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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 %
BTNA
926
Bremer Trust National Association
Minnesota
$363K
PFBT
927
Parkside Financial Bank & Trust
Missouri
$360K +$3.67K +37 +1%
GLI
928
Guardian Life Insurance
New York
$356K -$696 -7 -0.2%
AAMU
929
Amundi Asset Management US
Massachusetts
$354K -$67.7K -682 -16%
WAM
930
Winslow Asset Management
Ohio
$353K
BONST
931
Bank of Nova Scotia Trust
Ontario, Canada
$348K -$39.8K -400 -10%
HCM
932
Harvey Capital Management
Florida
$347K +$49.6K +500 +17%
BC
933
Bartlett & Co
Ohio
$346K +$7.15K +72 +2%
TTWM
934
TCV Trust & Wealth Management
Virginia
$338K -$28.9K -290 -8%
SAM
935
Strategy Asset Managers
California
$338K
BHIA
936
Birch Hill Investment Advisors
Massachusetts
$335K
IIC
937
Ironwood Investment Counsel
Arizona
$334K -$14.8K -149 -4%
WI
938
WHV Investments
California
$330K -$74.5K -750 -18%
AWA
939
Arete Wealth Advisors
Illinois
$330K -$36.4K -366 -10%
EHC
940
Everett Harris & Co
California
$327K
AI
941
Atria Investments
North Carolina
$323K -$12.4K -125 -4%
CCMG
942
Clark Capital Management Group
Pennsylvania
$320K -$44.6K -449 -12%
TT
943
Tower Trust
Indiana
$318K +$995 +10 +0.3%
TFF
944
Timothy F. Fidgeon
$316K
WEC
945
Winslow Evans & Crocker
Massachusetts
$314K -$11.4K -115 -4%
GHA
946
GW Henssler & Associates
Georgia
$310K -$2.61M -26,243 -89%
HCM
947
Hilton Capital Management
New York
$309K
SCA
948
STALEY CAPITAL ADVISERS
Pennsylvania
$308K
ANBTV
949
American National Bank & Trust (Virginia)
Virginia
$308K +$37.2K +375 +14%
SEC
950
Seven Eight Capital
New York
$308K +$308K +3,100 New