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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 %
Fuller & Thaler Asset Management
726
Fuller & Thaler Asset Management
California
$421K
Fisher Asset Management
727
Fisher Asset Management
Washington
$419K -$488K -7,177 -54%
ClearBridge Investments
728
ClearBridge Investments
New York
$416K -$687K -10,100 -62%
VC
729
Vicus Capital
Pennsylvania
$415K +$142K +2,090 +52%
RWA
730
Ropes Wealth Advisors
Massachusetts
$413K +$70.3K +1,034 +21%
WA1
731
Wimmer Associates 1
California
$413K +$413K +6,079 New
WB
732
Webster Bank
Connecticut
$407K +$51.9K +764 +15%
PVWM
733
Point View Wealth Management
New Jersey
$405K +$136K +1,999 +51%
BHA
734
Beech Hill Advisors
New York
$404K +$129K +1,900 +47%
CCFCSB
735
Cape Cod Five Cents Savings Bank
Massachusetts
$403K -$8.57K -126 -2%
HVIA
736
Hudson Valley Investment Advisors
New York
$402K -$25.8K -380 -6%
DIA
737
Denver Investment Advisors
Colorado
$401K -$8.5K -125 -2%
WC
738
Whitnell & Co
Illinois
$399K -$96.5K -1,422 -19%
OA
739
Oxbow Advisors
Texas
$398K -$10.9K -160 -3%
WSCM
740
Wellington Shields Capital Management
New York
$398K +$34K +500 +9%
BWAM
741
Boyd Watterson Asset Management
Ohio
$396K
GP
742
Girard Partners
Pennsylvania
$395K +$49.2K +724 +14%
CAM
743
CG Asset Management
New York
$394K -$190K -2,800 -33%
FBT
744
First Bankers Trust
Kentucky
$390K -$87.2K -1,285 -18%
FFBTD
745
First Financial Bank - Trust Division
Ohio
$388K -$9.72K -143 -2%
JIM
746
Jensen Investment Management
Oregon
$387K -$11.5K -170 -3%
WAM
747
Wealthspire Advisors (Maryland)
Maryland
$387K +$387K +5,694 New
FA
748
FDx Advisors
Illinois
$386K -$106K -1,555 -22%
JWA
749
JFS Wealth Advisors
Pennsylvania
$386K +$9.3K +137 +2%
NSIM
750
North Star Investment Management
Illinois
$385K