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Caterpillar

1,127 hedge funds and large institutions have $33.5B invested in Caterpillar in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+13
Holders Change %
+1.17%
% of All Funds
30.39%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
93
Increased
375
Reduced
483
Closed
68
Calls
$865M
Puts
$1.47B
Net Calls
-$601M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
676
Voya Financial Advisors
Connecticut
$861K +$26.3K +308 +3%
WCBA
677
Weaver C. Barksdale & Associates
Tennessee
$858K +$858K +10,121 New
CI Investments Inc
678
CI Investments Inc
Ontario, Canada
$848K +$848K +10,000 New
CT
679
Coastline Trust
Rhode Island
$843K +$38.1K +450 +5%
PFP
680
Pinnacle Financial Partners
Tennessee
$840K +$197K +2,320 +31%
SFP
681
Santa Fe Partners
New Mexico
$837K -$928K -10,949 -53%
BAM
682
Burnham Asset Management
New York
$823K -$3.82K -45 -0.5%
DBIA
683
Dumont & Blake Investment Advisors
New Jersey
$805K
MMG
684
Monetary Management Group
Missouri
$801K +$12.7K +150 +2%
Luther King Capital Management (LKCM)
685
Luther King Capital Management (LKCM)
Texas
$800K -$13.6K -160 -2%
SJIM
686
St. Johns Investment Management
Florida
$799K -$18.7K -221 -2%
SACTSONJ
687
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$794K
PNC
688
Park National Corp
Ohio
$793K -$227K -2,681 -22%
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$791K +$23.7K +279 +3%
BFA
690
Bragg Financial Advisors
North Carolina
$790K -$4.75K -56 -0.6%
DMC
691
Drexel Morgan & Co
Pennsylvania
$784K +$58.1K +685 +8%
AGM
692
Alpine Global Management
New York
$779K +$418K +4,925 +116%
W
693
Wealthfront
California
$778K +$508K +5,996 +189%
CBU
694
CIBC Bank USA
Illinois
$776K +$163K +1,925 +27%
WS
695
Wedbush Securities
California
$773K -$473K -5,583 -38%
IC
696
InterOcean Capital
Illinois
$770K -$277K -3,270 -26%
CA
697
Cetera Advisors
Colorado
$765K -$33.6K -399 -4%
ODCM
698
Old Dominion Capital Management
Virginia
$757K +$42.4K +500 +6%
AP
699
AHL Partners
United Kingdom
$749K +$267K +3,149 +55%
FNBTCON
700
First National Bank & Trust Co of Newtown
Pennsylvania
$746K +$4.24K +50 +0.6%