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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 %
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$916K +$916K +11,100 New
DBIA
677
Dumont & Blake Investment Advisors
New Jersey
$912K +$912K +11,051 New
Millennium Management
678
Millennium Management
New York
$911K +$911K +11,047 New
Jones Financial Companies
679
Jones Financial Companies
Missouri
$901K +$901K +10,929 New
MSR
680
Main Street Research
Connecticut
$900K +$900K +10,907 New
Luther King Capital Management (LKCM)
681
Luther King Capital Management (LKCM)
Texas
$899K +$899K +10,896 New
Twin Tree Management
682
Twin Tree Management
Texas
$897K +$897K +10,876 New
BCM
683
Boltwood Capital Management
California
$894K +$894K +10,834 New
MCM
684
Mazama Capital Management
Oregon
$890K +$890K +10,794 New
DSC
685
Duncker Streett & Co
Missouri
$882K +$882K +10,690 New
BCMO
686
Buckingham Capital Management (Ohio)
Ohio
$876K +$876K +10,625 New
CI
687
Constellation Investments
Ohio
$866K +$866K +10,500 New
FSC
688
Fiduciary Services Corp
Georgia
$866K +$866K +10,500 New
FIM
689
Fruth Investment Management
Texas
$863K +$863K +10,463 New
WDA
690
Wendell David Associates
New Hampshire
$859K +$859K +10,478 New
BC
691
Banced Corp
Illinois
$853K +$853K +10,346 New
ODCM
692
Old Dominion Capital Management
Virginia
$849K +$849K +10,297 New
CIM
693
CIM Investment Management
Pennsylvania
$848K +$848K +10,277 New
CNAM
694
Campbell Newman Asset Management
Wisconsin
$847K +$847K +10,269 New
BRWA
695
B. Riley Wealth Advisors
Florida
$846K +$846K +10,255 New
ACP
696
Aviance Capital Partners
Florida
$840K +$840K +10,183 New
WG
697
Winchester Group
New York
$840K +$840K +10,191 New
Wellington Management Group
698
Wellington Management Group
Massachusetts
$836K +$836K +10,134 New
TCOT
699
Trust Company of Toledo
Ohio
$827K +$827K +10,026 New
GL
700
Globe Life
Texas
$825K +$825K +10,000 New
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