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Caterpillar
CAT

Overview Fund Activity

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$585M
2
Capital Research Global Investors
Capital Research Global Investors
California
$850M
3
Norges Bank
Norges Bank
Norway
$654M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$288M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B

Top Sellers

1
State Street
State Street
Massachusetts
$6.37B
2
Goldman Sachs
Goldman Sachs
New York
$411M
3
MNA
Manning & Napier Advisors
New York
$8.08M
4
ClearBridge Investments
ClearBridge Investments
New York
$113M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
201
Andra AP-fonden
Sweden
$15.9M -$239K -2,200 -1%
WG
202
Winton Group
United Kingdom
$15.9M +$15.9M +146,125 New
TBA
203
Tower Bridge Advisors
Pennsylvania
$15.6M +$18.1K +167 +0.1%
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$15.6M – – –
WT
205
Wilmington Trust
Delaware
$15.5M +$127K +1,172 +0.8%
Millennium Management
206
Millennium Management
New York
$15.5M -$37.3M -343,231 -71%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$15.5M +$2.5M +23,019 +19%
GT
208
Glenmede Trust
Pennsylvania
$15.5M +$1.68M +15,415 +12%
EB
209
Eastern Bank
Massachusetts
$15.4M +$170K +1,561 +1%
GF
210
Gabelli Funds
New York
$15.2M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.1M -$761K -7,000 -5%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$15.1M +$3.13M +28,800 +26%
CB
213
Commerce Bank
Missouri
$15M -$352K -3,237 -2%
SFM
214
Systematic Financial Management
New Jersey
$15M -$1.78M -16,355 -11%
SCM
215
SKBA Capital Management
California
$14.8M +$14.8M +135,800 New
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$14.7M -$392K -3,867 -3%
First Trust Advisors
217
First Trust Advisors
Illinois
$14.4M +$3.22M +29,606 +29%
Massachusetts Financial Services
218
Massachusetts Financial Services
Massachusetts
$14.4M +$14.4M +132,232 New
BFS
219
Bradley Foster & Sargent
Connecticut
$14M -$288K -2,653 -2%
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
$14M +$464K +4,271 +3%
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$13.8M -$41.5K -382 -0.3%
BIM
222
BRC Investment Management
Colorado
$13.7M +$13.7M +126,036 New
AT
223
Arvest Trust
Oklahoma
$13.6M +$33.7K +310 +0.2%
WIC
224
Willis Investment Counsel
Georgia
$13.6M -$7.96M -73,275 -37%
CAM
225
Capstone Asset Management
Texas
$13.4M -$926K -8,522 -6%
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