Caterpillar
CAT
1,129 hedge funds and large institutions have $33.7B invested in Caterpillar in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 376 increasing their positions, 483 reducing their positions, and 68 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
37% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 68
7% more capital invested
Capital invested by funds: $31.6B → $33.7B (+$2.09B)
1% more funds holding
Funds holding: 1,116 → 1,129 (+13)
0.67% more ownership
Funds ownership: 65.12% → 65.79% (+0.67%)
22% less repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 483
41% less call options, than puts
Call options by funds: $866M | Put options by funds: $1.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$764M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$295M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$99.8M |
| 4 |
Citigroup
New York
|
+$48M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$197M |
| 2 |
Goldman Sachs
New York
|
-$129M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$98.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97.1M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$92.1M |
CAT Hedge Fund Activity: Q2 2015 in Review
1,129 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2015, worth a combined $33.7B — up 6.6% from $31.6B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new CAT positions and 68 closed out — a net gain of 25 holders — while 376 added to existing stakes and 483 trimmed.
The largest buyer was Capital World Investors, adding an estimated $764M. The largest seller was State Street, cutting an estimated $197M.
- 1,129 institutional investors held Caterpillar (CAT) as of Q2 2015, up from 1,116 in Q1 2015.
- Funds reported $33.7B of Caterpillar stock for Q2 2015, up 6.6% quarter-over-quarter.
- 93 funds opened new Caterpillar positions in Q2 2015 and 68 closed out, a net change of +25 holders.
- The largest Caterpillar buyer in Q2 2015 was Capital World Investors, an estimated $764M added.
- The largest Caterpillar seller in Q2 2015 was State Street, an estimated $197M sold.
Based on aggregated 13F filings for Q2 2015.