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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 %
WCM
1026
Windsor Capital Management
Arizona
$261K +$25.2K +232 +11%
NPIT
1027
National Penn Investors Trust
Pennsylvania
$260K
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$259K -$137K -1,253 -35%
BST
1029
Bath Savings Trust
Maine
$257K -$21.8K -200 -8%
RSVP
1030
Ramsay Stattman Vela & Price
Colorado
$256K
BIC
1031
Beach Investment Counsel
Pennsylvania
$255K
LBG
1032
Lloyds Banking Group
United Kingdom
$253K -$53.2M -490,548 -100%
GT
1033
Greenleaf Trust
Michigan
$253K -$37.8K -347 -13%
BMO
1034
Beck Mack & Oliver
New York
$253K
HTC
1035
Haverford Trust Company
Pennsylvania
$250K -$5K -46 -2%
SFSG
1036
Stearns Financial Services Group
North Carolina
$249K -$10.3K -95 -4%
PFM
1037
Parsec Financial Management
North Carolina
$249K
CCM
1038
Chilton Capital Management
Texas
$246K -$41.2K -379 -14%
FIM
1039
Freedom Investment Management
Connecticut
$246K -$5.21K -48 -2%
DDC
1040
DF Dent & Co
Maryland
$245K +$245K +2,256 New
TBNY
1041
Trustco Bank (New York)
New York
$244K
BCM
1042
BTR Capital Management
California
$242K
BRA
1043
Bender Robert & Associates
California
$242K +$2.18K +20 +0.9%
AWA
1044
ARS Wealth Advisors
Florida
$241K -$10.9K -100 -4%
DAM
1045
Doheny Asset Management
California
$239K +$10.9K +100 +5%
SCM
1046
Stux Capital Management
New York
$239K +$239K +2,200 New
EIM
1047
Emerson Investment Management
Massachusetts
$237K
LC
1048
Lourd Capital
California
$237K +$2.06K +19 +0.9%
IB
1049
Intrust Bank
Kansas
$237K +$11.4K +105 +5%
BT
1050
Bankers Trust
Iowa
$234K -$17.4K -160 -7%