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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 %
SYBT
901
Stock Yards Bank & Trust
Kentucky
$231K
BC
902
Bartlett & Co
Ohio
$231K
BCB
903
Brian C. Broderick
$231K
GF
904
Gerstein Fisher
New York
$231K +$231K +3,018 New
WC
905
Whitnell & Co
Illinois
$230K -$220K -2,873 -49%
HA
906
Halsey Associates
Connecticut
$230K -$30.7K -400 -12%
CIS
907
Capital International Sarl
California
$230K
SOAMC
908
Spirit of America Management Corp
New York
$230K
SIG
909
Schooner Investment Group
Pennsylvania
$230K
OWP
910
Obermeyer Wealth Partners
Colorado
$229K -$15.3K -200 -6%
DIS
911
Diversified Investment Strategies
Louisiana
$228K
PPSG
912
Princeton Portfolio Strategies Group
New Jersey
$228K
IC
913
Intersect Capital
California
$227K +$227K +2,960 New
CFA
914
CT Financial Advisors
Pennsylvania
$226K +$23K +301 +11%
LFR
915
Lehman Financial Resources
Pennsylvania
$225K -$15.3K -200 -6%
DHFB
916
Dixon Hubard Feinour & Brown
Virginia
$225K +$225K +2,899 New
Aristotle Capital Management
917
Aristotle Capital Management
California
$224K +$224K +2,932 New
VCM
918
Violich Capital Management
California
$222K -$38.3K -500 -15%
TNB
919
Thomasville National Bank
Georgia
$220K -$11.5K -150 -5%
WEC
920
Winslow Evans & Crocker
Massachusetts
$219K -$12.2K -160 -5%
MA
921
MCF Advisors
Kentucky
$218K +$99.8K +1,303 +84%
AI
922
Accredited Investors
Minnesota
$218K +$218K +2,853 New
CIA
923
Choate Investment Advisors
Massachusetts
$217K -$155K -2,022 -42%
ACPU
924
Arrowgrass Capital Partners (US)
Delaware
$216K -$755K -9,851 -78%
S
925
SignatureFD
Georgia
$216K +$6.04K +79 +3%