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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 %
K
426
Kemper
Illinois
$2.97M +$2.97M +36,000 New
Truist Financial
427
Truist Financial
North Carolina
$2.96M +$2.96M +35,837 New
SEIA
428
Signature Estate & Investment Advisors
California
$2.95M +$2.95M +35,812 New
CC
429
Cannell & Co
New York
$2.95M +$2.95M +35,750 New
CNB
430
City National Bank
California
$2.92M +$2.92M +35,411 New
RC
431
RBO & Co
California
$2.92M +$2.92M +35,352 New
NIA
432
Northstar Investment Advisors
Colorado
$2.91M +$2.91M +35,329 New
SFS
433
Strategic Financial Services
New York
$2.91M +$2.91M +35,225 New
SAM
434
Silvercrest Asset Management
New York
$2.9M +$2.9M +35,144 New
VNA
435
VNBTrust National Association
Virginia
$2.88M +$2.88M +34,933 New
WC
436
Whitney & Co
New York
$2.88M +$2.88M +34,917 New
OWD
437
Osborn Williams & Donohoe
Ohio
$2.88M +$2.88M +34,900 New
WHG
438
Westwood Holdings Group
Texas
$2.86M +$2.86M +34,700 New
DG
439
Davidson & Garrard
Virginia
$2.86M +$2.86M +34,675 New
BWFA
440
Baltimore-Washington Financial Advisors
Maryland
$2.86M +$2.86M +34,613 New
ICOM
441
Investment Counselors of Maryland
Maryland
$2.83M +$2.83M +34,325 New
EWM
442
Evercore Wealth Management
New York
$2.83M +$2.83M +34,313 New
SC
443
Saybrook Capital
North Carolina
$2.81M +$2.81M +34,030 New
SCM
444
Siphron Capital Management
California
$2.81M +$2.81M +34,000 New
GIM
445
Gyrus Investment Management
Ontario, Canada
$2.78M +$2.78M +31,930 New
Jennison Associates
446
Jennison Associates
New York
$2.77M +$2.77M +33,565 New
MIM
447
Montgomery Investment Management
Maryland
$2.75M +$2.75M +33,391 New
GI
448
GLG Inc
New York
$2.74M +$2.74M +33,163 New
NB
449
NBT Bank
New York
$2.71M +$2.71M +32,858 New
ST
450
Stifel Trust
Missouri
$2.69M +$2.69M +32,538 New
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