CAT icon

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 %
DHFB
876
Dixon Hubard Feinour & Brown
Virginia
$233K +$13.3K +175 +6%
MA
877
MCF Advisors
Kentucky
$233K +$17.5K +231 +8%
S
878
SignatureFD
Georgia
$233K +$18.9K +250 +9%
CD
879
Carl Domino
Florida
$231K -$22.7K -299 -9%
MFW
880
Mosaic Family Wealth
Missouri
$229K -$95.6K -1,259 -29%
SGAM
881
Steinberg Global Asset Management
Florida
$229K
BCB
882
Brian C. Broderick
$229K
SIG
883
Schooner Investment Group
Pennsylvania
$229K
HSA
884
HBK Sorce Advisory
Pennsylvania
$229K +$229K +3,017 New
BC
885
Bartlett & Co
Ohio
$228K
BWA
886
Burt Wealth Advisors
Maryland
$227K -$12K -158 -5%
HA
887
Halsey Associates
Connecticut
$227K
SOAMC
888
Spirit of America Management Corp
New York
$227K
DIS
889
Diversified Investment Strategies
Louisiana
$226K
PPSG
890
Princeton Portfolio Strategies Group
New Jersey
$226K
IC
891
Intersect Capital
California
$225K +$531 +7 +0.2%
ClearBridge Investments
892
ClearBridge Investments
New York
$224K -$270K -3,558 -55%
HTC
893
Haverford Trust Company
Pennsylvania
$224K -$94.9K -1,250 -30%
CFA
894
Carroll Financial Associates
North Carolina
$224K +$16.8K +222 +8%
LFR
895
Lehman Financial Resources
Pennsylvania
$223K
DWM
896
Destination Wealth Management
California
$221K +$221K +2,909 New
AAM
897
Autus Asset Management
Arizona
$220K -$48.2K -635 -18%
VCM
898
Violich Capital Management
California
$220K
WRM
899
Weybosset Research & Management
Rhode Island
$220K +$220K +2,900 New
LOAMS
900
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K -$119K -1,576 -35%