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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 %
WCM
1101
Wealthcare Capital Management
Virginia
$29K +$181 +2 +0.6%
PFG
1102
Piershale Financial Group
Illinois
$27K -$270 -3 -1%
BWFA
1103
Baltimore-Washington Financial Advisors
Maryland
$23K -$9.2K -100 -29%
JAM
1104
JCIC Asset Management
Ontario, Canada
$23K
FMP
1105
Financial Management Professionals
Texas
$23K
FMT
1106
First Mercantile Trust
Tennessee
$23K +$2.3K +25 +11%
NC
1107
NewSquare Capital
Pennsylvania
$23K +$4.89K +54 +27%
CFG
1108
CKW Financial Group
Hawaii
$22K +$22K +241 New
ST
1109
SpiderRock Trading
Illinois
$21K -$36K
ZTNA
1110
Zions Trust National Association
Utah
$21K +$5.36K +60 +34%
NCM
1111
Nelson Capital Management
California
$20K
WIC
1112
Willis Investment Counsel
Georgia
$18.4K +$17.9K +196,670 +3,278%
ACM
1113
Aviance Capital Management
Florida
$17K -$87.6K -938 -84%
OSAM
1114
O'Shaughnessy Asset Management
Connecticut
$16K +$11.8K +133 +283%
PIM
1115
Parasol Investment Management
Illinois
$15K +$15K +170 New
VNB
1116
Valley National Bancorp
New York
$14K +$14K +150 New
WAM
1117
Wallington Asset Management
Indiana
$13K
FBT
1118
Founders Bank & Trust
Michigan
$12K
CAL
1119
Capital Advisors Ltd
Ohio
$11K +$11K +120 New
UB
1120
UMB Bank
Missouri
$10.9K -$231 -2,539 -2%
MFBTD
1121
MB Financial Bank - Trust Department
Illinois
$10K +$3.06K +33 +44%
OC
1122
Oakworth Capital
Alabama
$10K +$10K +108 New
LWM
1123
LBA Wealth Management
Florida
$10K +$10K +110 New
FWC
1124
First Washington Corp
Washington
$9K
NMIS
1125
Northwestern Mutual Investment Services
Wisconsin
$9K +$9K +100 New