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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 %
CAG
876
Crestwood Advisors Group
Massachusetts
$429K -$14.7K -148 -3%
SAM
877
SignalPoint Asset Management
Missouri
$427K +$15K +151 +4%
SCM
878
Southport Capital Management
Tennessee
$426K -$69.3K -700 -14%
VWM
879
Vector Wealth Management
Minnesota
$425K -$99 -1 -0%
MHS
880
M Holdings Securities
Oregon
$425K +$157K +2,168 +58%
ACI
881
Alpha Cubed Investments
California
$424K -$463K -4,673 -52%
CC
882
Cognios Capital
Kansas
$421K -$848K -8,577 -67%
FSC
883
Fiduciary Services Corp
Georgia
$417K -$389K -3,933 -48%
RPGK
884
Retirement Planning Group (Kansas)
Kansas
$417K -$20.2K -204 -5%
ITIM
885
Indiana Trust & Investment Management
Indiana
$416K -$9.92K -100 -2%
AP
886
Atwood & Palmer
Missouri
$411K +$28.2K +285 +7%
CCM
887
Catawba Capital Management
Virginia
$408K -$1.48K -15 -0.4%
NAMA
888
Nikko Asset Management Americas
New York
$399K
AIM
889
Aspen Investment Management
Michigan
$398K -$458K -4,618 -53%
JFGIW
890
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$398K -$47.3K -478 -11%
PHS
891
Pekin Hardy Strauss
Illinois
$398K +$59.5K +601 +18%
AI
892
Atria Investments
North Carolina
$398K +$82.7K +835 +26%
DAM
893
Deltec Asset Management
New York
$396K
ARMT
894
Amica Retiree Medical Trust
Rhode Island
$396K
VC
895
Vicus Capital
Pennsylvania
$393K +$99 +1 +0%
BHIA
896
Birch Hill Investment Advisors
Massachusetts
$392K +$57.9K +585 +17%
VF
897
Virtu Financial
New York
$389K -$70.9K -717 -15%
PCA
898
Peddock Capital Advisors
Massachusetts
$389K
CL
899
Choreo LLC
Illinois
$386K -$45K -454 -10%
HCC
900
Hirtle Callaghan & Co
Pennsylvania
$386K -$12.9K -130 -3%