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Caterpillar
CAT

Overview Fund Activity

1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.97%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
2
American Century Companies
American Century Companies
Missouri
$325M
3
Morgan Stanley
Morgan Stanley
New York
$445M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$424M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$205M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$282M
2
Capital World Investors
Capital World Investors
California
$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$37.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$964M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
201
Markston International
New York
$13.9M -$39.8K -435 -0.3%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$13.7M +$674K +7,364 +5%
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$13.7M +$600K +6,558 +5%
CDH
204
Charles D. Hyman
$13.6M -$279K -3,043 -2%
SCI
205
S&CO Inc
Massachusetts
$13.6M -$94.5K -1,032 -0.7%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$13.5M +$7.62M +83,218 +130%
EB
207
Eastern Bank
Massachusetts
$13.2M +$95.8K +1,047 +0.7%
CCM
208
Cadence Capital Management
Massachusetts
$13.1M +$930K +10,164 +8%
EIM
209
ExxonMobil Investment Management
Texas
$13.1M -$1.02M -11,121 -7%
LPL Financial
210
LPL Financial
California
$13M -$1.41M -15,405 -10%
ABTD
211
Arvest Bank Trust Division
Oklahoma
$13M +$275K +2,731 +2%
DCM
212
Dupont Capital Management
Delaware
$12.9M +$54.9K +600 +0.4%
GF
213
Gabelli Funds
New York
$12.8M – – –
ARTA
214
A.R.T. Advisors
New York
$12.8M +$8.7M +95,050 +211%
FAF
215
Fjarde Ap-fonden
Sweden
$12.8M -$648K -7,079 -5%
SCM
216
SKBA Capital Management
California
$12.5M +$45.8K +500 +0.4%
Janus Henderson Group
217
Janus Henderson Group
United Kingdom
$12.5M -$113K -1,240 -0.9%
ORIO
218
Old Republic International (ORI)
Illinois
$12.5M +$12.5M +136,200 New
Nordea Investment Management
219
Nordea Investment Management
Sweden
$12.2M +$4.42M +48,255 +56%
Korea Investment Corp
220
Korea Investment Corp
South Korea
$12.1M -$6.87M -75,100 -36%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$11.9M -$60.5K -661 -0.5%
CAM
222
Capstone Asset Management
Texas
$11.9M +$728K +7,953 +7%
BFS
223
Bradley Foster & Sargent
Connecticut
$11.4M -$302K -3,294 -3%
CCM
224
Copeland Capital Management
Pennsylvania
$11.2M +$1.11M +12,093 +11%
CIA
225
CCM Investment Advisers
South Carolina
$11.2M -$5.49M -59,946 -33%
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