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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 %
IWC
1126
Integrated Wealth Counsel
California
$8K
MIM
1127
Marco Investment Management
Georgia
$7.15K +$329 +3,621 +5%
RFS
1128
Rockefeller Financial Services
New York
$7K
SC
1129
Skylands Capital
Wisconsin
$5K -$730K -7,300 -99%
MAS
1130
Madden Advisory Services
Florida
$5K -$572K -5,719 -99%
BCMIO
1131
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$5K +50 New
MPWT
1132
MassMutual Private Wealth & Trust
Connecticut
$3.81K +$3.81K +42 New
TFA
1133
Transamerica Financial Advisors
Florida
$3K -$3.75K -30 -56%
EU
1134
Emory University
Georgia
$3K
LWA
1135
Lenox Wealth Advisors
New York
$3K +$3K +29 New
NIM
1136
NuWave Investment Management
New Jersey
$2K -$2.31K -30 -54%
DIA
1137
Denver Investment Advisors
Colorado
$1.79K -$201 -2,209 -10%
FPCG
1138
Fort Pitt Capital Group
Pennsylvania
$989
PFM
1139
PacWest Financial Management
Arizona
$968 -$212 -2,335 -18%
MRCM
1140
M&R Capital Management
New Jersey
$821 -$256 -2,815 -24%
WTB
1141
Washington Trust Bank
Washington
$290 -$3.29M -39,446 Closed
NDSI
1142
Newman Dignan & Sheerar Inc
Rhode Island
$251 +$23 +250 +10%
GTP
1143
Global Thematic Partners
New York
-$61.5M -737,485 Closed
SCM
1144
Stevens Capital Management
Pennsylvania
-$37.8M -453,402 Closed
N
1145
Natixis
France
-$31.2M -374,118 Closed
VCM
1146
Vision Capital Management
Oregon
-$18.3M -218,952 Closed
BII
1147
Baring International Investment
United Kingdom
-$14.3M -172,036 Closed
ZA
1148
Zweig Advisers
Connecticut
-$11.5M -138,000 Closed
CAMI
1149
Concord Asset Management (Illinois)
Illinois
-$6.04M -72,446 Closed
Capital Fund Management (CFM)
1150
Capital Fund Management (CFM)
France
-$5.52M -66,190 Closed