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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 %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$12.7M 149,716 +149,716 New
Nordea Investment Management
177
Nordea Investment Management
Sweden
$12.6M 148,969 +739 +0.5%
CDH
178
Charles D. Hyman
$12.5M 147,841 +1,186 +0.8%
IRF
179
IBM Retirement Fund
New York
$12.5M 147,133 -5,924 -4%
SCI
180
S&CO Inc
Massachusetts
$12.3M 145,493 -8,700 -6%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$12.1M 143,031 +143,031 New
GT
182
Glenmede Trust
Pennsylvania
$12M 141,973 -16,482 -10%
MI
183
Markston International
New York
$11.9M 140,299 -17,900 -11%
GF
184
Gabelli Funds
New York
$11.9M 140,300 – –
CWM
185
CIBC World Markets
New York
$11.7M 138,328 +138,328 New
Massachusetts Financial Services
186
Massachusetts Financial Services
Massachusetts
$11.7M 137,745 -2,770 -2%
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$11.6M 137,182 -12,253 -8%
AAM
188
Advisors Asset Management
Colorado
$11.6M 136,635 +33,042 +32%
CAM
189
Capstone Asset Management
Texas
$11.5M 135,955 +821 +0.6%
ABC
190
Associated Banc-Corp
Wisconsin
$11.5M 135,536 -15,375 -10%
EIM
191
ExxonMobil Investment Management
Texas
$11.4M 134,008 -11,765 -8%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$11.3M 133,272 +8,006 +6%
PIA
193
Piedmont Investment Advisors
North Carolina
$11.1M 131,054 +130,150 +14,397%
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$11M 130,075 +5,990 +5%
SCM
195
SKBA Capital Management
California
$11M 129,200 -4,800 -4%
CB
196
Commerce Bank
Missouri
$10.9M 128,981 -16,377 -11%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$10.8M 125,019 -11,695 -9%
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$10.6M 124,528 -10,344 -8%
AIA
199
Avalon Investment & Advisory
Texas
$10.5M 124,044 +124,044 New
GG
200
Gofen & Glossberg
Illinois
$10.3M 121,786 -4,274 -3%
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