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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 %
QI
701
QS Investors
New York
$814K +$814K +9,400 New
ACI
702
Advance Capital I
Michigan
$813K +$813K +9,850 New
RC
703
Roundview Capital
New Jersey
$803K +$803K +9,736 New
WG
704
Welch Group
Alabama
$797K +$797K +9,656 New
HK
705
Horizon Kinetics
New York
$794K +$794K +9,629 New
KIG
706
Kovitz Investment Group
Illinois
$792K +$792K +9,600 New
MAS
707
Madden Advisory Services
Florida
$787K +$787K +9,535 New
TBA
708
Train Babcock Advisors
New York
$784K +$784K +9,500 New
BAS
709
Brown Advisory Securities
Maryland
$778K +$778K +9,460 New
SIM
710
Sterling Investment Management
Arizona
$775K +$775K +9,400 New
BT
711
Bankers Trust
Iowa
$773K +$773K +9,372 New
FNBTCON
712
First National Bank & Trust Co of Newtown
Pennsylvania
$772K +$772K +9,362 New
SACTSONJ
713
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$772K +$772K +9,362 New
CWM
714
Cabot Wealth Management
Massachusetts
$769K +$769K +9,318 New
KTC
715
Kistler-Tiffany Companies
Pennsylvania
$768K +$768K +9,313 New
STC
716
SEI Trust Company
Pennsylvania
$766K +$766K +9,281 New
LBC
717
Lowe Brockenbrough & Co
Virginia
$760K +$760K +9,208 New
AIM
718
Aspen Investment Management
Michigan
$756K +$756K +9,161 New
CIA
719
Covington Investment Advisors
Pennsylvania
$750K +$750K +9,086 New
KCM
720
Kornitzer Capital Management
Kansas
$747K +$747K +9,050 New
CCA
721
Cobblestone Capital Advisors
New York
$747K +$747K +9,050 New
WB
722
Webster Bank
Connecticut
$745K +$745K +9,034 New
GA
723
Geneva Advisors
Illinois
$738K +$738K +8,944 New
AAC
724
Asset Advisors Corp
Georgia
$726K +$726K +8,800 New
AP
725
Atwood & Palmer
Missouri
$724K +$724K +8,778 New
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