CAT icon

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 %
HPBT
1001
High Point Bank & Trust
North Carolina
$277K
HS
1002
Huntington Steele
Pennsylvania
$277K
PBT
1003
Pictet Bank & Trust
Bahamas
$277K +$277K +2,550 New
CAM
1004
Carret Asset Management
New York
$276K +$21.7K +200 +9%
PCMK
1005
Paragon Capital Management (Kansas)
Kansas
$275K -$10.9K -100 -4%
BRM
1006
Boston Research & Management
Massachusetts
$272K -$47.6K -440 -15%
WPC
1007
Waters Parkerson & Co
Louisiana
$272K
CP
1008
Camelot Portfolios
Ohio
$272K
CG
1009
Colony Group
Massachusetts
$271K +$181K +1,670 +202%
HMS
1010
Hanseatic Management Services
New Mexico
$271K +$271K +2,490 New
SAMC
1011
Shinko Asset Management Company
Japan
$269K -$10.9K -100 -4%
GGPS
1012
Gary Goldberg Planning Services
New York
$267K +$217 +2 +0.1%
BOS
1013
Bank of Stockton
California
$267K +$15K +138 +6%
STMM
1014
South Texas Money Management
Texas
$266K -$16.6K -153 -6%
LCM
1015
LVM Capital Management
Michigan
$266K
TAM
1016
Trillium Asset Management
Massachusetts
$265K -$22.9K -210 -8%
MCWS
1017
McKinley Carter Wealth Services
West Virginia
$265K
FCH
1018
Freestone Capital Holdings
Washington
$265K +$17.9K +165 +7%
SCG
1019
Strategic Capital Group
Washington
$264K -$2.39M -22,041 -90%
HDIM
1020
Hanson & Doremus Investment Management
Vermont
$264K
T
1021
Thomaspartners
Massachusetts
$263K
BOS
1022
Bingham Osborn & Scarborough
California
$263K
YMRC
1023
Yorktown Management & Research Company
Virginia
$261K
PI
1024
Pettee Investors
Connecticut
$261K
MME
1025
Meag Munich Ergo
Germany
$261K