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Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$814M
2
American Century Companies
2
American Century Companies
Missouri
$325M
3
Morgan Stanley
3
Morgan Stanley
New York
$445M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$205M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$282M
2
Capital World Investors
2
Capital World Investors
California
$1.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$725M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$37.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$964M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$45.3M 494,658 -320,129 -39%
SCM
102
Stevens Capital Management
Pennsylvania
$44.4M 484,810 +206,212 +74%
GIA
103
Gateway Investment Advisers
Ohio
$44M 480,915 +54,695 +13%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$42.4M 463,493 -21,032 -4%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$41.4M 452,748 +44,468 +11%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.8M 446,272 -288 -0.1%
SB
107
Suntrust Banks
Georgia
$40.7M 444,979 -900 -0.2%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$40.2M 438,887 +29,757 +7%
Nuveen Asset Management
109
Nuveen Asset Management
Illinois
$39.6M 433,155 +81,317 +23%
TCSAM
110
Tyrus Capital S.A.M.
Monaco
$38.4M 420,000 +420,000 New
RCM
111
Riverhead Capital Management
Delaware
$37.6M 410,471 +159,673 +64%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$37.2M 406,012 -1,731,850 -81%
SO
113
STRS Ohio
Ohio
$36.1M 394,416 +1,676 +0.4%
BTS
114
BB&T Securities
Virginia
$36M 39,374 +9,551 +32%
M2MC
115
Matthew 25 Management Corp
Pennsylvania
$35.7M 390,500 +57,500 +17%
USAA
116
United Services Automobile Association
Texas
$35.6M 388,971 -619 -0.2%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$34.3M 374,684 +146,802 +64%
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
$33.9M 370,053 +285,190 +336%
Millennium Management
119
Millennium Management
New York
$33.8M 369,192 +332,076 +895%
Comerica Bank
120
Comerica Bank
Texas
$33.2M 362,964 +171,703 +90%
RHBC
121
R.H. Bluestein & Co
Michigan
$33.2M 362,337 +12,098 +3%
Axa
122
Axa
France
$33.1M 361,402 -8,079 -2%
AIG
123
American International Group
New York
$33M 360,573 +76,033 +27%
CCMH
124
Cornerstone Capital Management Holdings
New York
$33M 360,519 +12,321 +4%
HCM
125
Highbridge Capital Management
New York
$33M 360,469 +338,435 +1,536%
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5
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