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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 %
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$10.1M 118,807 -3,457 -3%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$10.1M 118,808 +7,500 +7%
FIM
203
Foresters Investment Management
New York
$10.1M 118,485 – –
FAF
204
Fjarde Ap-fonden
Sweden
$10M 118,394 -9,044 -7%
SFM
205
Systematic Financial Management
New Jersey
$10M 118,215 +118,215 New
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$10M 118,120 +30,671 +35%
OC
207
Oppenheimer & Co
New York
$9.69M 114,292 +14,865 +15%
BFS
208
Bradley Foster & Sargent
Connecticut
$9.49M 111,905 -3,234 -3%
CCC
209
Chelsea Counsel Company
California
$9.46M 111,472 -2,315 -2%
NB
210
Norinchukin Bank
Japan
$9.43M 111,178 +2,153 +2%
Nomura Asset Management
211
Nomura Asset Management
Japan
$9.19M 108,380 +30 +0%
URS
212
Utah Retirement Systems
Utah
$9.13M 107,579 -4,000 -4%
CC
213
Curian Capital
Colorado
$9.06M 106,800 +3,254 +3%
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$8.97M 105,800 +867 +0.8%
VKH
215
Virtu KCG Holdings
New York
$8.82M 103,941 +77,582 +294%
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$8.79M 103,043 +14,563 +16%
MCTP
217
MPAM Credit Trading Partners
Ohio
$8.76M 103,247 +103,247 New
HNB
218
Huntington National Bank
Ohio
$8.64M 101,872 +4,691 +5%
SCA
219
Stillwater Capital Advisors
Pennsylvania
$8.47M 99,882 +1,005 +1%
PGFC
220
Peapack-Gladstone Financial Corp
New Jersey
$8.46M 99,732 -4,573 -4%
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.2M 96,660 +14,612 +18%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$8.1M 95,500 -2,200 -2%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$8.08M 95,218 -120,747 -56%
WCMN
224
Westchester Capital Management (Nebraska)
Nebraska
$8.05M 94,914 +263 +0.3%
SMI
225
Shelter Mutual Insurance
Missouri
$8M 94,300 – –
7 8
9
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