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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.

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 %
FNYS
1026
First New York Securities
New York
$48K +$48K +576 New
AA
1027
Apriem Advisors
California
$47K +$47K +569 New
OWP
1028
Obermeyer Wealth Partners
Colorado
$47K +$47K +575 New
CCT
1029
Capital City Trust
Florida
$45K +$45K +540 New
HCM
1030
Highlander Capital Management
New Jersey
$41.2K +$41.2K +500 New
AFIA
1031
America First Investment Advisors
Nebraska
$41K +$41K +500 New
BTS
1032
BB&T Securities
Virginia
$40.8K +$40.8K +49,503 New
JIC
1033
Joel Isaacson & Co
New York
$39K +$39K +471 New
ARMC
1034
American Research & Management Company
Massachusetts
$38K +$38K +460 New
SHWM
1035
Smith & Howard Wealth Management
Georgia
$33K +$33K +405 New
IRS
1036
Invictus RG (Singapore)
Singapore
$31K +$31K +372 New
GXMC
1037
Global X Management Company
New York
$28K +$28K +344 New
WCM
1038
Wealthcare Capital Management
Virginia
$26K +$26K +317 New
PFG
1039
Piershale Financial Group
Illinois
$25K +$25K +300 New
BCM
1040
Breeden Capital Management
Connecticut
$24K +$24K +285 New
ECAM
1041
East Coast Asset Management
Massachusetts
$23K +$23K +276 New
JAM
1042
JCIC Asset Management
Ontario, Canada
$21K +$21K +250 New
FMP
1043
Financial Management Professionals
Texas
$21K +$21K +250 New
FMT
1044
First Mercantile Trust
Tennessee
$19K +$19K +225 New
WF
1045
WealthTrust Fairport
Ohio
$19K +$19K +227 New
MFBTD
1046
MB Financial Bank - Trust Department
Illinois
$19K +$19K +233 New
NCM
1047
Nelson Capital Management
California
$18K +$18K +216 New
FHA
1048
First Horizon Advisors
Tennessee
$17K +$17K +208 New
KAM
1049
Kokusai Asset Management
Japan
$16K +$16K +200 New
NC
1050
NewSquare Capital
Pennsylvania
$16K +$16K +200 New
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