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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 %
PAA
676
Peregrine Asset Advisers
Oregon
$577K +$758 +10 +0.1%
B
677
BancorpSouth
Mississippi
$573K -$1.28M -16,815 -69%
DPIM
678
Duff & Phelps Investment Management
Illinois
$573K -$14.4K -190 -2%
RB
679
Rodgers Brothers
Pennsylvania
$571K -$30.2K -398 -5%
RC
680
RBO & Co
California
$571K +$19K +250 +3%
MRCM
681
M&R Capital Management
New Jersey
$570K +$313K +8,226 +121%
FSA
682
Franklin Street Advisors
North Carolina
$569K +$13.3K +175 +2%
QIM
683
Quest Investment Management
Oregon
$564K
CPA
684
Court Place Advisors
Maryland
$564K +$29.5K +389 +6%
IP
685
Investment Partners
Ohio
$563K -$220K -2,905 -28%
SMC
686
Smith, Moore & Co
Missouri
$561K -$7.51K -99 -1%
SCM
687
SOL Capital Management
Maryland
$561K +$7.59K +100 +1%
CWP
688
Capital Wealth Planning
Florida
$556K
PAM
689
Palisade Asset Management
Minnesota
$553K -$45.5K -600 -8%
MI
690
Montage Investments
Kansas
$546K -$114K -1,500 -17%
SSWM
691
Smith Salley Wealth Management
North Carolina
$541K
WCM
692
Windsor Capital Management
Arizona
$540K +$136K +1,795 +34%
EVC
693
Eidelman Virant Capital
Missouri
$538K
MBTD
694
Mechanics Bank - Trust Department
California
$534K -$30.3K -400 -5%
IPC
695
Independent Portfolio Consultants
Florida
$534K +$15.5K +205 +3%
AT
696
Argent Trust
Texas
$531K -$111K -1,461 -17%
MFP
697
Mosaic Financial Partners
California
$531K
GC
698
Garde Capital
Washington
$530K -$104K -1,375 -16%
BCM
699
BlueCrest Capital Management
Jersey
$527K +$527K +6,950 New
GP
700
GLG Partners
United Kingdom
$523K