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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 %
LNC
1051
Lincoln National Corp
Pennsylvania
$210K +$210K +2,117 New
MC
1052
Montag & Caldwell
Georgia
$209K +$209K +2,100 New
DAM
1053
Doheny Asset Management
California
$209K +$209K +2,100 New
IB
1054
Intrust Bank
Kansas
$207K +$207K +2,077 New
FFA
1055
First Foundation Advisors
California
$206K -$57.5K -579 -22%
W
1056
Wealthfront
California
$205K +$205K +2,054 New
CCS
1057
Crosspoint Capital Strategies
California
$204K
MVA
1058
Mount Vernon Associates
Maryland
$204K +$204K +2,050 New
SFM
1059
Signature Financial Management
Virginia
$202K +$202K +2,028 New
FWM
1060
Focused Wealth Management
New York
$198K -$36.3K -366 -16%
IC
1061
IKOS CIF
Cyprus
$195K +$195K +1,965 New
CFA
1062
CT Financial Advisors
Pennsylvania
$190K +$190K +2,380 New
JFA
1063
JNBA Financial Advisors
Minnesota
$187K -$79.4K -800 -30%
JG
1064
Jefferies Group
New York
$184K -$550K -5,531 -75%
AIM
1065
Assured Investment Management
New York
$179K +$179K +1,800 New
HR
1066
Howe & Rusling
New York
$175K +$35K +352 +25%
NES
1067
New England Securities
New York
$171K -$35.4K -356 -17%
WA
1068
WealthTrust-Arizona
Arizona
$171K +$10.1K +102 +6%
EWM
1069
Elite Wealth Management
Washington
$166K -$2.53M -25,447 -94%
NYLT
1070
New York Life Trust
New York
$157K +$55.6K +558 +55%
EWM
1071
Edge Wealth Management
New York
$151K -$5.3M -53,282 -97%
WRM
1072
Westport Resources Management
Connecticut
$150K +$99.3K +1,000 +196%
CM
1073
Castleark Management
Illinois
$149K -$80.5K -810 -35%
TDC
1074
Thompson Davis & Co
Virginia
$149K -$24.8K -250 -14%
LNB
1075
Ledyard National Bank
$147K -$3.79K -38 -3%