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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 %
MWP
1026
MYCIO Wealth Partners
Pennsylvania
$15K
KPCM
1027
Kings Point Capital Management
New York
$15K
LWM
1028
LBA Wealth Management
Florida
$14K
GAM
1029
Gemmer Asset Management
California
$14K
PCP
1030
Proficio Capital Partners
Massachusetts
$14K +$6.84K +83 +95%
WA
1031
Winfield Associates
Ohio
$12K
CBT
1032
Central Bank & Trust
Kentucky
$11K -$14.7K -200 -57%
MCA
1033
Mercer Capital Advisers
New Jersey
$11K
WAS
1034
Winch Advisory Services
Wisconsin
$10K +$10K +127 New
TCM
1035
Tradewinds Capital Management
Washington
$9K
GWS
1036
Glassman Wealth Services
Virginia
$9K
1832 Asset Management
1037
1832 Asset Management
Ontario, Canada
$9K +$9K +120 New
ECM
1038
Exchange Capital Management
Michigan
$9K +$9K +125 New
ACM
1039
Armbruster Capital Management
New York
$8K -$4K -50 -33%
SHJ
1040
Sharkey, Howes & Javer
Colorado
$8K
NC
1041
NewSquare Capital
Pennsylvania
$8K
HRC
1042
Hoertkorn Richard Charles
$8K
BKA
1043
Brick & Kyle Associates
Pennsylvania
$8K
BL
1044
Balentine LLC
Georgia
$8K +$75 +1 +0.9%
DPA
1045
Delphi Private Advisors
California
$6K -$148 -2 -2%
RFS
1046
Rockefeller Financial Services
New York
$6K
AWMS
1047
Advocacy Wealth Management Services
Georgia
$5K -$238 -3 -5%
PVH
1048
Psagot Value Holdings
Israel
$4K -$83 -1 -2%
LWA
1049
Lowe Wealth Advisors
Maryland
$4K
HCM
1050
Herndon Capital Management
Georgia
$4K +$4K +54 New