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Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
926
Strategy Asset Managers
California
$337K
OA
927
Oxbow Advisors
Texas
$334K
TC
928
TradeLink Capital
Illinois
$332K +$332K +3,353 New
CCM
929
Covington Capital Management
California
$330K +$39K +394 +13%
BC
930
Bartlett & Co
Ohio
$328K
NL
931
NWAM LLC
Washington
$328K +$2.08K +21 +0.6%
IMS
932
Index Management Solutions
Pennsylvania
$327K +$20.9K +211 +7%
EHC
933
Everett Harris & Co
California
$326K
SCA
934
STALEY CAPITAL ADVISERS
Pennsylvania
$322K +$14.9K +150 +5%
IIC
935
Ironwood Investment Counsel
Arizona
$320K -$13.6K -137 -4%
GC
936
Grimes & Company
Massachusetts
$319K +$12.1K +122 +4%
CCT
937
Country Club Trust
Missouri
$318K
NDSI
938
Newman Dignan & Sheerar Inc
Rhode Island
$311K -$1.88K -19 -0.6%
TNB
939
Thomasville National Bank
Georgia
$311K
HCM
940
Hilton Capital Management
New York
$308K
SSB
941
Sandy Spring Bank
Maryland
$307K -$47.7K -482 -13%
HIC
942
Hartline Investment Corp
Illinois
$306K
NPPM
943
North Point Portfolio Managers
Ohio
$305K
MPI
944
Mairs & Power Inc
Minnesota
$304K +$48.1K +486 +19%
HPBT
945
High Point Bank & Trust
North Carolina
$304K +$51.7K +522 +21%
WEC
946
Winslow Evans & Crocker
Massachusetts
$303K -$49.5K -500 -14%
LFR
947
Lehman Financial Resources
Pennsylvania
$302K
BHA
948
Beech Hill Advisors
New York
$301K -$569K -5,750 -65%
W
949
Wealthfront
California
$300K +$13.8K +139 +5%
BCB
950
Brian C. Broderick
$299K