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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 %
CPO
751
Cerity Partners OCIO
New York
$776K -$83.9K -848 -10%
PP
752
Paloma Partners
Connecticut
$770K -$5.62M -56,696 -88%
DD
753
Dominick & Dominick
New York
$769K -$86.7K -875 -10%
CAM
754
Centre Asset Management
New York
$763K +$763K +7,700 New
QIM
755
Quest Investment Management
Oregon
$761K
CBU
756
CIBC Bank USA
Illinois
$759K
FBT
757
First Bankers Trust
Kentucky
$756K +$7.43K +75 +1%
TSW
758
Thompson Siegel & Walmsley
Virginia
$748K
PAA
759
Peregrine Asset Advisers
Oregon
$748K +$594 +6 +0.1%
NSIM
760
North Star Investment Management
Illinois
$748K +$132K +1,334 +21%
AHC
761
Anderson Hoagland & Co
Missouri
$747K
FTI
762
Fiduciary Trust International
Massachusetts
$746K +$55.5K +560 +8%
CWM
763
Concert Wealth Management
California
$744K -$51.5K -519 -6%
Fisher Asset Management
764
Fisher Asset Management
Washington
$742K -$68.6K -693 -8%
CT
765
Coastline Trust
Rhode Island
$740K
GC
766
Garde Capital
Washington
$725K +$8.32K +84 +1%
IIM
767
Intact Investment Management
Quebec, Canada
$723K -$109K -1,100 -13%
ANBTV
768
American National Bank & Trust (Virginia)
Virginia
$722K +$175K +1,765 +32%
SPC
769
Stewart & Patten Company
California
$721K -$46.3K -467 -6%
PSI
770
Pinnacle Summer Investments
Virginia
$717K +$12.9K +130 +2%
SCP
771
Sandhill Capital Partners
New York
$709K +$73.9K +747 +12%
EVC
772
Eidelman Virant Capital
Missouri
$703K
NAM
773
North American Management
Massachusetts
$701K -$815K -8,230 -54%
LOCC
774
Lombard Odier & Cie (Canada)
Quebec, Canada
$699K
HB
775
Homrich & Berg
Georgia
$697K +$697K +7,037 New