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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 %
HIC
951
Hartline Investment Corp
Illinois
$307K
MSU
952
Maple Securities USA
New Jersey
$306K -$119K -1,199 -28%
ACM
953
Apex Capital Management
Ohio
$306K -$54K -544 -15%
NPPM
954
North Point Portfolio Managers
Ohio
$306K -$7.46K -75 -2%
HCA
955
Horan Capital Advisors
Ohio
$305K
GC
956
Grimes & Company
Massachusetts
$304K +$695 +7 +0.2%
TNB
957
Thomasville National Bank
Georgia
$302K -$10.4K -105 -3%
AI
958
Accredited Investors
Minnesota
$302K +$199 +2 +0.1%
Aristotle Capital Management
959
Aristotle Capital Management
California
$301K -$49.6K -500 -14%
NPF
960
Norris Perne & French
Michigan
$300K -$150K -1,505 -33%
BHB
961
Bank Hapoalim BM
Israel
$300K -$17.1K -172 -5%
BCB
962
Brian C. Broderick
$300K
WMSA
963
Weiss Multi-Strategy Advisers
New York
$299K -$6.05M -60,860 -95%
ST
964
Sabal Trust
Florida
$298K
MCM
965
Manchester Capital Management
Vermont
$298K +$47.2K +475 +19%
SOAMC
966
Spirit of America Management Corp
New York
$298K +$298K +3,000 New
ACA
967
Anchor Capital Advisors
Massachusetts
$296K
BEAM
968
Baker Ellis Asset Management
Washington
$295K
FBFS
969
First Business Financial Services
Wisconsin
$294K +$51.4K +518 +21%
BRM
970
Boston Research & Management
Massachusetts
$293K
EA
971
Emerald Advisers
Pennsylvania
$292K -$34.5K -347 -11%
CCM
972
Covington Capital Management
California
$292K +$292K +2,940 New
KWMG
973
King Wealth Management Group
Florida
$291K +$15.7K +158 +6%
PFS
974
Prospera Financial Services
Texas
$290K -$182K -2,523 -39%
BFIM
975
Beese Fulmer Investment Management
Ohio
$289K -$4.97K -50 -2%