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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 %
CPA
826
Court Place Advisors
Maryland
$551K
IRS
827
Invictus RG (Singapore)
Singapore
$547K -$292K -2,953 -35%
SFM
828
Systematic Financial Management
New Jersey
$545K -$13.1M -132,626 -96%
NGA
829
Naples Global Advisors
Florida
$540K
PP
830
Patten & Patten
Tennessee
$539K +$14.9K +150 +3%
FHC
831
First Heartland Consultants
Missouri
$537K -$1.29K -13 -0.2%
MWAC
832
Mariner Wealth Advisors (Cincinnati)
Ohio
$535K -$9.65M -97,469 -95%
KFS
833
Kurt F. Somerville
$535K -$74.3K -750 -12%
SCA
834
Sippican Capital Advisors
Massachusetts
$525K +$525K +5,300 New
PJSIMP
835
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K -$9.91K -100 -2%
AB
836
AT Bancorp
Iowa
$524K +$24.8K +250 +5%
ST
837
Smithfield Trust
Pennsylvania
$523K
FNB
838
First Niagara Bank
New York
$523K
GIA
839
Granite Investment Advisors
New Hampshire
$520K
PAM
840
Private Asset Management
California
$513K +$19.9K +201 +4%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$507K -$32.9K -332 -6%
CCG
842
Cypress Capital Group
Florida
$506K
BB
843
Bell Bank
North Dakota
$503K -$37.1K -375 -7%
KB
844
Kimelman & Baird
New York
$500K
LW
845
Linscomb Wealth
Texas
$498K -$5.25K -53 -1%
OCM
846
One Capital Management
California
$498K
B
847
BancorpSouth
Mississippi
$496K
KIC
848
Keating Investment Counselors
Florida
$495K
SDJVC
849
St. Denis J. Villere & Co
Louisiana
$495K
TIA
850
Trust Investment Advisors
Indiana
$494K