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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 %
ICOA
426
Investment Centers of America
North Dakota
$1.95M -$533K -6,985 -22%
BC
427
Barnett & Company
Tennessee
$1.94M -$53.1K -700 -3%
Truist Financial
428
Truist Financial
North Carolina
$1.94M -$163K -2,149 -8%
V
429
Veritable
Delaware
$1.94M +$256K +3,378 +15%
SCA
430
Snowden Capital Advisors
New York
$1.92M +$1.44M +19,006 +298%
BPC
431
Banque Pictet & Cie
Switzerland
$1.92M -$3.79K -50 -0.2%
APFBOT
432
Amica Pension Fund Board of Trustees
Rhode Island
$1.91M
RC
433
RegentAtlantic Capital
New Jersey
$1.9M -$495K -6,530 -21%
IMOV
434
Investment Management of Virginia
Virginia
$1.86M +$31.8K +420 +2%
MIM
435
Montgomery Investment Management
Maryland
$1.86M +$457K +6,021 +32%
NRS
436
Neville Rodie & Shaw
New York
$1.86M
FAAS
437
First Allied Advisory Services
California
$1.85M -$7.51K -98 -0.4%
JC
438
Jacobs & Co
California
$1.85M +$49.3K +651 +3%
HAG
439
HighPoint Advisor Group
Illinois
$1.85M +$401K +4,836 +28%
Wolverine Trading
440
Wolverine Trading
Illinois
$1.84M +$1.84M +24,831 New
ECM
441
Element Capital Management
New York
$1.83M -$371K -4,893 -17%
LIM
442
Loudon Investment Management
New Hampshire
$1.82M -$60.6K -800 -3%
CIA
443
Capital Investment Advisors
Georgia
$1.82M +$348K +4,588 +24%
Mirae Asset Global Investments
444
Mirae Asset Global Investments
South Korea
$1.79M -$377K -4,967 -17%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M -$210K -2,775 -11%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$1.76M +$112K +1,479 +7%
NIC
447
Northwest Investment Counselors
Oregon
$1.75M +$174K +2,301 +11%
Jane Street
448
Jane Street
New York
$1.74M -$1.73M -22,845 -50%
KL
449
KWMG LLC
Kansas
$1.73M +$44.7K +589 +3%
RGI
450
River Global Investors
United Kingdom
$1.73M +$720K +9,500 +72%