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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 %
WS
626
Wedbush Securities
California
$1.15M +$1.15M +13,930 New
LAM
627
Lingohr Asset Management
Germany
$1.15M +$1.15M +13,900 New
AIM
628
Acropolis Investment Management
Missouri
$1.14M +$1.14M +13,864 New
BSWMG
629
Barrington Strategic Wealth Management Group
Illinois
$1.14M +$1.14M +13,777 New
SAG
630
Sterne Agee Group
Alabama
$1.13M +$1.13M +13,712 New
HCM
631
Howland Capital Management
Massachusetts
$1.13M +$1.13M +13,700 New
MIS
632
Morningstar Investment Services
Illinois
$1.12M +$1.12M +13,628 New
PNC
633
Park National Corp
Ohio
$1.12M +$1.12M +13,604 New
CCM
634
Chinook Capital Management
Oregon
$1.11M +$1.11M +13,510 New
FFSOTS
635
Fiduciary Financial Services of The Southwest
Texas
$1.11M +$1.11M +13,495 New
SWM
636
Segment Wealth Management
Texas
$1.11M +$1.11M +13,425 New
Bessemer Group
637
Bessemer Group
New Jersey
$1.09M +$1.09M +13,218 New
FFC
638
First Financial Corp
Indiana
$1.09M +$1.09M +13,222 New
BCM
639
Breithorn Capital Management
New York
$1.09M +$1.09M +13,218 New
PRC
640
Platte River Capital
Colorado
$1.09M +$1.09M +13,180 New
Fisher Asset Management
641
Fisher Asset Management
Washington
$1.09M +$1.09M +13,180 New
SHA
642
Smith Hayes Advisers
Nebraska
$1.09M +$1.09M +13,183 New
ST
643
Spinnaker Trust
Maine
$1.08M +$1.08M +13,125 New
PAM
644
Palisade Asset Management
Minnesota
$1.08M +$1.08M +13,097 New
RG
645
Renaissance Group
Kentucky
$1.08M +$1.08M +13,072 New
ANB
646
Amarillo National Bank
Texas
$1.08M +$1.08M +13,055 New
CCM
647
Condor Capital Management
New Jersey
$1.08M +$1.08M +13,044 New
PFM
648
PacWest Financial Management
Arizona
$1.08M +$1.08M +13,045 New
ATC
649
Argent Trust Company
Louisiana
$1.07M +$1.07M +12,939 New
CBU
650
CIBC Bank USA
Illinois
$1.06M +$1.06M +12,868 New
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