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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 %
SDIC
351
South Dakota Investment Council
South Dakota
$3.19M
PCM
352
Parsons Capital Management
Rhode Island
$3.16M +$79.3K +1,046 +3%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$3.13M -$30.7K -405 -1%
WTC
354
WhitTier Trust Company
Nevada
$3.13M -$47.2K -622 -1%
GP
355
Geneva Partners
Wisconsin
$3.12M +$3.12M +29,019 New
SWM
356
Segment Wealth Management
Texas
$3.1M -$341K -4,503 -10%
LCS
357
Levin Capital Strategies
New York
$3.09M -$338K -4,464 -10%
PP
358
Paloma Partners
Connecticut
$3.08M -$219K -2,886 -7%
PAG
359
Private Advisor Group
New Jersey
$3.06M +$857K +11,330 +39%
AIS
360
Accurate Investment Solutions
Pennsylvania
$3.05M +$148K +1,950 +5%
LMGAM
361
Liberty Mutual Group Asset Management
Massachusetts
$3.05M +$223K +2,943 +8%
CL
362
Croft-Leominster
Maryland
$3.03M -$59.4K -784 -2%
BC
363
Burney Company
Virginia
$2.97M +$353K +4,651 +13%
DADC
364
D.A. Davidson & Co
Montana
$2.97M -$3.24M -42,812 -52%
SBH
365
Segall Bryant & Hamill
Illinois
$2.95M -$495K -6,535 -14%
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$2.9M -$45.5K -600 -2%
CAM
367
Columbia Asset Management
Michigan
$2.9M -$24.6K -325 -0.8%
DL
368
Delta Lloyd
Netherlands
$2.89M
CC
369
Cannell & Co
New York
$2.88M
AMIM
370
Aull & Monroe Investment Management
Alabama
$2.87M -$19K -250 -0.7%
HFS
371
HL Financial Services
Kentucky
$2.86M +$196K +2,585 +7%
FNFDCM
372
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.85M -$53.8K -710 -2%
SCM
373
Stonebridge Capital Management
California
$2.84M -$64.8K -855 -2%
BCM
374
BTC Capital Management
Iowa
$2.84M +$186K +2,459 +7%
SB
375
Simmons Bank
Arkansas
$2.82M +$24K +316 +0.9%