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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 %
State Street
1
State Street
Massachusetts
$4.79B 56,447,148 -2,295,389 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.17B 37,340,686 +388,372 +1%
Capital World Investors
3
Capital World Investors
California
$2.16B 25,496,704 +8,885,997 +53%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$1.67B 19,707,800 – –
BIT
5
BlackRock Institutional Trust
California
$1.3B 15,278,593 -1,071,004 -7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$992M 11,690,194 +530,038 +5%
Harris Associates
7
Harris Associates
Illinois
$975M 11,492,280 +3,426,011 +42%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$955M 11,260,857 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$904M 10,659,160 -717,649 -6%
Northern Trust
10
Northern Trust
Illinois
$660M 7,785,143 -18,394 -0.2%
Franklin Resources
11
Franklin Resources
California
$656M 7,737,322 +91,089 +1%
WRF
12
Waddell & Reed Financial
Kansas
$586M 6,907,787 +133,320 +2%
Bank of America
13
Bank of America
North Carolina
$547M 6,453,008 -324,640 -5%
BFA
14
BlackRock Fund Advisors
California
$531M 6,263,407 -149,538 -2%
Primecap Management
15
Primecap Management
California
$500M 5,899,595 -7,215 -0.1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$408M 4,820,113 -65,263 -1%
BG
17
BlackRock Group
United Kingdom
$371M 4,368,304 -196,913 -4%
American Century Companies
18
American Century Companies
Missouri
$352M 4,152,164 +12,619 +0.3%
Invesco
19
Invesco
Georgia
$329M 3,880,730 -241,779 -6%
Morgan Stanley
20
Morgan Stanley
New York
$308M 3,631,886 +294,315 +9%
CS
21
Credit Suisse
Switzerland
$257M 3,032,255 +1,160,893 +62%
Wells Fargo
22
Wells Fargo
California
$235M 2,766,631 +271,199 +11%
Norges Bank
23
Norges Bank
Norway
$230M 2,708,882 -102,439 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$218M 2,573,529 +64,546 +3%
LSV Asset Management
25
LSV Asset Management
Illinois
$216M 2,550,415 -62,514 -2%
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