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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 %
MIS
1026
Morningstar Investment Services
Illinois
$229K -$35.8K -362 -14%
HCA
1027
Horan Capital Advisors
Ohio
$229K -$29.7K -300 -11%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$229K -$7.36K -74 -3%
SAMC
1029
Shinko Asset Management Company
Japan
$225K -$19.8K -200 -8%
BGIM
1030
Boussard & Gavaudan Investment Management
United Kingdom
$225K +$225K +2,251 New
BOS
1031
Bank of Stockton
California
$224K -$19.8K -200 -8%
GF
1032
Gerstein Fisher
New York
$224K +$224K +2,262 New
TBNY
1033
Trustco Bank (New York)
New York
$222K
CFA
1034
Capstone Financial Advisors
Illinois
$221K +$15.3K +155 +7%
PCM
1035
Prelude Capital Management
New York
$218K -$430K -4,344 -66%
NPIT
1036
National Penn Investors Trust
Pennsylvania
$218K -$19.8K -200 -8%
BRA
1037
Bender Robert & Associates
California
$218K -$2.18K -22 -1%
DAM
1038
Doheny Asset Management
California
$218K
EIM
1039
Emerson Investment Management
Massachusetts
$216K
MCM
1040
Maryland Capital Management
Maryland
$213K -$297K -3,000 -58%
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$211K +$195K +1,971 +1,202%
JWM
1042
Jacobus Wealth Management
Wisconsin
$210K
VST
1043
Van Strum & Towne
California
$210K
IUAM
1044
Itau USA Asset Management
New York
$208K -$69.3K -700 -25%
HTC
1045
Haverford Trust Company
Pennsylvania
$208K -$19.8K -200 -9%
MC
1046
Montag & Caldwell
Georgia
$208K
FAB
1047
First American Bank
Illinois
$208K +$19.8K +200 +11%
CCM
1048
Chilton Capital Management
Texas
$204K -$19.9K -201 -9%
MVA
1049
Mount Vernon Associates
Maryland
$203K
VFA
1050
Virtus Fund Advisers
Connecticut
$202K -$19.5M -196,377 -99%