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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 %
NEI
151
Northwest & Ethical Investments
Ontario, Canada
$17.3M 203,700 -76,900 -27%
ProShare Advisors
152
ProShare Advisors
Maryland
$17.3M 203,694 -50,147 -20%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$17M 200,300 +82,950 +71%
BHC
154
Bowen Hanes & Co
Florida
$16.4M 193,725 +1,975 +1%
CCMH
155
Cornerstone Capital Management Holdings
New York
$15.7M 184,601 -162,156 -47%
NPA
156
Nichols & Pratt Advisers
Massachusetts
$15.4M 182,023 +370 +0.2%
AG
157
Aperio Group
California
$15.4M 181,874 +35,281 +24%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$15.1M 178,340 -11,310 -6%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$15M 177,187 -5,053 -3%
WIC
160
Willis Investment Counsel
Georgia
$15M 176,290 -1,150 -0.6%
DCM
161
Dupont Capital Management
Delaware
$14.9M 175,305 +52,200 +42%
CCM
162
Cadence Capital Management
Massachusetts
$14.7M 172,794 +13,198 +8%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$14.5M 170,700 +41,200 +32%
PI
164
PineBridge Investments
New York
$14.4M 169,951 -9,832 -5%
MC
165
Martin Currie
United Kingdom
$14.3M 168,243 +2,300 +1%
CS
166
Candriam SCA
Luxembourg
$14.1M 166,749 -3,390 -2%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$13.8M 162,967 – –
CTB
168
Country Trust Bank
Illinois
$13.8M 162,416 +740 +0.5%
WT
169
Whittier Trust
California
$13.4M 158,413 -6,158 -4%
ACI
170
AMP Capital Investors
Australia
$13.4M 156,653 -27,552 -15%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$13.3M 156,365 -64,827 -29%
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$13.1M 154,276 -4,201 -3%
Federated Hermes
173
Federated Hermes
Pennsylvania
$12.9M 152,547 -111,243 -42%
RFC
174
Regions Financial Corp
Alabama
$12.8M 150,320 -8,370 -5%
LPL Financial
175
LPL Financial
California
$12.7M 153,168 -5,736 -4%
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