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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 %
BTW
851
Boston Trust Walden
Massachusetts
$388K +$388K +4,708 New
CWA
852
Constellation Wealth Advisors
New York
$383K +$383K +4,644 New
HTC
853
Haverford Trust Company
Pennsylvania
$383K +$383K +4,645 New
EA
854
Emerald Advisers
Pennsylvania
$382K +$382K +4,627 New
FBT
855
First Bankers Trust
Kentucky
$381K +$381K +4,615 New
KB
856
Kimelman & Baird
New York
$375K +$375K +4,547 New
PFP
857
Pinnacle Financial Partners
Tennessee
$375K +$375K +4,550 New
FIAS
858
FinTrust Investment Advisory Services
South Carolina
$375K +$375K +4,552 New
RPGK
859
Retirement Planning Group (Kansas)
Kansas
$373K +$373K +4,521 New
CIC
860
Crawford Investment Counsel
Georgia
$367K +$367K +4,450 New
MPI
861
Mairs & Power Inc
Minnesota
$367K +$367K +4,451 New
JIM
862
Jensen Investment Management
Oregon
$365K +$365K +4,420 New
HA
863
Halsey Associates
Connecticut
$365K +$365K +4,427 New
NPF
864
Norris Perne & French
Michigan
$364K +$364K +4,423 New
DHFB
865
Dixon Hubard Feinour & Brown
Virginia
$363K +$363K +4,399 New
TAM
866
Taurus Asset Management
New York
$360K +$360K +4,368 New
AP
867
Advisor Partners
California
$357K +$357K +4,328 New
WRM
868
Westport Resources Management
Connecticut
$355K +$355K +4,298 New
IUAM
869
Itau USA Asset Management
New York
$355K +$355K +4,300 New
MCM
870
Manchester Capital Management
Vermont
$354K +$354K +4,294 New
FMC
871
First Merchants Corp
Indiana
$353K +$353K +4,280 New
DMC
872
Drexel Morgan & Co
Pennsylvania
$351K +$351K +4,260 New
BHIA
873
Birch Hill Investment Advisors
Massachusetts
$348K +$348K +4,224 New
HVIA
874
Hudson Valley Investment Advisors
New York
$346K +$346K +4,195 New
DAM
875
Deltec Asset Management
New York
$346K +$346K +4,200 New
33 34
35
36 37