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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 %
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$34.9K -$233K -3,079 -87%
FPB
1002
First PREMIER Bank
South Dakota
$34K
TDC
1003
Thompson Davis & Co
Virginia
$33K -$44.6K -581 -57%
LWM
1004
Lenox Wealth Management
Ohio
$32K
PIM
1005
Parasol Investment Management
Illinois
$31K
PRS
1006
Pinkerton Retirement Specialists
Idaho
$31K +$31K +406 New
SFG
1007
Sage Financial Group
Pennsylvania
$30K
KA
1008
Klingman & Associates
New York
$30K
AC
1009
Alexandria Capital
Virginia
$29K -$21.2K -282 -42%
FPFS
1010
First Personal Financial Services
North Carolina
$29K +$4K +52 +16%
M
1011
MOTCO
Texas
$28K
ARMC
1012
American Research & Management Company
Massachusetts
$27K
CCMW
1013
Cypress Capital Management (Wyoming)
Wyoming
$25.1K -$144K -1,904 -85%
HR
1014
Howe & Rusling
New York
$25K -$2.58K -34 -9%
EWM
1015
Edge Wealth Management
New York
$23K
DBT
1016
Dubuque Bank & Trust
Iowa
$23K +$15.3K +200 +200%
KLI
1017
Kelman-Lazarov Inc
Tennessee
$22.9K
VCM
1018
Versant Capital Management
Arizona
$22K -$1.82K -25 -8%
OC
1019
Oakworth Capital
Alabama
$22K +$21.4K +300 +3,750%
WAS
1020
WESPAC Advisors SoCal
California
$21.4K
AA
1021
Apriem Advisors
California
$20K +$8.24K +110 +70%
FMT
1022
First Mercantile Trust
Tennessee
$19K
HCM
1023
Horrell Capital Management
Arkansas
$17K
CAW
1024
Cornerstone Advisors (Washington)
Washington
$16K -$1.86K -24 -10%
CA
1025
Commerzbank Aktiengesellschaft
Germany
$15.2K +$4.18K +55,166 +38%