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Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
BRM
1001
Boston Research & Management
Massachusetts
$248K
WPC
1002
Waters Parkerson & Co
Louisiana
$248K
GGPS
1003
Gary Goldberg Planning Services
New York
$248K +$4.56K +46 +2%
CBN
1004
Cadence Bank NA
Texas
$247K -$15.7K -159 -6%
CG
1005
Colony Group
Massachusetts
$247K
FNT
1006
First National Trust
Pennsylvania
$246K -$20.8K -210 -8%
SAM
1007
Sequent Asset Management
Texas
$245K -$23.8K -240 -9%
SCA
1008
Strategic Capital Alternatives
United States
$245K +$245K +2,470 New
LCM
1009
LVM Capital Management
Michigan
$243K
BMO
1010
Beck Mack & Oliver
New York
$242K +$11.9K +120 +5%
HDIM
1011
Hanson & Doremus Investment Management
Vermont
$241K
MCWS
1012
McKinley Carter Wealth Services
West Virginia
$241K
TAM
1013
Trillium Asset Management
Massachusetts
$241K
WI
1014
WHV Investments
California
$239K -$48.6K -490 -17%
JWBC
1015
J.W. Burns & Co
New York
$238K -$1.31M -13,237 -85%
MME
1016
Meag Munich Ergo
Germany
$238K
YMRC
1017
Yorktown Management & Research Company
Virginia
$238K
PI
1018
Pettee Investors
Connecticut
$237K
RSVP
1019
Ramsay Stattman Vela & Price
Colorado
$234K
PFM
1020
Parsec Financial Management
North Carolina
$234K +$6.94K +70 +3%
BST
1021
Bath Savings Trust
Maine
$233K
BIC
1022
Beach Investment Counsel
Pennsylvania
$233K
SFSG
1023
Stearns Financial Services Group
North Carolina
$232K +$4.96K +50 +2%
IB
1024
Intrust Bank
Kansas
$232K +$15.7K +158 +7%
GT
1025
Greenleaf Trust
Michigan
$230K