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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 %
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$1.72M +$94.5K +1,246 +6%
RT
452
Rockland Trust
Massachusetts
$1.71M +$136K +1,800 +9%
SC
453
SouthState Corp
Florida
$1.7M -$853K -11,256 -33%
SFA
454
Staton Financial Advisors
North Carolina
$1.7M +$83.8K +1,105 +5%
TCOV
455
Trust Company of Vermont
Vermont
$1.69M -$327K -4,314 -16%
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$1.69M +$3.11K +41 +0.2%
CA
457
Cullinan Associates
Kentucky
$1.69M -$174K -2,300 -9%
PA
458
Profund Advisors
Maryland
$1.69M +$390K +5,147 +30%
Two Sigma Investments
459
Two Sigma Investments
New York
$1.69M +$1.69M +22,230 New
DWA
460
Douglass Winthrop Advisors
New York
$1.68M -$751K -9,900 -31%
VKH
461
Virtu KCG Holdings
New York
$1.68M +$1.36M +17,900 +426%
OPCM
462
Osborne Partners Capital Management
California
$1.67M
TCT
463
TIAA CREF Trust
Missouri
$1.66M -$105K -1,381 -6%
RG
464
Rathbones Group
United Kingdom
$1.65M -$98.6K -1,300 -6%
GCA
465
Guardian Capital Advisors
Ontario, Canada
$1.64M +$116K +1,560 +8%
DCM
466
Dupont Capital Management
Delaware
$1.63M -$3.45M -45,451 -68%
HPIA
467
Hamilton Point Investment Advisors
North Carolina
$1.63M +$51.9K +685 +3%
UR
468
USCA RIA
Texas
$1.62M +$38.2K +504 +2%
EDRS
469
Edmond de Rothschild (Suisse)
Switzerland
$1.61M +$186K +2,450 +13%
BCM
470
Bluefin Capital Management
New York
$1.59M +$1.59M +20,994 New
WJA
471
Williams Jones & Associates
New York
$1.59M +$1.33M +17,588 +519%
PCMI
472
Princeton Capital Management Inc
New Jersey
$1.59M +$102K +1,352 +7%
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$1.58M -$27.5K -363 -2%
LRPA
474
L. Roy Papp & Associates
Arizona
$1.57M -$98.5K -1,300 -6%
GA
475
Geneva Advisors
Illinois
$1.56M -$193K -2,549 -11%