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Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
651
Security National Trust
West Virginia
$1.25M -$465K -4,700 -27%
HC
652
Highmount Capital
New York
$1.25M +$121K +1,225 +11%
EOJOAM
653
E. Ohman J:or Asset Management
Sweden
$1.25M -$139K -1,400 -10%
MYAM
654
Meiji Yasuda Asset Management
Japan
$1.25M -$106K -1,070 -8%
MAM
655
Martingale Asset Management
Massachusetts
$1.24M -$436K -4,402 -26%
ACP
656
Ashfield Capital Partners
California
$1.24M
BOC
657
Barbara Oil Co
Illinois
$1.24M
QAM
658
Quantres Asset Management
Cayman Islands
$1.24M +$1.24M +12,500 New
DPIM
659
Duff & Phelps Investment Management
Illinois
$1.23M -$62.4K -630 -5%
JIC
660
Johnson Investment Counsel
Ohio
$1.23M -$8.42K -85 -0.7%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$1.23M +$100K +1,010 +9%
ST
662
Spinnaker Trust
Maine
$1.22M
RAM
663
Redmond Asset Management
Virginia
$1.22M +$73.2K +739 +6%
NPC
664
National Planning Corporation
California
$1.21M -$688K -7,065 -36%
CI
665
Constellation Investments
Ohio
$1.21M +$29.7K +300 +3%
PGIM
666
Pacific Global Investment Management
California
$1.2M -$5.94K -60 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
667
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.2M +$1.2M +12,100 New
CA
668
Cornerstone Advisors
North Carolina
$1.19M
CA
669
Cetera Advisors
Colorado
$1.16M -$327K -3,295 -22%
SHA
670
Smith Hayes Advisers
Nebraska
$1.16M +$3.17K +32 +0.3%
LBG
671
Lloyds Banking Group
United Kingdom
$1.15M +$921K +9,302 +399%
MHIM
672
MacNealy Hoover Investment Management
Ohio
$1.14M -$9.9K -100 -0.9%
BFEC
673
Benjamin F. Edwards & Company
Missouri
$1.14M -$445K -4,489 -28%
PAM
674
PartnerRe Asset Management
Connecticut
$1.14M -$176K -1,781 -13%
BAC
675
Boys Arnold & Co
North Carolina
$1.14M -$110K -1,110 -9%