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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 %
GJIC
401
Gamble Jones Investment Counsel
California
$2.39M -$842K -11,103 -26%
CI
402
Conning Inc
Connecticut
$2.38M -$758 -10 -0%
SIC
403
Salem Investment Counselors
North Carolina
$2.35M +$107K +1,410 +5%
CAN
404
Cetera Advisor Networks
California
$2.34M -$104K -1,365 -4%
HCM
405
Howland Capital Management
Massachusetts
$2.34M
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$144K +1,903 +7%
BOCM
407
Bontempo Ohly Capital Management
Maryland
$2.32M -$40.2K -530 -2%
AMI
408
Amica Mutual Insurance
Rhode Island
$2.32M
SIC
409
Sigma Investment Counselors
Michigan
$2.31M -$13.9K -184 -0.6%
CFB
410
Cullen/Frost Bankers
Texas
$2.3M -$459K -6,048 -17%
LMIM
411
Lockheed Martin Investment Management
Maryland
$2.27M +$2.27M +30,000 New
ACA
412
Anchor Capital Advisors
Massachusetts
$2.27M -$1.55M -20,400 -41%
GLRA
413
Gerald L. Ray & Associates
Texas
$2.25M -$47K -620 -2%
BBHC
414
Brown Brothers Harriman & Co
New York
$2.22M +$5K +66 +0.2%
AB
415
Amalgamated Bank
New York
$2.21M +$393K +4,718 +22%
PP
416
Palladium Partners
Virginia
$2.19M +$25.4K +335 +1%
NLI
417
Nippon Life Insurance
Japan
$2.19M -$40.9K -539 -2%
PAM
418
PVG Asset Management
Colorado
$2.15M -$42.5K -560 -2%
FBNAT
419
FirstMerit Bank N.A. Trustee
Ohio
$2.13M -$9.55K -126 -0.4%
DG
420
Davidson & Garrard
Virginia
$2.11M -$27.7K -365 -1%
LIA
421
LS Investment Advisors
Michigan
$2.08M +$55.6K +733 +3%
CBU
422
CIBC Bank USA
Illinois
$2.05M
CA
423
Cetera Advisors
Colorado
$2.05M -$389K -5,109 -16%
FP
424
FDO Partners
Massachusetts
$2.02M +$1.56M +20,555 +337%
HAM
425
Highstreet Asset Management
Ontario, Canada
$1.99M +$91K +1,200 +5%