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Caterpillar

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
251
Stifel Financial
Missouri
$11M +$648K +5,965 +6%
CCM
252
Copeland Capital Management
Pennsylvania
$11M +$626K +5,762 +6%
DILH
253
Dai-ichi Life Holdings
Japan
$10.8M +$2M +18,432 +23%
CIM
254
Contravisory Investment Management
Massachusetts
$10.7M +$10.7M +98,456 New
IGIM
255
I.G. Investment Management
Manitoba, Canada
$10.7M -$106M -979,138 -91%
Natixis Advisors
256
Natixis Advisors
Massachusetts
$10.6M +$1.47M +13,541 +16%
PA
257
Pinnacle Associates
New York
$10.6M -$193K -1,778 -2%
Nordea Investment Management
258
Nordea Investment Management
Sweden
$10.6M -$1.44M -13,247 -12%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M -$532K -4,900 -5%
DCM
260
Dupont Capital Management
Delaware
$10.5M +$1.24M +11,375 +13%
B
261
BP
United Kingdom
$10.4M +$2.72M +25,000 +35%
WCMN
262
Westchester Capital Management (Nebraska)
Nebraska
$10.4M -$45.6K -420 -0.4%
DADC
263
D.A. Davidson & Co
Montana
$10.4M -$2.48M -22,789 -19%
Asset Management One
264
Asset Management One
Japan
$10.3M -$651K -5,982 -6%
SMI
265
Shelter Mutual Insurance
Missouri
$10.3M
HighTower Advisors
266
HighTower Advisors
Illinois
$10.2M -$346K -3,180 -3%
DP
267
Dearborn Partners
Illinois
$10.1M -$49.2K -453 -0.5%
LS
268
Livforsakringsbolaget Skandia
Sweden
$10.1M
Macquarie Group
269
Macquarie Group
Australia
$10.1M -$1.25M -11,474 -11%
RMDI
270
R.M. Davis Inc
Maine
$9.93M +$241K +2,215 +2%
BCM
271
Birmingham Capital Management
Alabama
$9.85M -$20.6K -190 -0.2%
QAM
272
QCI Asset Management
New York
$9.81M +$10.7K +98 +0.1%
AIMCA
273
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.8M
BCM
274
Buckhead Capital Management
Georgia
$9.73M -$99.4K -915 -1%
SIRP
275
Shelter Insurance Retirement Plan
Missouri
$9.7M