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Caterpillar

1,071 hedge funds and large institutions have $33.2B invested in Caterpillar in 2013 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 365 increasing their positions, 484 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
34.74%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
82
Increased
365
Reduced
484
Closed
74
Calls
$930M
Puts
$1.52B
Net Calls
-$586M
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
301
GFS Advisors
Texas
$5.59M +$150K +1,800 +3%
Capital Fund Management (CFM)
302
Capital Fund Management (CFM)
France
$5.52M +$5.52M +66,190 New
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$5.5M +$284K +3,404 +5%
CAM
304
Congress Asset Management
Massachusetts
$5.5M -$813K -9,747 -13%
CA
305
CapWealth Advisors
Tennessee
$5.42M +$74.2K +890 +1%
FNFDCM
306
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.39M -$259K -3,110 -5%
AMI
307
Amica Mutual Insurance
Rhode Island
$5.31M
FCBT
308
First Citizens Bank & Trust
North Carolina
$5.29M +$139K +1,668 +3%
WP
309
WMS Partners
Maryland
$5.26M -$10.8K -130 -0.2%
NCM
310
Noesis Capital Mangement
Florida
$5.24M -$59.2K -710 -1%
AIM
311
abrdn Investment Management
United Kingdom
$5.23M +$2.85M +34,183 +120%
AC
312
AFAM Capital
Texas
$5.22M +$243K +2,912 +5%
WT
313
Washington Trust
Rhode Island
$5.19M +$665K +7,978 +15%
SIA
314
SeaBridge Investment Advisors
New Jersey
$5.18M +$228K +2,735 +5%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$5.16M -$1.51M -18,130 -23%
Creative Planning
316
Creative Planning
Kansas
$5.15M +$249K +2,985 +5%
PG
317
PEAK6 Group
Illinois
$5.14M +$1.95M +46,788 +61%
CHAM
318
Clear Harbor Asset Management
Connecticut
$5.13M -$428K -5,130 -8%
CIC
319
Cutler Investment Counsel
Oregon
$5.12M -$3.5K -42 -0.1%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$5.09M +$218K +2,620 +4%
RC
321
Riversville Capital
Connecticut
$5.08M
BOK
322
Bank of Kentucky
Kentucky
$5.07M +$215K +2,576 +4%
BIM
323
Bridgecreek Investment Management
Oklahoma
$5.04M +$431K +5,170 +9%
GLRA
324
Gerald L. Ray & Associates
Texas
$5.01M +$50.2K +602 +1%
BC
325
Blackhill Capital
New Jersey
$5.01M