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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 %
ST
851
Smithfield Trust
Pennsylvania
$524K
TIA
852
Trust Investment Advisors
Indiana
$523K -$23.9K -240 -4%
GIA
853
Granite Investment Advisors
New Hampshire
$522K -$47.2K -475 -8%
Verition Fund Management
854
Verition Fund Management
Connecticut
$517K +$9.94K +100 +2%
PRCM
855
Pine River Capital Management
Minnesota
$517K +$517K +5,200 New
First Manhattan
856
First Manhattan
New York
$515K -$824K -8,297 -62%
SYBT
857
Stock Yards Bank & Trust
Kentucky
$515K +$25.7K +259 +5%
SDJVC
858
St. Denis J. Villere & Co
Louisiana
$514K -$529K -5,325 -51%
CCP
859
Clarkston Capital Partners
Michigan
$510K +$136K +1,365 +36%
CWA
860
Constellation Wealth Advisors
New York
$507K
MIS
861
Morningstar Investment Services
Illinois
$505K +$77.5K +781 +18%
KB
862
Kimelman & Baird
New York
$502K +$49.7K +500 +11%
AB
863
AT Bancorp
Iowa
$501K -$16.7K -168 -3%
B
864
BancorpSouth
Mississippi
$497K
KIC
865
Keating Investment Counselors
Florida
$497K
SAM
866
SignalPoint Asset Management
Missouri
$495K -$170K -1,706 -26%
PAM
867
Private Asset Management
California
$495K
CL
868
Choreo LLC
Illinois
$495K +$495K +4,984 New
LG
869
LaFleur & Godfrey
Michigan
$489K +$204K +2,050 +71%
IPRC
870
Indices-Pac Research Corporation
New Jersey
$489K +$489K +4,921 New
GIS
871
Guardian Investor Services
New York
$488K -$19.1K -192 -4%
Loomis, Sayles & Company
872
Loomis, Sayles & Company
Massachusetts
$487K -$82.5K -830 -14%
Envestnet Asset Management
873
Envestnet Asset Management
Illinois
$487K -$21.4K -215 -4%
JFGIW
874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$487K +$51.7K +520 +12%
SG
875
Somerset Group
Minnesota
$485K -$4.97K -50 -1%