CAT icon

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 %
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$740K -$52.3K -690 -7%
BCM
627
Boltwood Capital Management
California
$739K
BA
628
Birinyi Associates
Connecticut
$739K +$37.9K +500 +5%
WA
629
WFG Advisors
Texas
$736K +$27.1K +358 +4%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$732K -$25.6K -338 -3%
NPC
631
National Planning Corporation
California
$724K -$33.7K -414 -4%
AMG
632
Asset Management Group
Connecticut
$719K +$6.21K +82 +0.9%
CFG
633
Citizens Financial Group
Rhode Island
$715K -$110K -1,445 -13%
FPCG
634
Fort Pitt Capital Group
Pennsylvania
$712K +$3.79K +50 +0.5%
TYCC
635
Texas Yale Capital Corp
Florida
$712K +$78.1K +1,030 +12%
LBC
636
Lowe Brockenbrough & Co
Virginia
$709K -$1.22M -16,046 -63%
BHC
637
Bowen Hanes & Co
Florida
$708K -$70.1K -925 -9%
WB
638
WesBanco Bank
West Virginia
$706K -$147K -1,934 -17%
ASN
639
Advisory Services Network
Georgia
$705K +$47.3K +624 +7%
VF
640
Virtu Financial
New York
$696K +$274K +3,611 +65%
AP
641
Advisor Partners
California
$695K +$17.9K +236 +3%
ICAS
642
Investors Capital Advisory Services
Massachusetts
$692K -$38.4K -507 -5%
SC
643
Savant Capital
Illinois
$682K +$23.6K +311 +4%
BAC
644
Boys Arnold & Co
North Carolina
$679K +$679K +8,960 New
SL
645
Summitry LLC
California
$671K +$249K +3,280 +59%
Luther King Capital Management (LKCM)
646
Luther King Capital Management (LKCM)
Texas
$670K +$10.8K +142 +2%
NFG
647
Next Financial Group
Texas
$666K -$56.3K -744 -8%
WOC
648
West Oak Capital
California
$662K -$17.4K -230 -3%
WA
649
WBH Advisory
Maryland
$661K -$4.54K -60 -0.7%
OA
650
Oxbow Advisors
Texas
$661K +$15.2K +200 +2%