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Caterpillar

1,083 hedge funds and large institutions have $30.6B invested in Caterpillar in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 414 increasing their positions, 410 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
28.9%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.45%
New
102
Increased
414
Reduced
410
Closed
69
Calls
$1.02B
Puts
$1.65B
Net Calls
-$621M
Net Calls Change
+$433M
Name Holding Trade Value Shares
Change
Shares
Change %
SMH
876
Sanders Morris Harris
Texas
$259K +$259K +3,517 New
BHIA
877
Birch Hill Investment Advisors
Massachusetts
$258K
CD
878
Carl Domino
Florida
$256K -$103K -1,349 -29%
BRM
879
Boston Research & Management
Massachusetts
$255K
BHBT
880
Burke & Herbert Bank & Trust
Virginia
$254K +$254K +3,312 New
FNT
881
First National Trust
Pennsylvania
$253K -$96.9K -1,265 -28%
CTA
882
Chesley Taft & Associates
Illinois
$253K -$15.3K -200 -6%
BLAM
883
Bourne Lent Asset Management
New York
$253K
P
884
Pitcairn
Pennsylvania
$252K +$5.37K +70 +2%
TCM
885
Traynor Capital Management
Pennsylvania
$247K +$247K +3,239 New
BWA
886
Burt Wealth Advisors
Maryland
$242K +$12.1K +158 +5%
BRWM
887
B. Riley Wealth Management
Tennessee
$241K -$14.6K -191 -6%
WAM
888
Winslow Asset Management
Ohio
$241K
MCM
889
MV Capital Management
Maryland
$241K +$4.9K +64 +2%
MAM
890
Mastrapasqua Asset Management
Tennessee
$240K +$240K +3,140 New
SIA
891
Starfire Investment Advisers
Michigan
$239K -$9.57K -125 -4%
ZB
892
Zions Bancorporation
Utah
$239K +$18.5K +242 +8%
SIM
893
Sterling Investment Management
Arizona
$238K -$22.9K -299 -9%
AP
894
Atwood & Palmer
Missouri
$238K
ACM
895
Argentus Capital Management
Texas
$238K +$54.4K +711 +30%
First Manhattan
896
First Manhattan
New York
$237K -$60.6K -795 -20%
MCWS
897
McKinley Carter Wealth Services
West Virginia
$236K -$2.75K -36 -1%
NPPM
898
North Point Portfolio Managers
Ohio
$235K
CHJWM
899
Carlton Hofferkamp & Jenks Wealth Management
Texas
$234K -$7.64K -100 -3%
SGAM
900
Steinberg Global Asset Management
Florida
$232K