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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.

New
Increased
Maintained
Reduced
Closed
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 %
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
$11.6M +$11.6M +140,630 New
Nomura Asset Management
202
Nomura Asset Management
Japan
$11.6M +$11.6M +140,194 New
SWITC
203
Stewart West Indies Trading Company
Colorado
$11.5M +$11.5M +139,900 New
MSA
204
Mason Street Advisors
Wisconsin
$11.4M +$11.4M +138,746 New
ZA
205
Zweig Advisers
Connecticut
$11.4M +$11.4M +138,000 New
CIS
206
Capital International Sarl
California
$11.4M +$11.4M +137,600 New
CBOA
207
Commonwealth Bank of Australia
Australia
$11.3M +$11.3M +136,924 New
CDH
208
Charles D. Hyman
$11.3M +$11.3M +136,401 New
RJFSA
209
Raymond James Financial Services Advisors
Florida
$11.1M +$11.1M +134,002 New
COPPSERS
210
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11M +$11M +133,878 New
TBA
211
Tower Bridge Advisors
Pennsylvania
$11M +$11M +132,922 New
WAM
212
World Asset Management
Michigan
$11M +$11M +132,841 New
WT
213
Wilmington Trust
Delaware
$10.9M +$10.9M +132,198 New
CAM
214
Capstone Asset Management
Texas
$10.8M +$10.8M +131,342 New
KFC
215
Klingenstein Fields & Co
New York
$10.8M +$10.8M +130,748 New
AT
216
Arvest Trust
Oklahoma
$10.7M +$10.7M +130,178 New
ZIC
217
ZWJ Investment Counsel
Georgia
$10.6M +$10.6M +128,977 New
WIC
218
Wood Investment Counsel
Colorado
$10.5M +$10.5M +127,523 New
NTCOC
219
Northern Trust Company of Connecticut
Connecticut
$10.5M +$10.5M +127,164 New
GH
220
GAM Holding
Switzerland
$10.1M +$10.1M +122,999 New
BFS
221
Bradley Foster & Sargent
Connecticut
$10.1M +$10.1M +122,583 New
Canada Life
222
Canada Life
Manitoba, Canada
$9.92M +$9.92M +120,171 New
ADEF
223
Adams Diversified Equity Fund
Maryland
$9.9M +$9.9M +120,000 New
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$9.87M +$9.87M +119,700 New
GT
225
Glenmede Trust
Pennsylvania
$9.77M +$9.77M +118,406 New
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