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Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
251
Dearborn Partners
Illinois
$9.25M +$9.31K +94 +0.1%
CIM
252
Contravisory Investment Management
Massachusetts
$9.13M -$616K -6,225 -6%
WCMN
253
Westchester Capital Management (Nebraska)
Nebraska
$9.13M -$328K -3,315 -3%
QAM
254
QCI Asset Management
New York
$9.08M +$136K +1,374 +2%
RMDI
255
R.M. Davis Inc
Maine
$9.03M -$27.7K -280 -0.3%
CII
256
Capital International Inc
California
$9M -$1.08M -10,900 -11%
WAM
257
World Asset Management
Michigan
$8.94M +$550K +5,553 +7%
BPC
258
Banque Pictet & Cie
Switzerland
$8.93M +$828K +8,364 +10%
SCA
259
Stillwater Capital Advisors
Pennsylvania
$8.9M +$111K +1,124 +1%
EAM
260
Edge Asset Management
Washington
$8.89M +$855K +8,637 +11%
LOAMS
261
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.87M +$7.88M +79,314 +798%
SIRP
262
Shelter Insurance Retirement Plan
Missouri
$8.83M
BCM
263
Birmingham Capital Management
Alabama
$8.8M -$178K -1,800 -2%
ODCM
264
Old Dominion Capital Management
Virginia
$8.62M -$487K -492 -5%
Asset Management One
265
Asset Management One
Japan
$8.58M -$857K -8,597 -9%
AQR Capital Management
266
AQR Capital Management
Connecticut
$8.56M +$8.03M +81,048 +1,501%
Nordea Investment Management
267
Nordea Investment Management
Sweden
$8.47M -$1.15M -11,588 -12%
CTC
268
Central Trust Company
Missouri
$8.4M -$238K -2,407 -3%
Jacobs Levy Equity Management
269
Jacobs Levy Equity Management
New Jersey
$8.4M +$8.4M +84,863 New
LS
270
Livforsakringsbolaget Skandia
Sweden
$8.39M -$832K -8,400 -9%
SC
271
Sculptor Capital
New York
$8.33M +$4.74M +47,900 +132%
SIPS
272
Shelter Insurance Profit Sharing
Missouri
$8.27M
PA
273
Pinnacle Associates
New York
$8.26M -$1.36M -13,705 -14%
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$8.25M +$9.9K +100 +0.1%
M
275
MOTCO
Texas
$8.24M +$671K +6,776 +9%