CAT icon

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.

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 %
KeyBank National Association
126
KeyBank National Association
Ohio
$26M -$1.06M -11,647 -4%
Comerica Bank
127
Comerica Bank
Texas
$25.9M -$17M -187,371 -40%
VDI
128
Vaughan David Investments
Illinois
$25.6M +$55.9K +616 +0.2%
BA
129
BlackRock Advisors
Delaware
$25.5M -$350K -3,853 -1%
CCMH
130
Cornerstone Capital Management Holdings
New York
$25.3M +$9.5M +104,641 +60%
SIC
131
Schwartz Investment Counsel
Michigan
$25.3M +$3.63M +40,000 +17%
BTS
132
BB&T Securities
Virginia
$24.9M +$2.69M +2,961 +12%
LBG
133
Lloyds Banking Group
United Kingdom
$24.5M +$1.35M +14,881 +6%
GC
134
Guggenheim Capital
Illinois
$24.1M +$3.46M +38,109 +17%
IRF
135
IBM Retirement Fund
New York
$23.8M -$896K -9,870 -4%
SOMRS
136
State of Michigan Retirement System
Michigan
$23.5M -$9.08K -100 -0%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$23.3M +$8.88M +97,840 +62%
ZAM
138
Zenit Asset Management
Sweden
$22.7M
IAM
139
Impala Asset Management
Florida
$22.4M +$22.4M +246,288 New
Neuberger Berman Group
140
Neuberger Berman Group
New York
$22.4M +$17.6M +194,216 +374%
MHC
141
Meyer Handelman Company
New York
$22.1M
MG
142
Markel Group
Virginia
$22M -$18.2K -200 -0.1%
Public Sector Pension Investment Board (PSP Investments)
143
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.5M +$2.23M +24,600 +12%
ID
144
Integral Derivatives
New York
$21.5M +$21.5M +236,429 New
WBG
145
Wharton Business Group
Pennsylvania
$21.4M +$44.3K +488 +0.2%
SC
146
Scotia Capital
Ontario, Canada
$21.4M +$12M +132,444 +128%
UOC
147
UBS O'Connor
Illinois
$21M -$6.98M -76,870 -25%
OI
148
Oakbrook Investments
Illinois
$20.8M +$1.52M +16,740 +8%
TSU
149
TD Securities (USA)
New York
$20.4M +$607K +6,683 +3%
BHC
150
Bowen Hanes & Co
Florida
$20.4M -$913K -10,057 -4%