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Caterpillar

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AUB
926
Atlantic Union Bankshares
Virginia
$382K -$339K -3,115 -47%
PFP
927
Pinnacle Financial Partners
Tennessee
$381K -$49.7K -458 -12%
AAMU
928
Amundi Asset Management US
Massachusetts
$381K -$5.86K -54 -2%
PFS
929
Prospera Financial Services
Texas
$380K -$56.2K -518 -13%
HCM
930
Harvey Capital Management
Florida
$380K
AFG
931
Albion Financial Group
Utah
$373K +$373K +3,435 New
PHS
932
Pekin Hardy Strauss
Illinois
$372K -$87K -800 -19%
SAM
933
Strategy Asset Managers
California
$369K
BHIA
934
Birch Hill Investment Advisors
Massachusetts
$367K
OA
935
Oxbow Advisors
Texas
$366K -$43.4K -400 -11%
IIC
936
Ironwood Investment Counsel
Arizona
$366K +$978 +9 +0.3%
IH
937
IFC Holdings
Florida
$360K -$80.5K -737 -18%
BC
938
Bartlett & Co
Ohio
$360K -$18.7K -172 -5%
FBFS
939
First Business Financial Services
Wisconsin
$359K +$37.1K +342 +12%
EHC
940
Everett Harris & Co
California
$358K
ACM
941
Apex Capital Management
Ohio
$358K +$23K +212 +7%
NL
942
NWAM LLC
Washington
$358K +$358K +3,291 New
CCT
943
Country Club Trust
Missouri
$349K +$52.1K +480 +18%
MCM
944
MAI Capital Management
Ohio
$348K +$348K +3,200 New
AI
945
Atria Investments
North Carolina
$346K -$7.07K -65 -2%
TNB
946
Thomasville National Bank
Georgia
$341K +$10.9K +100 +3%
HCM
947
Hilton Capital Management
New York
$338K
SCA
948
STALEY CAPITAL ADVISERS
Pennsylvania
$337K
GC
949
Grimes & Company
Massachusetts
$337K +$4.03K +37 +1%
HIC
950
Hartline Investment Corp
Illinois
$336K