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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 %
WEC
926
Winslow Evans & Crocker
Massachusetts
$198K -$18.5K -244 -9%
FFC
927
First Financial Corp
Indiana
$197K -$119K -1,565 -38%
FMLI
928
Fukoku Mutual Life Insurance
Japan
$197K
Carson Wealth (CWM LLC)
929
Carson Wealth (CWM LLC)
Nebraska
$195K +$129K +1,708 +197%
ECM
930
Estabrook Capital Management
New York
$193K
PFBT
931
Parkside Financial Bank & Trust
Missouri
$187K +$34.6K +458 +23%
WA
932
WealthTrust-Arizona
Arizona
$186K +$84K +1,107 +82%
CFA
933
CT Financial Advisors
Pennsylvania
$185K -$38.6K -509 -17%
WP
934
WealthPLAN Partners
Nebraska
$182K +$182K +3,661 New
MME
935
Meag Munich Ergo
Germany
$180K
AIM
936
Anchor Investment Management
South Carolina
$179K -$19.7K -260 -10%
EDRE
937
Edmond de Rothschild (Europe)
Luxembourg
$177K
FNBSF
938
First National Bank Sioux Falls
South Dakota
$175K
KT
939
Kanaly Trust
Texas
$173K -$1.14K -15 -0.7%
PFSC
940
Peoples Financial Services Corp
Pennsylvania
$171K
JCM
941
Jacobi Capital Management
Pennsylvania
$170K +$170K +2,277 New
KF
942
Krilogy Financial
Missouri
$169K +$50K +660 +42%
AAC
943
Asset Advisors Corp
Georgia
$166K +$11.3K +150 +7%
GLI
944
Guardian Life Insurance
New York
$165K +$2.19K +29 +1%
MCM
945
Manchester Capital Management
Vermont
$156K
LJHT
946
Laurie J. Hall Trustee
$143K
AssetMark Inc
947
AssetMark Inc
California
$140K +$72.2K +949 +106%
SWA
948
Sutton Wealth Advisors
Florida
$140K
CA
949
CapWealth Advisors
Tennessee
$128K +$7.6K +100 +6%
ACS
950
Archford Capital Strategies
Illinois
$128K +$128K +1,692 New