CAT icon

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 %
SAM
726
SignalPoint Asset Management
Missouri
$469K -$20.6K -272 -4%
RWA
727
Ropes Wealth Advisors
Massachusetts
$464K +$4.25K +56 +0.9%
CTA
728
Colonial Trust Advisors
South Carolina
$461K -$15.2K -200 -3%
Toronto Dominion Bank
729
Toronto Dominion Bank
Ontario, Canada
$456K -$102K -1,341 -18%
MSU
730
Mizuho Securities USA
New York
$454K +$454K +5,985 New
FBT
731
First Bankers Trust
Kentucky
$453K -$50.4K -665 -10%
FIM
732
Freedom Investment Management
Connecticut
$453K +$148K +1,953 +48%
Kovitz Investment Group Partners
733
Kovitz Investment Group Partners
Illinois
$449K -$12.4K -163 -3%
NSIM
734
North Star Investment Management
Illinois
$449K +$19K +250 +4%
RWA
735
River Wealth Advisors
Pennsylvania
$443K -$31.4K -415 -7%
Susquehanna International Group
736
Susquehanna International Group
Pennsylvania
$441K -$20.6M -271,059 -98%
DIA
737
Denver Investment Advisors
Colorado
$439K -$7.58K -100 -2%
SCM
738
Southport Capital Management
Tennessee
$439K +$60.6K +800 +16%
Mackenzie Financial
739
Mackenzie Financial
Ontario, Canada
$438K -$2.58M -33,974 -85%
BHA
740
Beech Hill Advisors
New York
$435K -$15.2K -200 -3%
JIM
741
Jensen Investment Management
Oregon
$432K -$15.9K -210 -4%
RIL
742
Rothschild Investment LLC
Illinois
$432K +$4.32K +57 +1%
BIC
743
Bridges Investment Counsel
Nebraska
$426K -$22.5K -297 -5%
GAM
744
Garrison Asset Management
Arkansas
$426K -$3.41K -45 -0.8%
JWA
745
JFS Wealth Advisors
Pennsylvania
$425K
ADL
746
Asset Dedication LLC
California
$423K +$64.1K +852 +18%
FFBTD
747
First Financial Bank - Trust Division
Ohio
$420K
BWAM
748
Boyd Watterson Asset Management
Ohio
$416K -$26.6K -350 -6%
BRWA
749
B. Riley Wealth Advisors
Florida
$415K -$20.4K -268 -5%
BIG
750
Bellwether Investment Group
Tennessee
$415K +$415K +5,471 New