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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 %
WSCM
826
Wellington Shields Capital Management
New York
$572K -$19.9K -200 -3%
ANRIA
827
American National Registered Investment Advisor
Texas
$568K
AT
828
Acadia Trust
Maine
$567K
GAM
829
Garrison Asset Management
Arkansas
$567K +$567K +5,709 New
MNBTD
830
Moody National Bank Trust Division
Texas
$566K
FHC
831
First Heartland Consultants
Missouri
$565K -$2.38K -24 -0.4%
ANB
832
Amarillo National Bank
Texas
$561K -$64.5K -650 -10%
CCA
833
Catalyst Capital Advisors
New York
$561K +$561K +5,646 New
SBWM
834
Sunflower Bank Wealth Management
Arizona
$558K
SLG
835
Stanley-Laman Group
Pennsylvania
$558K +$558K +5,615 New
HCM
836
Highbridge Capital Management
New York
$556K -$30.7K -309 -5%
CAG
837
Crestwood Advisors Group
Massachusetts
$555K
RIA
838
Regal Investment Advisors
Michigan
$555K +$79.3K +797 +17%
CC
839
Courier Capital
New York
$553K -$50.7K -510 -8%
CPA
840
Court Place Advisors
Maryland
$553K +$9.93K +100 +2%
AUB
841
Atlantic Union Bankshares
Virginia
$553K +$553K +6,630 New
OCM
842
One Capital Management
California
$549K +$549K +5,529 New
JIM
843
Jensen Investment Management
Oregon
$541K -$59.7K -600 -10%
FNB
844
First Niagara Bank
New York
$540K -$57.2K -575 -10%
BBNB
845
Baker Boyer National Bank
Washington
$537K
LW
846
Linscomb Wealth
Texas
$536K +$174K +1,752 +48%
PJSIMP
847
P.J. Schmidt Investment Management (PJS)
Wisconsin
$535K -$360K -3,629 -40%
NGA
848
Naples Global Advisors
Florida
$534K +$78K +785 +17%
CCG
849
Cypress Capital Group
Florida
$528K
VFS
850
VSR Financial Services
Kansas
$526K -$51.4K -517 -9%