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Caterpillar

1,065 hedge funds and large institutions have $28.2B invested in Caterpillar in 2015 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 308 increasing their positions, 515 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
27.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
107
Increased
308
Reduced
515
Closed
87
Calls
$746M
Puts
$1.8B
Net Calls
-$1.05B
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Shares
Change %
AHC
701
Anderson Hoagland & Co
Missouri
$485K
DAS
702
Dynamic Advisor Solutions
Arizona
$485K +$485K +7,141 New
EVC
703
Eidelman Virant Capital
Missouri
$482K
MFP
704
Mosaic Financial Partners
California
$476K +$476K +7,000 New
SCM
705
SOL Capital Management
Maryland
$475K +$40.7K +600 +9%
Jones Financial Companies
706
Jones Financial Companies
Missouri
$470K -$14.6K -215 -3%
BFG
707
Beacon Financial Group
Texas
$465K +$128K +1,857 +38%
RWA
708
River Wealth Advisors
Pennsylvania
$457K -$39.4K -580 -8%
TSW
709
Thompson Siegel & Walmsley
Virginia
$452K
IPC
710
Independent Portfolio Consultants
Florida
$449K -$316K -4,655 -41%
CPA
711
Court Place Advisors
Maryland
$449K -$11.6K -170 -3%
WDA
712
Wendell David Associates
New Hampshire
$447K +$88.3K +1,300 +25%
BAS
713
Brown Advisory Securities
Maryland
$446K -$485K -7,176 -52%
IP
714
Investment Partners
Ohio
$445K -$12.2K -180 -3%
CIA
715
Choate Investment Advisors
Massachusetts
$445K +$92.2K +1,007 +26%
MMG
716
Monetary Management Group
Missouri
$440K -$20.4K -300 -4%
SAM
717
SignalPoint Asset Management
Missouri
$437K -$17.6K -259 -4%
Los Angeles Capital Management
718
Los Angeles Capital Management
California
$437K
PWAP
719
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$436K -$861K -12,678 -66%
CCA
720
Checchi Capital Advisers
California
$434K -$54.4K -801 -11%
PFP
721
Pinnacle Financial Partners
Tennessee
$429K -$261K -3,840 -38%
TC
722
Trust Company
Kansas
$426K +$93.8K +1,380 +28%
CTA
723
Colonial Trust Advisors
South Carolina
$426K
ACI
724
Alpha Cubed Investments
California
$425K +$13.4K +198 +3%
KIG
725
Kovitz Investment Group
Illinois
$421K -$43.1K -634 -9%