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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 %
TCOV
501
Trust Company of Vermont
Vermont
$2.11M +$2.11M +25,558 New
BB
502
Bell Bank
North Dakota
$2.11M +$2.11M +25,535 New
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$2.1M +$2.1M +25,400 New
BA
504
Birinyi Associates
Connecticut
$2.09M +$2.09M +25,350 New
DD
505
Dominick & Dominick
New York
$2.08M +$2.08M +25,213 New
IMOV
506
Investment Management of Virginia
Virginia
$2.08M +$2.08M +25,170 New
ISL
507
Ingalls & Snyder LLC
New York
$2.07M +$2.07M +25,111 New
PI
508
Putnam Investments
Massachusetts
$2.07M +$2.07M +25,052 New
HFM
509
Hartford Financial Management
Connecticut
$2.07M +$2.07M +25,030 New
ECM
510
Exchange Capital Management
Michigan
$2.06M +$2.06M +24,920 New
PJSIMP
511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.05M +$2.05M +24,905 New
MCM
512
McMillion Capital Management
North Carolina
$2.04M +$2.04M +24,737 New
MIM
513
Midwest Investment Management
Ohio
$2.04M +$2.04M +24,685 New
TSWM
514
Triangle Securities Wealth Management
North Carolina
$2.03M +$2.03M +24,658 New
P
515
Pitcairn
Pennsylvania
$2.03M +$2.03M +24,554 New
MC
516
Mathes Company
New York
$2.01M +$2.01M +24,387 New
JCM
517
Jag Capital Management
Missouri
$1.98M +$1.98M +24,035 New
TWA
518
TCI Wealth Advisors
Arizona
$1.95M +$1.95M +23,637 New
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$1.95M +23,579 New
FA
520
FMA Advisory
Pennsylvania
$1.93M +$1.93M +23,418 New
IFB
521
iAB Financial Bank
Indiana
$1.92M +$1.92M +23,325 New
TCT
522
TIAA CREF Trust
Missouri
$1.92M +$1.92M +23,263 New
SSWM
523
Smith Salley Wealth Management
North Carolina
$1.91M +$1.91M +23,193 New
PWAP
524
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.91M +$1.91M +23,154 New
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$1.9M +$1.9M +23,090 New
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