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Caterpillar

1,056 hedge funds and large institutions have $31B invested in Caterpillar in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 391 increasing their positions, 438 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
-27
Holders Change %
-2.49%
% of All Funds
28.22%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.29%
New
60
Increased
391
Reduced
438
Closed
75
Calls
$1.06B
Puts
$1.41B
Net Calls
-$347M
Net Calls Change
+$273M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
301
Dearborn Partners
Illinois
$4.41M +$5.76K +76 +0.1%
WP
302
WMS Partners
Maryland
$4.41M +$58.3K +769 +1%
Dodge & Cox
303
Dodge & Cox
California
$4.36M -$7.58K -100 -0.2%
Boston Partners
304
Boston Partners
Massachusetts
$4.36M +$424K +5,590 +11%
CS
305
Candriam SCA
Luxembourg
$4.35M +$482K +6,359 +12%
SAM
306
Securian Asset Management
Minnesota
$4.31M +$56.7K +748 +1%
DC
307
Davenport & Co
Virginia
$4.3M -$231K -3,048 -5%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$4.24M +$76.8K +1,013 +2%
HT
309
HighTower Trust
Texas
$4.23M +$388K +5,120 +10%
NCM
310
Noesis Capital Mangement
Florida
$4.23M -$198K -2,616 -4%
GIM
311
Grassi Investment Management
California
$4.19M -$152K -2,000 -3%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$4.18M -$639K -8,428 -13%
BF
313
BOK Financial
Oklahoma
$4.18M +$117K +1,544 +3%
SGCA
314
Steel Grove Capital Advisors
Tennessee
$4.17M +$64.6K +852 +2%
MFS
315
MSI Financial Services
Massachusetts
$4.16M -$59.4K -783 -1%
PWLP
316
Prio Wealth Limited Partnership
Massachusetts
$4.13M -$105K -1,391 -2%
GSBTD
317
Glenview State Bank Trust Department
Illinois
$4.01M +$55K +725 +1%
MA
318
MUFG Americas
New York
$3.97M -$308K -4,057 -7%
SC
319
Scotia Capital
Ontario, Canada
$3.95M +$5.01K +66 +0.1%
NIA
320
Northstar Investment Advisors
Colorado
$3.95M +$914K +12,061 +30%
BTS
321
BB&T Securities
Virginia
$3.86M -$291K -3,838 -7%
LS
322
Livforsakringsbolaget Skandia
Sweden
$3.82M
CIBC World Market
323
CIBC World Market
Ontario, Canada
$3.78M +$84.5K +1,114 +2%
KRS
324
Kentucky Retirement Systems
Kentucky
$3.76M -$292K -3,848 -7%
TBA
325
Tower Bridge Advisors
Pennsylvania
$3.7M -$365K -4,810 -9%