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Caterpillar

1,083 hedge funds and large institutions have $30.6B invested in Caterpillar in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 414 increasing their positions, 410 reducing their positions, and 69 closing their positions.

Holders
1,083
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
28.9%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.45%
New
102
Increased
414
Reduced
410
Closed
69
Calls
$1.02B
Puts
$1.65B
Net Calls
-$621M
Net Calls Change
+$433M
Name Market Value Shares Shares
Change
Shares
Change %
HR
1026
Howe & Rusling
New York
$28K 364
JG
1027
Jefferies Group
New York
$27K 350 -62,318 -99%
IR
1028
Invictus RG
Bermuda
$27K 349 -821 -70%
ARMC
1029
American Research & Management Company
Massachusetts
$27K 350 -110 -24%
CBT
1030
Central Bank & Trust
Kentucky
$26K 350
FPFS
1031
First Personal Financial Services
North Carolina
$25K 325 -375 -54%
VCM
1032
Versant Capital Management
Arizona
$25K 327 -78 -19%
EWM
1033
Edge Wealth Management
New York
$23K 300
CK
1034
Carnick & Kubik
Colorado
$23K 300 +300 New
KLI
1035
Kelman-Lazarov Inc
Tennessee
$23K 300 +300 New
WAS
1036
WESPAC Advisors SoCal
California
$21.6K 282
Nuveen Asset Management
1037
Nuveen Asset Management
Illinois
$21.4K 279,400 +8,270 +3%
H
1038
Hexavest
Quebec, Canada
$20K 258 -125 -33%
FMT
1039
First Mercantile Trust
Tennessee
$19K 250
CAW
1040
Cornerstone Advisors (Washington)
Washington
$18K 231 +53 +30%
HCM
1041
Horrell Capital Management
Arkansas
$17K 226
NCM
1042
Nelson Capital Management
California
$17K 216
SIM
1043
Sonora Investment Management
Arizona
$16.8K 219 +79 +56%
CHP
1044
Cable Hill Partners
Oregon
$16K 200 +200 New
MWP
1045
MYCIO Wealth Partners
Pennsylvania
$15K 200 -500 -71%
KPCM
1046
Kings Point Capital Management
New York
$15K 200 -475 -70%
CGH
1047
Cleary Gull Holdings
Wisconsin
$15K 200
FAM
1048
Formidable Asset Management
Ohio
$15K 201
RFWA
1049
RPg Family Wealth Advisory
Massachusetts
$14.5K 189 +19 +11%
LWM
1050
LBA Wealth Management
Florida
$14K 183 -60 -25%