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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 %
DWA
451
Douglass Winthrop Advisors
New York
$2.68M +$2.68M +32,479 New
CWM
452
Calamos Wealth Management
Illinois
$2.68M +$2.68M +32,481 New
LRPA
453
L. Roy Papp & Associates
Arizona
$2.66M +$2.66M +32,253 New
SHGA
454
Sand Hill Global Advisors
California
$2.65M +$2.65M +32,153 New
FTIOP
455
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.64M +$2.64M +31,948 New
KCM
456
Kanawha Capital Management
Virginia
$2.63M +$2.63M +31,816 New
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$2.61M +$2.61M +31,636 New
BHA
458
Beech Hill Advisors
New York
$2.6M +$2.6M +31,540 New
LMGAM
459
Liberty Mutual Group Asset Management
Massachusetts
$2.59M +$2.59M +31,411 New
MBTD
460
Mechanics Bank - Trust Department
California
$2.56M +$2.56M +31,049 New
RA
461
Rational Advisors
New York
$2.56M +$2.56M +30,968 New
RW
462
Rand Wealth
Maryland
$2.55M +$2.55M +30,872 New
OPCM
463
Osborne Partners Capital Management
California
$2.53M +$2.53M +30,625 New
AAM
464
AR Asset Management
California
$2.52M +$2.52M +30,500 New
SFP
465
Santa Fe Partners
New Mexico
$2.49M +$2.49M +30,162 New
LFR
466
Lehman Financial Resources
Pennsylvania
$2.47M +$2.47M +29,900 New
WSA
467
Willow Street Advisors
Florida
$2.45M +$2.45M +25,160 New
RCM
468
Riverhead Capital Management
Delaware
$2.43M +$2.43M +29,500 New
BG
469
Bahl & Gaynor
Ohio
$2.41M +$2.41M +29,206 New
LC
470
Lakeshore Capital
Alabama
$2.4M +$2.4M +29,025 New
GCP
471
GSA Capital Partners
United Kingdom
$2.38M +$2.38M +28,871 New
ACM
472
Alpha Capital Management
Texas
$2.38M +$2.38M +28,815 New
MFS
473
MSI Financial Services
Massachusetts
$2.37M +$2.37M +28,719 New
NRS
474
Neville Rodie & Shaw
New York
$2.37M +$2.37M +28,711 New
WCA
475
Westover Capital Advisors
Delaware
$2.36M +$2.36M +28,646 New
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