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Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
726
M&R Capital Management
New Jersey
$875K -$14.8K -150 -2%
RBC
727
Ronald Blue & Co
Georgia
$871K +$64.1K +648 +8%
FNBTCON
728
First National Bank & Trust Co of Newtown
Pennsylvania
$869K -$25.3K -255 -3%
Fuller & Thaler Asset Management
729
Fuller & Thaler Asset Management
California
$862K -$535K -5,400 -38%
SC
730
Savant Capital
Illinois
$848K +$219K +2,212 +35%
GP
731
Girard Partners
Pennsylvania
$842K -$436K -4,398 -34%
DMC
732
Drexel Morgan & Co
Pennsylvania
$842K -$93.7K -946 -10%
AT
733
Acadia Trust
Maine
$838K +$273K +2,760 +48%
VCM
734
Violich Capital Management
California
$837K -$99.1K -1,000 -11%
TSS
735
Thomas Story & Son
Indiana
$832K
ICM
736
ICC Capital Management
Florida
$828K +$236K +2,385 +40%
SCM
737
Siphron Capital Management
California
$825K -$9.9K -100 -1%
TIA
738
Tiemann Investment Advisors
California
$821K -$4.95K -50 -0.6%
DCM
739
Dynamic Capital Management
Jersey
$807K +$807K +8,149 New
CTA
740
Chesley Taft & Associates
Illinois
$806K
CTI
741
Community Trust & Investment
Kentucky
$802K
AMG
742
Asset Management Group
Connecticut
$799K +$176K +1,780 +28%
HRIA
743
Haberer Registered Investment Advisor
Ohio
$796K -$57K -575 -7%
ACS
744
Archford Capital Strategies
Illinois
$796K -$9.02K -91 -1%
WJA
745
Williams Jones & Associates
New York
$795K -$308K -3,110 -28%
SI
746
SII Investments
Wisconsin
$795K -$137K -1,382 -15%
PNC
747
Park National Corp
Ohio
$786K +$5.15K +52 +0.7%
BB
748
Busey Bank
Illinois
$780K -$39.1K -395 -5%
BPGAM
749
BTG Pactual Global Asset Management
Bermuda
$779K +$779K +7,875 New
KIG
750
Kovitz Investment Group
Illinois
$777K