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Caterpillar

1,139 hedge funds and large institutions have $36.6B invested in Caterpillar in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 367 increasing their positions, 484 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+68
Holders Change %
+6.35%
% of All Funds
33.08%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.78%
New
156
Increased
367
Reduced
484
Closed
75
Calls
$1.22B
Puts
$1.77B
Net Calls
-$543M
Net Calls Change
+$42.5M
Name Holding Trade Value Shares
Change
Shares
Change %
YMRC
1026
Yorktown Management & Research Company
Virginia
$218K +$218K +2,400 New
OAC
1027
OMERS Administration Corp
Ontario, Canada
$218K +$218K +2,400 New
AWA
1028
ARS Wealth Advisors
Florida
$218K +$218K +2,406 New
WA
1029
Waverly Advisors
Alabama
$217K -$3.72K -41 -2%
FWM
1030
Focused Wealth Management
New York
$214K +$10.5K +116 +5%
RSVP
1031
Ramsay Stattman Vela & Price
Colorado
$214K +$214K +2,360 New
CAM
1032
Carret Asset Management
New York
$212K -$63.4K -700 -23%
CM
1033
Castleark Management
Illinois
$210K +$73.6K +810 +54%
LC
1034
Lourd Capital
California
$210K +$210K +2,315 New
CG
1035
Colony Group
Massachusetts
$209K +$209K +2,297 New
DAC
1036
Dividend Assets Capital
South Carolina
$208K -$109K -1,200 -34%
TNBTD
1037
Trustmark National Bank Trust Department
Mississippi
$206K -$56.4K -620 -21%
ECM
1038
Endex Capital Management
Kansas
$205K
BCM
1039
BTR Capital Management
California
$202K -$45.4K -500 -18%
FNBSF
1040
First National Bank Sioux Falls
South Dakota
$202K
CL
1041
CPWM LLC
Washington
$202K +$202K +2,222 New
FIM
1042
Freedom Investment Management
Connecticut
$202K +$202K +2,224 New
CCS
1043
Crosspoint Capital Strategies
California
$200K +$200K +2,057 New
FA
1044
Financial Advantage
Maryland
$195K
NES
1045
New England Securities
New York
$189K -$19.7K -217 -9%
BCM
1046
Blenheim Capital Management
New Jersey
$182K +$182K +2,000 New
HCM
1047
Highlander Capital Management
New Jersey
$177K +$132K +1,450 +290%
BKBG
1048
BHF Kleinwort Benson Group
Belgium
$162K +$162K +1,779 New
RFA
1049
Reilly Financial Advisors
California
$159K -$13.4K -148 -8%
TDC
1050
Thompson Davis & Co
Virginia
$159K +$159K +1,750 New