CAT icon

Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$585M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$850M
3
Norges Bank
3
Norges Bank
Norway
$654M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$288M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53B

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.37B
2
Goldman Sachs
2
Goldman Sachs
New York
$411M
3
MNA
3
Manning & Napier Advisors
New York
$8.08M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$113M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$52.5M 482,903 +310,209 +180%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$51.9M 477,179 -2,507 -0.5%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$49.2M 452,979 -17,695 -4%
PI
104
Putnam Investments
Massachusetts
$47.3M 435,713 +67,358 +18%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$46.7M 429,774 +142,443 +50%
SG Americas Securities
106
SG Americas Securities
New York
$45.6M 419,642 -212,782 -34%
IG
107
ING Group
Netherlands
$45.4M 417,550 -16,515 -4%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$44.5M 409,385 +118,309 +41%
GIA
109
Gateway Investment Advisers
Ohio
$44.4M 408,592 +4,674 +1%
Aviva
110
Aviva
United Kingdom
$44.3M 407,576 -10,787 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.3M 398,820 +32,820 +9%
SO
112
STRS Ohio
Ohio
$42.7M 392,740 -42,616 -10%
RFC
113
Russell Frank Company
Washington
$41.9M 385,261 -163,667 -30%
EA
114
Euclid Advisors
Connecticut
$41.3M 379,623 -130,380 -26%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$40M 368,398 -26,183 -7%
Axa
116
Axa
France
$39M 359,117 +27,833 +8%
RHBC
117
R.H. Bluestein & Co
Michigan
$38.4M 353,016 +24,037 +7%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$37.9M 349,154 +5,800 +2%
Nuveen Asset Management
119
Nuveen Asset Management
Illinois
$37.7M 346,779 +72,408 +26%
USAA
120
United Services Automobile Association
Texas
$37.6M 345,968 +5,604 +2%
CCMH
121
Cornerstone Capital Management Holdings
New York
$36.8M 339,102 +17,444 +5%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$35.9M 330,182 +34,782 +12%
M2MC
123
Matthew 25 Management Corp
Pennsylvania
$35.6M 327,500 +7,500 +2%
SFSIG
124
San Francisco Sentry Investment Group
California
$34.9M 321,061 -482 -0.1%
TG
125
TCW Group
California
$34M 313,029 -4,054 -1%
3 4
5
6 7