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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 %
OC
776
Oarsman Capital
Wisconsin
$374K -$30.3K -400 -7%
BA
777
BKS Advisors
Michigan
$371K -$10.2K -134 -3%
CIS
778
Capital International Sarl
California
$371K +$144K +1,900 +63%
SG
779
Somerset Group
Minnesota
$370K
SPC
780
Stewart & Patten Company
California
$368K
WAM
781
Wealthspire Advisors (Maryland)
Maryland
$367K -$7.05K -93 -2%
TWM
782
Torch Wealth Management
Ohio
$366K +$11.6K +153 +3%
PFS
783
Prospera Financial Services
Texas
$366K +$91.9K +1,211 +34%
DSC
784
Duncker Streett & Co
Missouri
$365K
AIM
785
Aspen Investment Management
Michigan
$364K -$9.48K -125 -3%
KA
786
Kovack Advisors
Florida
$363K -$93.5K -1,233 -20%
JFA
787
Johanson Financial Advisors
California
$361K +$3.64K +48 +1%
ACM
788
Alpha Capital Management
Texas
$361K +$87.7K +1,158 +32%
Fisher Asset Management
789
Fisher Asset Management
Washington
$360K -$122K -1,565 -25%
PTC
790
Private Trust Company
Ohio
$356K -$19.3K -255 -5%
MPI
791
Mairs & Power Inc
Minnesota
$355K -$3.79K -50 -1%
VWA
792
V Wealth Advisors
Kansas
$355K -$3.59K -47 -1%
TBA
793
Train Babcock Advisors
New York
$354K -$3.79K -50 -1%
FCBT
794
First Citizens Bank & Trust
North Carolina
$352K +$12.7K +167 +4%
CCA
795
Checchi Capital Advisers
California
$348K -$10.6K -140 -3%
AF
796
Affiance Financial
Minnesota
$347K
GP
797
Girard Partners
Pennsylvania
$345K -$77.5K -1,022 -18%
AB
798
AT Bancorp
Iowa
$342K
AB
799
Atlas Brown
Kentucky
$340K -$15.8K -208 -4%
Verition Fund Management
800
Verition Fund Management
Connecticut
$340K +$340K +4,486 New