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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.

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.37B
2
Goldman Sachs
2
Goldman Sachs
New York
$411M
3
MNA
3
Manning & Napier Advisors
New York
$8.08M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$113M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$6.37B 58,648,512 -3,351,464 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.01B 36,867,527 +1,214,998 +3%
Capital World Investors
3
Capital World Investors
California
$2.85B 26,267,000 +52,000 +0.2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$2.14B 19,707,800 – –
BIT
5
BlackRock Institutional Trust
California
$1.77B 16,282,756 -235,362 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.53B 14,084,957 +1,859,668 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.26B 11,560,400 +117,219 +1%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$1.22B 11,260,857 – –
Northern Trust
9
Northern Trust
Illinois
$938M 8,636,199 +81,380 +1%
Capital Research Global Investors
10
Capital Research Global Investors
California
$850M 7,820,833 +3,715,000 +90%
Bank of America
11
Bank of America
North Carolina
$754M 6,942,987 +699,409 +11%
BFA
12
BlackRock Fund Advisors
California
$668M 6,147,817 +291,174 +5%
Norges Bank
13
Norges Bank
Norway
$654M 6,017,334 +2,670,443 +80%
Primecap Management
14
Primecap Management
California
$633M 5,826,065 -59,210 -1%
Invesco
15
Invesco
Georgia
$617M 5,673,252 +1,602,894 +39%
WRF
16
Waddell & Reed Financial
Kansas
$585M 5,387,635 +4,300,600 +396%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$529M 4,870,789 +585,980 +14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$509M 4,688,288 -152,645 -3%
Franklin Resources
19
Franklin Resources
California
$503M 4,629,322 -126,451 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$480M 4,416,252 -559,084 -11%
EVM
21
Eaton Vance Management
Massachusetts
$478M 4,398,635 +1,383,470 +46%
BG
22
BlackRock Group
United Kingdom
$471M 4,334,847 +72,923 +2%
Goldman Sachs
23
Goldman Sachs
New York
$411M 3,779,069 -2,278,325 -38%
Morgan Stanley
24
Morgan Stanley
New York
$334M 3,070,045 -414,582 -12%
Ameriprise
25
Ameriprise
Minnesota
$307M 2,823,658 +1,315,143 +87%
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