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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 %
MWM
951
MinichMacGregor Wealth Management
New York
$123K +$908 +12 +0.7%
SAMC
952
Shinko Asset Management Company
Japan
$115K
AWM
953
Avior Wealth Management
Nebraska
$115K +$83.6K +1,100 +266%
CM
954
Castleark Management
Illinois
$114K
IIC
955
Integrated Investment Consultants
Michigan
$111K
AIM
956
Advantage Investment Management
Iowa
$106K
PAI
957
Pittenger & Anderson Inc
Nebraska
$100K +$1.89K +25 +2%
KKAMG
958
Kernodle & Katon Asset Management Group
Arkansas
$99K -$10.2K -135 -9%
FANJ
959
Financial Architects (New Jersey)
New Jersey
$98K +$76 +1 +0.1%
VIA
960
Vantage Investment Advisors
Pennsylvania
$98K +$1.45K +19 +1%
FIB
961
First Interstate Bank
Montana
$92K +$1.51K +20 +2%
AA
962
AlphaMark Advisors
Kentucky
$89K
RPG
963
Risk Paradigm Group
Texas
$89K
ACPU
964
Arrowgrass Capital Partners (US)
Delaware
$87K -$126K -1,666 -59%
PG
965
Patten Group
Tennessee
$86.7K +$531 +7 +0.6%
EFSCE
966
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$3.1K -41 -4%
KLWA
967
Kelly Lawrence W & Associates
California
$84K -$30.5K -400 -27%
LNB
968
Ledyard National Bank
$84K -$8.37K -110 -9%
QCG
969
Quadrant Capital Group
Ohio
$80K +$6.71K +102 +9%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K
JIC
971
Joel Isaacson & Co
New York
$74K +$75 +1 +0.1%
SFFS
972
Stonehage Fleming Financial Services
Jersey
$70K
IWM
973
Integrated Wealth Management
California
$70K +$5.37K +71 +8%
PI
974
PineBridge Investments
New York
$67K -$16.6K -218 -20%
CP
975
Corbenic Partners
Pennsylvania
$67K