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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 %
WA1
751
Wimmer Associates 1
California
$413K -$43.5K -575 -10%
IB
752
Intrust Bank
Kansas
$413K -$31K -409 -7%
MHS
753
M Holdings Securities
Oregon
$413K -$8.65K -114 -2%
KIC
754
Keating Investment Counselors
Florida
$407K -$1.14M -15,000 -74%
HVIA
755
Hudson Valley Investment Advisors
New York
$403K -$26.5K -350 -6%
OSNBOA
756
Old Second National Bank of Aurora
Illinois
$403K +$15.3K +201 +4%
GW
757
GW & Wade
Massachusetts
$400K +$152 +2 +0%
ACI
758
Alpha Cubed Investments
California
$399K -$95.5K -1,260 -19%
ANRIA
759
American National Registered Investment Advisor
Texas
$399K
KFS
760
Kurt F. Somerville
$398K
FCIM
761
Fairview Capital Investment Management
California
$397K
MNBTD
762
Moody National Bank Trust Division
Texas
$396K
RMDI
763
R.M. Davis Inc
Maine
$396K +$22K +290 +6%
WB
764
Webster Bank
Connecticut
$386K
UF
765
Univest Financial
Pennsylvania
$384K -$2.65K -35 -0.7%
GHA
766
GW Henssler & Associates
Georgia
$384K +$53.1K +700 +16%
AF
767
Arrow Financial
New York
$383K -$27.7K -365 -7%
SFWA
768
Summit Financial Wealth Advisors
Louisiana
$382K -$6.14K -81 -2%
HA
769
Hamel Associates
New Jersey
$381K
SCA
770
Sippican Capital Advisors
Massachusetts
$379K -$26.5K -350 -7%
BAM
771
Barrett Asset Management
New York
$379K
SCP
772
Sandhill Capital Partners
New York
$379K +$6.98K +92 +2%
MMG
773
Monetary Management Group
Missouri
$379K +$9.48K +125 +3%
ZF
774
Zhang Financial
Michigan
$378K
GBBWRPM
775
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$375K +$76 +1 +0%