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Caterpillar
CAT

Overview Fund Activity

1,073 hedge funds and large institutions have $33B invested in Caterpillar in 2013 Q2 according to their latest regulatory filings, with 1,073 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+1,073
Holders Change %
–
% of All Funds
35.03%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
1,073
Increased
–
Reduced
–
Closed
–
Calls
$827M
Puts
$1.46B
Net Calls
-$631M
Net Calls Change
-$631M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
326
First Citizens Bank & Trust
North Carolina
$5.1M +$5.1M +61,780 New
CIC
327
Cutler Investment Counsel
Oregon
$5.07M +$5.07M +61,421 New
RC
328
Riversville Capital
Connecticut
$5.03M +$5.03M +60,951 New
BC
329
Blackhill Capital
New Jersey
$4.95M +$4.95M +60,010 New
AF
330
Ally Financial
Michigan
$4.95M +$4.95M +60,000 New
SONJCPFE
331
State of New Jersey Common Pension Fund E
New Jersey
$4.95M +$4.95M +60,000 New
SONJCPFA
332
State of New Jersey Common Pension Fund A
New Jersey
$4.95M +$4.95M +60,000 New
AC
333
AFAM Capital
Texas
$4.93M +$4.93M +59,707 New
SCM
334
Stux Capital Management
New York
$4.92M +$4.92M +59,600 New
GLRA
335
Gerald L. Ray & Associates
Texas
$4.91M +$4.91M +59,509 New
BP
336
Banyan Partners
Florida
$4.9M +$4.9M +59,396 New
SIA
337
SeaBridge Investment Advisors
New Jersey
$4.9M +$4.9M +59,370 New
SAM
338
Securian Asset Management
Minnesota
$4.87M +$4.87M +59,054 New
Creative Planning
339
Creative Planning
Kansas
$4.85M +$4.85M +58,768 New
KIA
340
KCM Investment Advisors
California
$4.83M +$4.83M +58,536 New
Mackenzie Financial
341
Mackenzie Financial
Ontario, Canada
$4.81M +$4.81M +58,355 New
BOK
342
Bank of Kentucky
Kentucky
$4.81M +$4.81M +58,270 New
BFM
343
Boston Financial Management
Massachusetts
$4.79M +$4.79M +58,097 New
IA
344
Icon Advisers
Colorado
$4.78M +$4.78M +57,881 New
WBC
345
Westpac Banking Corp
Australia
$4.77M +$4.77M +56,988 New
DC
346
Davenport & Co
Virginia
$4.63M +$4.63M +56,173 New
DPIM
347
Duff & Phelps Investment Management
Illinois
$4.6M +$4.6M +55,700 New
PSUF
348
People's United Financial
Connecticut
$4.59M +$4.59M +55,580 New
BIM
349
Bridgecreek Investment Management
Oklahoma
$4.55M +$4.55M +55,205 New
EAM
350
Edge Asset Management
Washington
$4.52M +$4.52M +54,784 New
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