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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 %
Axa
126
Axa
France
$23.8M 280,137 -26,680 -9%
SCP
127
Scoria Capital Partners
Connecticut
$23.8M 280,000 +280,000 New
VDI
128
Vaughan David Investments
Illinois
$23.6M 277,932 -550 -0.2%
SFSIG
129
San Francisco Sentry Investment Group
California
$22.9M 270,368 -50,672 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
130
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.5M 265,100 -2,400 -0.9%
M&T Bank
131
M&T Bank
New York
$21.9M 258,024 -14,314 -5%
ARC
132
Absolute Return Capital
Massachusetts
$21.7M 255,679 -207,201 -45%
PRA
133
Parametric Risk Advisors
Connecticut
$21.5M 253,144 +50,956 +25%
National Pension Service
134
National Pension Service
South Korea
$21.1M 249,180 +34,121 +16%
PG
135
PEAK6 Group
Illinois
$20.8M 245,772 +120,804 +97%
KeyBank National Association
136
KeyBank National Association
Ohio
$20.8M 245,695 -3,297 -1%
MHC
137
Meyer Handelman Company
New York
$20.8M 245,116 +3,150 +1%
TSU
138
TD Securities (USA)
New York
$20.7M 244,473 +26,715 +12%
SG Americas Securities
139
SG Americas Securities
New York
$20.5M 241,934 -1,037,549 -81%
MG
140
Markel Group
Virginia
$20.4M 241,000 – –
SOMRS
141
State of Michigan Retirement System
Michigan
$19.9M 234,154 +300 +0.1%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$18.7M 220,140 +11,976 +6%
TPSF
143
Texas Permanent School Fund
Texas
$18.6M 219,771 -7,163 -3%
MAA
144
Matrix Asset Advisors
New York
$18.2M 214,308 +17,649 +9%
HIMC
145
Heritage Investors Management Corp
Maryland
$18M 211,819 +4,502 +2%
ZIC
146
ZWJ Investment Counsel
Georgia
$17.8M 209,554 +2,355 +1%
SAM
147
Shell Asset Management
Netherlands
$17.8M 209,528 -13,889 -6%
Public Sector Pension Investment Board (PSP Investments)
148
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.6M 207,704 -2,600 -1%
ORIO
149
Old Republic International (ORI)
Illinois
$17.3M 204,200 – –
OI
150
Oakbrook Investments
Illinois
$17.3M 203,762 -195 -0.1%
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6
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