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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 %
TCOT
876
Trust Company of Toledo
Ohio
$480K -$419K -4,216 -47%
BTW
877
Boston Trust Walden
Massachusetts
$480K +$12.1K +122 +3%
HI
878
Hudock Inc
Pennsylvania
$478K -$2.78K -28 -0.6%
FMC
879
First Merchants Corp
Indiana
$477K -$9.95K -100 -2%
IRS
880
Invictus RG (Singapore)
Singapore
$474K +$89.6K +902 +23%
CC
881
CQS Cayman
Cayman Islands
$467K +$467K +4,700 New
ITIM
882
Indiana Trust & Investment Management
Indiana
$464K -$187K -1,880 -29%
JWA
883
JFS Wealth Advisors
Pennsylvania
$463K -$201K -2,024 -30%
RT
884
Reliance Trust
Georgia
$463K -$25.1K -253 -5%
HW
885
Hancock Whitney
Mississippi
$460K +$460K +4,630 New
RCAG
886
Rehmann Capital Advisory Group
Michigan
$457K -$26K -262 -5%
DAS
887
Dynamic Advisor Solutions
Arizona
$456K -$369K -3,716 -45%
AP
888
Atwood & Palmer
Missouri
$456K
BP
889
Ballentine Partners
Massachusetts
$454K -$3.97K -40 -0.9%
PCM
890
Prelude Capital Management
New York
$453K -$71.2K -716 -14%
WAS
891
Winch Advisory Services
Wisconsin
$451K +$451K +4,540 New
CCA
892
Checchi Capital Advisers
California
$448K +$112K +1,132 +34%
FTI
893
Fiduciary Trust International
Massachusetts
$446K +$446K +4,484 New
RPGK
894
Retirement Planning Group (Kansas)
Kansas
$438K +$397 +4 +0.1%
PVWM
895
Point View Wealth Management
New Jersey
$435K
CIC
896
Crawford Investment Counsel
Georgia
$433K +$10.9K +110 +3%
PL
897
Perpetual Ltd
Australia
$431K -$66.4K -668 -13%
HCM
898
Horrell Capital Management
Arkansas
$429K
VF
899
Virtu Financial
New York
$426K +$426K +4,286 New
VWM
900
Vector Wealth Management
Minnesota
$423K -$121K -1,220 -22%