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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 %
TFA
1026
Toth Financial Advisory
Virginia
$238K +$238K +2,393 New
SFSG
1027
Stearns Financial Services Group
North Carolina
$237K +$237K +2,386 New
RSVP
1028
Ramsay Stattman Vela & Price
Colorado
$235K
BIC
1029
Beach Investment Counsel
Pennsylvania
$234K -$17.4K -175 -7%
HTC
1030
Haverford Trust Company
Pennsylvania
$233K -$234K -2,357 -50%
CAM
1031
Carret Asset Management
New York
$233K
BMO
1032
Beck Mack & Oliver
New York
$231K -$397K -4,000 -63%
BOS
1033
Bank of Stockton
California
$231K -$30.8K -310 -12%
AWA
1034
ARS Wealth Advisors
Florida
$231K -$8.46K -85 -4%
BT
1035
Bankers Trust
Iowa
$230K -$11.1K -112 -5%
FIM
1036
Freedom Investment Management
Connecticut
$230K +$8.95K +90 +4%
PFM
1037
Parsec Financial Management
North Carolina
$228K -$21.4K -215 -9%
FCH
1038
Freestone Capital Holdings
Washington
$226K -$60.3K -608 -21%
TNBTD
1039
Trustmark National Bank Trust Department
Mississippi
$225K
TBNY
1040
Trustco Bank (New York)
New York
$222K -$29.7K -300 -12%
BCM
1041
BTR Capital Management
California
$221K
FNBSF
1042
First National Bank Sioux Falls
South Dakota
$221K
RMCM
1043
Reynders McVeigh Capital Management
Massachusetts
$219K -$70.2K -707 -24%
DAC
1044
Dividend Assets Capital
South Carolina
$217K -$9.93K -100 -4%
EIM
1045
Emerson Investment Management
Massachusetts
$217K +$217K +2,185 New
WCM
1046
Windsor Capital Management
Arizona
$216K +$65.1K +654 +43%
LC
1047
Lourd Capital
California
$215K -$14.9K -150 -6%
MCM
1048
Maryland Capital Management
Maryland
$214K -$352K -3,541 -62%
JWM
1049
Jacobus Wealth Management
Wisconsin
$211K -$149K -1,500 -41%
VST
1050
Van Strum & Towne
California
$211K +$211K +2,122 New