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Caterpillar

1,071 hedge funds and large institutions have $33.2B invested in Caterpillar in 2013 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 365 increasing their positions, 484 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
34.74%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
82
Increased
365
Reduced
484
Closed
74
Calls
$930M
Puts
$1.52B
Net Calls
-$586M
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Shares
Change %
BMO
776
Beck Mack & Oliver
New York
$528K -$7.51K -90 -1%
RIA
777
Regal Investment Advisors
Michigan
$524K +$35K +419 +7%
CBU
778
CIBC Bank USA
Illinois
$522K -$550K -6,604 -51%
NSIM
779
North Star Investment Management
Illinois
$519K -$31.7K -380 -6%
DDPIC
780
Deroy & Devereaux Private Investment Counsel
Michigan
$519K +$83.4K +1,000 +19%
OC
781
Oarsman Capital
Wisconsin
$516K -$191K -2,292 -27%
FSA
782
Franklin Street Advisors
North Carolina
$511K -$20.8K -250 -4%
PRC
783
Platte River Capital
Colorado
$507K -$592K -7,100 -54%
DT
784
Diversified Trust
Tennessee
$507K +$300K +3,599 +145%
SIM
785
SSI Investment Management
California
$505K +$505K +6,028 New
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
$502K
VWM
787
Vector Wealth Management
Minnesota
$499K +$583 +7 +0.1%
WIC
788
Willis Investment Counsel
Georgia
$495K
ACM
789
Avalon Capital Management
California
$492K -$8.34K -100 -2%
FBT
790
First Bankers Trust
Kentucky
$491K +$106K +1,275 +28%
JWA
791
JFS Wealth Advisors
Pennsylvania
$491K +$167K +2,006 +52%
PFS
792
Prospera Financial Services
Texas
$490K +$64.6K +770 +15%
SC
793
Savant Capital
Illinois
$488K -$9.01K -108 -2%
GIA
794
Granite Investment Advisors
New Hampshire
$484K +$167K +2,000 +53%
MAS
795
Madden Advisory Services
Florida
$481K -$314K -3,766 -39%
AP
796
Advisor Partners
California
$480K +$119K +1,425 +33%
ANRIA
797
American National Registered Investment Advisor
Texas
$479K -$30K -360 -6%
ANTB
798
AMG National Trust Bank
Colorado
$478K -$12.5K -150 -3%
ANBT
799
American National Bank & Trust
Texas
$477K -$81.5K -976 -15%
MNBTD
800
Moody National Bank Trust Division
Texas
$477K -$29.2K -350 -6%