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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 %
VNA
851
Valley National Advisers
Pennsylvania
$252K -$18.3K -242 -7%
WPC
852
Waters Parkerson & Co
Louisiana
$252K -$11.6K -153 -4%
BRM
853
Boston Research & Management
Massachusetts
$252K
BLAM
854
Bourne Lent Asset Management
New York
$250K
CTA
855
Chesley Taft & Associates
Illinois
$250K
P
856
Pitcairn
Pennsylvania
$250K +$1.06K +14 +0.4%
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K +$162K +2,143 +194%
DIA
858
Davidson Investment Advisors
Montana
$245K -$4.8M -63,393 -95%
PAM
859
Private Asset Management
California
$245K -$15.2K -200 -6%
BO
860
Bank OZK
Arkansas
$245K +$245K +3,231 New
CHJWM
861
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K +$11.3K +150 +5%
BCM
862
Bienville Capital Management
New York
$243K +$243K +3,200 New
WAM
863
Winslow Asset Management
Ohio
$239K
LPT
864
Legacy Private Trust
Wisconsin
$238K -$77.9K -1,028 -25%
IIC
865
Ironwood Investment Counsel
Arizona
$238K +$238K +3,137 New
TCOT
866
Trust Company of Toledo
Ohio
$237K -$43.5K -575 -16%
NG
867
Northstar Group
New York
$237K -$37.1K -489 -14%
CCG
868
Cypress Capital Group
Florida
$237K +$32.9K +435 +16%
SIA
869
Starfire Investment Advisers
Michigan
$237K
First Manhattan
870
First Manhattan
New York
$236K +$379 +5 +0.2%
SIM
871
Sterling Investment Management
Arizona
$235K +$76 +1 +0%
IH
872
IFC Holdings
Florida
$235K +$29.5K +387 +14%
MCWS
873
McKinley Carter Wealth Services
West Virginia
$234K
SFG
874
SevenBridge Financial Group
Pennsylvania
$234K +$234K +3,085 New
NPPM
875
North Point Portfolio Managers
Ohio
$233K