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Caterpillar

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFCSB
801
Cape Cod Five Cents Savings Bank
Massachusetts
$644K -$22.7K -229 -3%
TAM
802
Taurus Asset Management
New York
$643K +$209K +2,100 +48%
FCIM
803
Fairview Capital Investment Management
California
$640K
BWAM
804
Boyd Watterson Asset Management
Ohio
$639K
SCM
805
Southport Capital Management
Tennessee
$636K -$516K -5,200 -45%
DSN
806
D. Scott Neal
Kentucky
$636K
OSNBOA
807
Old Second National Bank of Aurora
Illinois
$636K
TFO
808
Tarbox Family Office
California
$635K -$28.7K -280 -4%
DIA
809
Denver Investment Advisors
Colorado
$633K -$1.32M -13,315 -68%
AP
810
Advisor Partners
California
$631K +$16.5K +166 +3%
TBA
811
Train Babcock Advisors
New York
$628K -$249K -2,500 -28%
G
812
GlobalBridge
Minnesota
$624K -$7.26K -73 -1%
AMG
813
Asset Management Group
Connecticut
$623K +$21.5K +216 +4%
SCP
814
Sandhill Capital Partners
New York
$621K +$66.6K +670 +12%
KFS
815
Kurt F. Somerville
$612K -$174K -1,750 -22%
SC
816
Savant Capital
Illinois
$605K +$68.2K +686 +13%
SFU
817
Stonehage Fleming (UK)
United Kingdom
$600K -$25.8K -260 -4%
OC
818
Oarsman Capital
Wisconsin
$600K -$4.97K -50 -0.8%
PRA
819
Parametric Risk Advisors
Connecticut
$599K -$4.67M -46,955 -89%
NSIM
820
North Star Investment Management
Illinois
$595K -$41.3K -415 -6%
IPC
821
Independent Portfolio Consultants
Florida
$585K -$31.8K -320 -5%
S
822
SignatureFD
Georgia
$582K -$249K -2,501 -30%
LNWWM
823
Laird Norton Wetherby Wealth Management
California
$581K +$19.7K +198 +4%
FSA
824
Franklin Street Advisors
North Carolina
$580K
ICM
825
ICC Capital Management
Florida
$574K +$4.97K +50 +0.9%