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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 %
AW
376
ACG Wealth
Georgia
$2.81M +$987K +13,015 +54%
SI
377
Stephens Inc
Arkansas
$2.8M +$442K +5,825 +19%
NB
378
NBT Bank
New York
$2.76M -$18.6K -246 -0.7%
SCM
379
Shelton Capital Management
Colorado
$2.76M -$28.9K -381 -1%
BBA
380
BLB&B Advisors
Pennsylvania
$2.76M +$81.9K +1,085 +3%
NFA
381
Nuveen Fund Advisors
Illinois
$2.74M +$2.74M +36,177 New
KCM
382
Kanawha Capital Management
Virginia
$2.7M -$70.1K -925 -3%
BCCM
383
Bridge Creek Capital Management
Massachusetts
$2.69M -$2.73K -36 -0.1%
IIM
384
Ipswich Investment Management
Massachusetts
$2.66M +$1.03M +13,587 +63%
FAT
385
First American Trust
California
$2.66M -$180K -2,371 -6%
VFS
386
VSR Financial Services
Kansas
$2.65M -$227K -3,000 -8%
VAM
387
Visionary Asset Management
Texas
$2.65M +$91.9K +1,211 +4%
RBA
388
Richard Bernstein Advisors
New York
$2.63M
I
389
IberiaBank
Louisiana
$2.58M +$63.7K +840 +3%
SAM
390
Silvercrest Asset Management
New York
$2.55M +$71.6K +945 +3%
Nordea Investment Management
391
Nordea Investment Management
Sweden
$2.53M -$11.8M -156,155 -82%
CANC
392
Culbertson A N & Co
Virginia
$2.51M +$37.7K +498 +2%
OTPPB
393
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.51M +$100K +1,320 +4%
CHAM
394
Clear Harbor Asset Management
Connecticut
$2.5M -$561K -7,402 -18%
CB
395
Chemical Bank
Michigan
$2.48M -$84.6K -1,116 -3%
KIA
396
KCM Investment Advisors
California
$2.43M -$15.7K -207 -0.6%
SIM
397
Sentry Investment Management
Wisconsin
$2.43M -$169K -2,233 -7%
RJA
398
Robshaw & Julian Associates
New York
$2.42M -$15.5K -205 -0.6%
SRCM
399
Swift Run Capital Management
Virginia
$2.41M
ACM
400
Argyle Capital Management
Pennsylvania
$2.39M