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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.

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

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$282M
2
Capital World Investors
2
Capital World Investors
California
$1.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$725M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$37.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$964M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$5.41B 59,086,900 +564,710 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.46B 37,804,827 +60,507 +0.2%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.8B 19,707,800 – –
BIT
4
BlackRock Institutional Trust
California
$1.47B 16,013,897 -254,968 -2%
Capital World Investors
5
Capital World Investors
California
$1.38B 15,120,707 -3,734,293 -20%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$1.03B 11,260,857 – –
Bank of New York Mellon
7
Bank of New York Mellon
New York
$964M 10,535,226 -1,223,983 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$814M 8,894,353 +3,704,704 +71%
Northern Trust
9
Northern Trust
Illinois
$746M 8,150,711 -236,277 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$725M 7,918,527 -2,061,417 -21%
WRF
11
Waddell & Reed Financial
Kansas
$659M 7,198,007 -470,903 -6%
BFA
12
BlackRock Fund Advisors
California
$589M 6,436,533 +53,409 +0.8%
Bank of America
13
Bank of America
North Carolina
$584M 6,380,915 -292,178 -4%
Primecap Management
14
Primecap Management
California
$534M 5,835,280 +270 +0%
Invesco
15
Invesco
Georgia
$499M 5,455,023 +618,135 +13%
Morgan Stanley
16
Morgan Stanley
New York
$445M 4,863,617 +1,430,399 +42%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$442M 4,834,564 +122,955 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$424M 4,636,125 +1,297,825 +39%
BG
19
BlackRock Group
United Kingdom
$413M 4,516,513 +253,127 +6%
Franklin Resources
20
Franklin Resources
California
$407M 4,443,399 -447,917 -9%
EVM
21
Eaton Vance Management
Massachusetts
$336M 3,675,751 -861,365 -19%
American Century Companies
22
American Century Companies
Missouri
$325M 3,545,740 +2,470,762 +230%
Norges Bank
23
Norges Bank
Norway
$294M 3,215,791 -310,064 -9%
Capital Research Global Investors
24
Capital Research Global Investors
California
$282M 3,085,400 -4,983,633 -62%
LSV Asset Management
25
LSV Asset Management
Illinois
$235M 2,564,629 +140,920 +6%
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