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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 %
1GA
976
1st Global Advisors
Texas
$306K -$8.9K -82 -3%
IUAM
977
Itau USA Asset Management
New York
$304K
MCM
978
Manchester Capital Management
Vermont
$301K -$25K -230 -8%
CAI
979
Capital Advisors Inc
Oklahoma
$300K
FFBTD
980
First Financial Bank - Trust Division
Ohio
$299K -$7.82K -72 -3%
MIAN
981
Mariner Independent Advisor Network
Kansas
$296K +$296K +2,724 New
RIG
982
Roosevelt Investment Group
New York
$296K -$16.8K -155 -5%
SAM
983
Sequent Asset Management
Texas
$295K -$109 -1 -0%
PFSC
984
Peoples Financial Services Corp
Pennsylvania
$294K -$10.9K -100 -4%
FNBSF
985
First National Bank Sioux Falls
South Dakota
$294K +$52.2K +480 +22%
FMLI
986
Fukoku Mutual Life Insurance
Japan
$293K
WRM
987
Weybosset Research & Management
Rhode Island
$293K
SCM
988
Salem Capital Management
Massachusetts
$293K
FNT
989
First National Trust
Pennsylvania
$292K -$18.4K -170 -6%
MIS
990
Morningstar Investment Services
Illinois
$291K -$262K -2,410 -47%
EA
991
Emerald Advisers
Pennsylvania
$291K -$27.9K -257 -9%
CBN
992
Cadence Bank NA
Texas
$288K -$19.2K -177 -6%
WKA
993
Wilson Kemp & Associates
Michigan
$288K
DT
994
Diversified Trust
Tennessee
$286K +$286K +2,632 New
HCA
995
Horan Capital Advisors
Ohio
$284K -$48.9K -450 -15%
MPI
996
Mairs & Power Inc
Minnesota
$281K -$14.6K -134 -5%
LCOV
997
London Company of Virginia
Virginia
$281K
HCM
998
Hutchinson Capital Management
California
$279K
TFA
999
Toth Financial Advisory
Virginia
$278K +$17.5K +161 +7%
MJP
1000
Michael J. Puzo
$277K -$326 -3 -0.1%