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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 %
STMM
1001
South Texas Money Management
Texas
$259K -$64.3K -646 -20%
MHS
1002
M Holdings Securities
Oregon
$257K -$75.5K -760 -23%
LCOV
1003
London Company of Virginia
Virginia
$257K +$257K +2,590 New
SAMC
1004
Shinko Asset Management Company
Japan
$256K -$25.4K -256 -9%
BST
1005
Bath Savings Trust
Maine
$255K -$4.98K -50 -2%
HCM
1006
Hutchinson Capital Management
California
$255K
HS
1007
Huntington Steele
Pennsylvania
$254K +$4.98K +50 +2%
MJP
1008
Michael J. Puzo
$253K
HPBT
1009
High Point Bank & Trust
North Carolina
$253K
DDPIC
1010
Deroy & Devereaux Private Investment Counsel
Michigan
$251K
CCM
1011
Cutler Capital Management
Massachusetts
$248K -$397K -4,000 -62%
WPC
1012
Waters Parkerson & Co
Louisiana
$248K
CP
1013
Camelot Portfolios
Ohio
$248K +$9.92K +100 +4%
AB
1014
Atlas Brown
Kentucky
$244K -$59.5K -600 -20%
GGPS
1015
Gary Goldberg Planning Services
New York
$244K +$97.6K +982 +67%
LCM
1016
LVM Capital Management
Michigan
$243K
MCWS
1017
McKinley Carter Wealth Services
West Virginia
$242K -$11.4K -115 -5%
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$242K
T
1019
Thomaspartners
Massachusetts
$240K -$14K -141 -6%
BOS
1020
Bingham Osborn & Scarborough
California
$240K +$240K +2,420 New
NPIT
1021
National Penn Investors Trust
Pennsylvania
$239K -$14.9K -150 -6%
RGNCM
1022
R.G. Niederhoffer Capital Management
New York
$239K +$239K +2,400 New
YMRC
1023
Yorktown Management & Research Company
Virginia
$238K
PI
1024
Pettee Investors
Connecticut
$238K
MME
1025
Meag Munich Ergo
Germany
$238K