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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 %
MCM
526
Murphy Capital Management
New Jersey
$1.21M -$96.4K -1,271 -7%
ISL
527
Ingalls & Snyder LLC
New York
$1.2M -$32.2K -424 -3%
BUB
528
BBVA USA Bancshares
Texas
$1.2M -$149K -1,961 -11%
DCM
529
Delta Capital Management
New Jersey
$1.19M -$212K -2,797 -15%
SNT
530
Security National Trust
West Virginia
$1.18M +$33.4K +440 +3%
MA
531
Marshwinds Advisory
Georgia
$1.18M +$34.4K +454 +3%
VCAM
532
Van Cleef Asset Management
Ohio
$1.17M -$2.05K -27 -0.2%
HI
533
Hudock Inc
Pennsylvania
$1.16M +$397K +5,244 +52%
EFS
534
Essex Financial Services
Connecticut
$1.16M -$10.4K -137 -0.9%
HDIM
535
Hanson & Doremus Investment Management
Vermont
$1.16M
CA
536
Callahan Advisors
Texas
$1.16M -$212K -2,791 -15%
1SB
537
1ST Source Bank
Indiana
$1.15M -$3.33K -44 -0.3%
CPO
538
Cerity Partners OCIO
New York
$1.14M +$32.4K +436 +3%
CF
539
CenterStar Fund
Illinois
$1.14M -$453K
CIA
540
Cascade Investment Advisors
Oregon
$1.14M +$1.14M +15,000 New
PH
541
Pinnacle Holdings
Oklahoma
$1.14M -$3.18K -42 -0.3%
AP
542
AHL Partners
United Kingdom
$1.13M -$538K -7,092 -32%
FIM
543
FourPoints Investment Managers
France
$1.13M -$258K -3,400 -19%
BFM
544
Boston Financial Management
Massachusetts
$1.13M -$79.8K -1,052 -7%
LH
545
Lebenthal Holdings
New York
$1.13M -$165K -2,173 -13%
DMC
546
Drexel Morgan & Co
Pennsylvania
$1.13M -$2.73K -36 -0.2%
LAM
547
Lebenthal Asset Management
New York
$1.13M +$1.13M +14,837 New
FMBTD
548
First Midwest Bank Trust Division
Illinois
$1.12M +$320K +4,228 +40%
PFS
549
Physicians Financial Services
North Carolina
$1.12M -$40.6K -535 -4%
FFWA
550
FRG Family Wealth Advisors
Washington
$1.11M