Securities
Virginia
$37.2M 37,386 +9,914 +36%
AIG
113
American International Group
New York
$37.1M 373,438 +21,270 +6%
PI
114
Putnam Investments
Massachusetts
$36.6M 368,355 +342,062 +1,301%
Caisse de Depot et Placement du Quebec (CDPQ)
115
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36.4M 366,000 -101,320 -22%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$35.1M 353,654 +353,654 New
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$34.1M 343,354 -5,900 -2%
USAA
118
United Services Automobile Association
Texas
$33.8M 340,364 -45,404 -12%
Axa
119
Axa
France
$32.9M 331,284 +6,518 +2%
RHBC
120
R.H. Bluestein & Co
Michigan
$32.7M 328,979 -19,563 -6%
RJA
121
Raymond James & Associates
Florida
$32.7M 328,788 -31,405 -9%
CCMH
122
Cornerstone Capital Management Holdings
New York
$32M 321,658 +42,708 +15%
SFSIG
123
San Francisco Sentry Investment Group
California
$32M 321,543 +85 +0%
M2MC
124
Matthew 25 Management Corp
Pennsylvania
$31.8M 320,000 +5,000 +2%
TG
125
TCW Group
California
$31.5M 317,083 +2,300 +0.7%
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5
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