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 %
IAMOG
651
Investors Asset Management of Georgia
Georgia
$655K +$11.4K +150 +2%
CAM
652
Congress Asset Management
Massachusetts
$654K -$43.1K -569 -6%
KTC
653
Kistler-Tiffany Companies
Pennsylvania
$652K +$32K +422 +5%
WG
654
Welch Group
Alabama
$643K -$85K -1,121 -12%
CG
655
Caprock Group
Idaho
$640K +$226K +2,981 +55%
RCM
656
Riverhead Capital Management
Delaware
$637K -$13.1M -183,745 -95%
TSS
657
Thomas Story & Son
Indiana
$637K
BG
658
Bahl & Gaynor
Ohio
$634K -$214K -2,820 -25%
SAM
659
Sawgrass Asset Management
Florida
$630K -$15.2K -200 -2%
AT
660
Acadia Trust
Maine
$629K
AL
661
Agran Libbie
California
$628K -$37.5K -495 -6%
TIA
662
Tiemann Investment Advisors
California
$624K
CL
663
CPWM LLC
Washington
$620K -$3.26K -43 -0.5%
CTI
664
Community Trust & Investment
Kentucky
$614K
DSN
665
D. Scott Neal
Kentucky
$614K +$4.02K +53 +0.7%
MAM
666
Mizuho Asset Management
Japan
$613K +$307K +4,043 +100%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$610K +$55.4K +731 +10%
BFA
668
Bragg Financial Advisors
North Carolina
$606K -$16.7K -221 -3%
PVWM
669
Point View Wealth Management
New Jersey
$603K -$5K -66 -0.8%
BMC
670
Benin Management Corp
Connecticut
$602K +$15.2K +200 +3%
FWM
671
Focused Wealth Management
New York
$583K -$25.3K -334 -4%
UAS
672
United Asset Strategies
New York
$581K +$302K +3,989 +108%
Victory Capital Management
673
Victory Capital Management
Texas
$580K -$14.3K -188 -2%
WT
674
Washington Trust
Rhode Island
$579K -$9.48K -125 -2%
SJIM
675
St. Johns Investment Management
Florida
$579K +$2.73K +36 +0.5%