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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 %
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$33M 388,828 -38,266 -9%
CGT
102
Capital Guardian Trust
California
$32M 377,341 -128,595 -25%
SWITC
103
Stewart West Indies Trading Company
Colorado
$31.7M 374,200 +83,200 +29%
Ameriprise
104
Ameriprise
Minnesota
$31.6M 373,097 -513,964 -58%
SO
105
STRS Ohio
Ohio
$31.2M 368,087 -12,295 -3%
SIC
106
Schwartz Investment Counsel
Michigan
$30.7M 361,650 +25,450 +8%
Citadel Advisors
107
Citadel Advisors
Florida
$29.7M 350,529 -368,012 -51%
Allianz Asset Management
108
Allianz Asset Management
Germany
$29.6M 349,273 -151,498 -30%
O
109
OppenheimerFunds
New York
$29.5M 347,682 +115,552 +50%
Comerica Bank
110
Comerica Bank
Texas
$29.3M 345,128 +166,457 +93%
AIMCA
111
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29M 341,700 +211,900 +163%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$28.9M 341,037 -5,445 -2%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$28.8M 339,951 +125,748 +59%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$27.2M 320,942 -7,817 -2%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$27M 318,759 +37,456 +13%
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$27M 318,087 +318,087 New
BAMF
117
BI Asset Management Fondsmaeglerselskab
Denmark
$26M 306,900 -2,400 -0.8%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$25.6M 301,900 -492,700 -62%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$25.6M 301,233 -23,339 -7%
NFA
120
Nationwide Fund Advisors
Ohio
$25.5M 300,331 -26,685 -8%
FIM
121
FourPoints Investment Managers
France
$25.4M 299,800 +176,800 +144%
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$25.3M 322,013 -7,000 -2%
USAA
123
United Services Automobile Association
Texas
$25M 295,139 -96,585 -25%
AAM
124
Aberdeen Asset Management
United Kingdom
$24.7M 291,680 -34,091 -10%
GAM
125
Gotham Asset Management
New York
$24.1M 284,502 -384,008 -57%
3 4
5
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