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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 %
TSWM
701
Triangle Securities Wealth Management
North Carolina
$520K -$204K -2,695 -28%
PL
702
Perpetual Ltd
Australia
$516K -$75.8K -1,000 -13%
MIP
703
Marietta Investment Partners
Wisconsin
$516K +$137K +1,800 +36%
FTI
704
Fiduciary Trust International
Massachusetts
$512K -$97.9K -1,291 -16%
PWAP
705
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$510K +$23.3K +307 +5%
Cetera Investment Advisers
706
Cetera Investment Advisers
Illinois
$509K -$45.6K -599 -8%
TL
707
Tirschwell & Loewy
New York
$508K +$133K +1,750 +35%
WSCM
708
Wellington Shields Capital Management
New York
$505K -$7.58K -100 -1%
NAMA
709
Nikko Asset Management Americas
New York
$505K
Acadian Asset Management
710
Acadian Asset Management
Massachusetts
$505K +$93.8K +1,237 +23%
FWM
711
Frontier Wealth Management
Missouri
$502K -$15.2K -200 -3%
WSC
712
Wellington Shields & Co
New York
$502K +$236K +3,106 +88%
TSW
713
Thompson Siegel & Walmsley
Virginia
$499K
FBC
714
Fairfield, Bush & Co
Connecticut
$498K
CCM
715
Crossvault Capital Management
Texas
$497K +$53.1K +700 +12%
CONA
716
Capital One National Association
New York
$493K -$25.6K -338 -5%
CCFCSB
717
Cape Cod Five Cents Savings Bank
Massachusetts
$493K +$24.6K +325 +5%
DAS
718
Dynamic Advisor Solutions
Arizona
$490K -$96.6K -1,275 -16%
MYAM
719
Meiji Yasuda Asset Management
Japan
$490K +$280K +3,700 +134%
VC
720
Vicus Capital
Pennsylvania
$487K -$16K -211 -3%
EWM
721
Endurance Wealth Management
Rhode Island
$485K -$584K -7,689 -55%
Jones Financial Companies
722
Jones Financial Companies
Missouri
$477K -$67.9K -895 -12%
PHS
723
Pekin Hardy Strauss
Illinois
$477K -$59.4K -784 -11%
TC
724
Trust Company
Kansas
$477K
CI
725
Capital International
California
$470K -$1.17M -15,400 -71%