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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 %
IMS
951
Index Management Solutions
Pennsylvania
$336K +$210K +1,927 +166%
NPPM
952
North Point Portfolio Managers
Ohio
$334K
AI
953
Accredited Investors
Minnesota
$332K +$1.96K +18 +0.6%
LFR
954
Lehman Financial Resources
Pennsylvania
$331K -$2.98M -27,450 -90%
BCB
955
Brian C. Broderick
$329K
NPF
956
Norris Perne & French
Michigan
$328K
CCM
957
Covington Capital Management
California
$327K
SOAMC
958
Spirit of America Management Corp
New York
$326K
ST
959
Sabal Trust
Florida
$326K
AHB
960
Abner Herrman & Brock
New Jersey
$326K +$10.9K +100 +3%
PPSG
961
Princeton Portfolio Strategies Group
New Jersey
$324K -$417K -3,837 -56%
ACA
962
Anchor Capital Advisors
Massachusetts
$324K
CC
963
Courier Capital
New York
$321K -$284K -2,610 -47%
W
964
Wealthfront
California
$321K +$92.8K +835 +41%
AWA
965
Arete Wealth Advisors
Illinois
$320K -$41.1K -378 -11%
Aristotle Capital Management
966
Aristotle Capital Management
California
$319K -$10.9K -100 -3%
CCM
967
Coldstream Capital Management
Washington
$319K +$319K +2,931 New
CCMG
968
Clark Capital Management Group
Pennsylvania
$317K -$32.3K -298 -9%
BFIM
969
Beese Fulmer Investment Management
Ohio
$316K
FAM
970
Fiduciary Asset Management
Missouri
$315K -$2.16M -19,900 -87%
WI
971
WHV Investments
California
$315K -$46.2K -425 -13%
KWMG
972
King Wealth Management Group
Florida
$314K -$4.24K -39 -1%
RT
973
Reliance Trust
Georgia
$313K -$194K -1,782 -38%
PHIMC
974
Private Harbour Investment Management & Counsel
Ohio
$309K +$16K +148 +5%
NEAM
975
New England Asset Management
Connecticut
$309K +$309K +2,840 New