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Caterpillar

1,139 hedge funds and large institutions have $36.6B invested in Caterpillar in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 367 increasing their positions, 484 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+68
Holders Change %
+6.35%
% of All Funds
33.08%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.78%
New
156
Increased
367
Reduced
484
Closed
75
Calls
$1.22B
Puts
$1.77B
Net Calls
-$543M
Net Calls Change
+$42.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DY
376
Dowling & Yahnke
California
$4.16M +$169K +1,866 +4%
B
377
Barings
North Carolina
$4.14M +$2.66M +29,300 +180%
OA
378
OFI Advisors
Pennsylvania
$4.08M +$55.5K +611 +1%
ST
379
Spot Trading
Illinois
$4.06M -$7.66M -84,358 -65%
BIM
380
Bridges Investment Management
Nebraska
$4.02M -$669K -7,365 -14%
NB
381
NBT Bank
New York
$3.98M +$261K +2,873 +7%
TMAM
382
Tokio Marine Asset Management
Japan
$3.96M -$521K -5,736 -12%
Jacobs Levy Equity Management
383
Jacobs Levy Equity Management
New Jersey
$3.96M +$825K +9,080 +26%
CC
384
Curian Capital
Colorado
$3.93M +$52.1K +574 +1%
BBA
385
BLB&B Advisors
Pennsylvania
$3.93M +$69.8K +769 +2%
PCM
386
Parsons Capital Management
Rhode Island
$3.91M +$163K +1,790 +4%
GAM
387
Gotham Asset Management
New York
$3.88M +$1.78M +19,647 +85%
PPCM
388
Pillar Pacific Capital Management
California
$3.88M +$17.6K +194 +0.5%
BIC
389
Bridges Investment Counsel
Nebraska
$3.82M -$232K -2,556 -6%
PDN
390
Pensionfund DSM Netherlands
Netherlands
$3.79M
HPC
391
HM Payson & Co
Maine
$3.77M -$3.18K -35 -0.1%
KJHP
392
K.J. Harrison & Partners
Ontario, Canada
$3.75M +$3.46M +35,815 +1,194%
SC
393
SouthState Corp
Florida
$3.74M -$73.1K -805 -2%
MAM
394
Mastrapasqua Asset Management
Tennessee
$3.73M -$4.71M -51,827 -56%
ST
395
Semper Trust
Pennsylvania
$3.69M -$78.6K -865 -2%
AMIM
396
Aull & Monroe Investment Management
Alabama
$3.65M +$38.1K +420 +1%
SLI
397
Sumitomo Life Insurance
Japan
$3.65M -$798K -8,788 -18%
CB
398
Chemical Bank
Michigan
$3.65M -$117K -1,290 -3%
Robeco Institutional Asset Management
399
Robeco Institutional Asset Management
Netherlands
$3.61M -$5.86M -64,505 -62%
BCM
400
BBT Capital Management
Texas
$3.57M +$1.42M +15,681 +66%