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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 %
SIM
526
Sentry Investment Management
Wisconsin
$1.9M +$1.9M +23,049 New
BT
527
Beacon Trust
New Jersey
$1.88M +$1.88M +22,843 New
KCMRT
528
Kemper Corp Master Retirement Trust
Illinois
$1.83M +$1.83M +22,200 New
NAM
529
North American Management
Massachusetts
$1.8M +$1.8M +21,869 New
DCLA
530
Douglas C. Lane & Associates
New York
$1.77M +$1.77M +21,494 New
EFS
531
Essex Financial Services
Connecticut
$1.77M +$1.77M +21,429 New
GAM
532
Gotham Asset Management
New York
$1.76M +$1.76M +21,376 New
CICI
533
Capital Investment Counsel Inc
North Carolina
$1.76M +$1.76M +21,377 New
Bank of Nova Scotia
534
Bank of Nova Scotia
Ontario, Canada
$1.75M +$1.75M +21,266 New
AHC
535
Adell Harriman & Carpenter
Texas
$1.75M +$1.75M +21,229 New
CAM
536
Cubic Asset Management
Massachusetts
$1.75M +$1.75M +21,190 New
LCM
537
Lucas Capital Management
New Jersey
$1.75M +$1.75M +21,190 New
CIC
538
Carnegie Investment Counsel
Ohio
$1.74M +$1.74M +21,070 New
CNBT
539
Canandaigua National Bank & Trust
New York
$1.73M +$1.73M +21,018 New
AAM
540
Advisors Asset Management
Colorado
$1.72M +$1.72M +20,904 New
RG
541
Rathbones Group
United Kingdom
$1.72M +$1.72M +20,810 New
WSFS
542
Wilmington Savings Fund Society
Delaware
$1.71M +$1.71M +20,678 New
TCM
543
Telos Capital Management
California
$1.7M +$1.7M +20,633 New
WA
544
WFG Advisors
Texas
$1.7M +$1.7M +20,587 New
BMC
545
Benin Management Corp
Connecticut
$1.69M +$1.69M +20,485 New
WA
546
WBH Advisory
Maryland
$1.69M +$1.69M +20,463 New
MM
547
Meridian Management
Arkansas
$1.66M +$1.66M +20,024 New
SI
548
Stephens Inc
Arkansas
$1.66M +$1.66M +20,075 New
DCM
549
Delta Capital Management
New Jersey
$1.66M +$1.66M +20,078 New
CANC
550
Culbertson A N & Co
Virginia
$1.65M +$1.65M +20,048 New
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