CAT icon

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 %
VST
1051
Van Strum & Towne
California
$231K
BHB
1052
Bank Hapoalim BM
Israel
$230K -$98.6K -907 -30%
JWM
1053
Jacobus Wealth Management
Wisconsin
$230K
MC
1054
Montag & Caldwell
Georgia
$228K
Tudor Investment Corp
1055
Tudor Investment Corp
Connecticut
$228K +$228K +2,100 New
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$227K -$12.8K -118 -5%
CFA
1057
Capstone Financial Advisors
Illinois
$226K +$226K +2,080 New
FFA
1058
First Foundation Advisors
California
$225K
NES
1059
New England Securities
New York
$225K +$37.8K +348 +20%
TNBTD
1060
Trustmark National Bank Trust Department
Mississippi
$224K -$21.7K -200 -9%
MVA
1061
Mount Vernon Associates
Maryland
$223K
ASN
1062
Advisory Services Network
Georgia
$221K +$221K +2,034 New
SFM
1063
Signature Financial Management
Virginia
$220K +$108 +1 +0%
CFA
1064
Cahill Financial Advisors
Minnesota
$217K +$217K +1,992 New
MIH
1065
Madison Investment Holdings
Wisconsin
$217K +$217K +2,000 New
CW
1066
Cobiz Wealth
Colorado
$217K +$217K +2,000 New
BWM
1067
Baystate Wealth Management
Massachusetts
$217K +$217K +2,000 New
FWM
1068
Focused Wealth Management
New York
$216K -$434 -4 -0.2%
FANJ
1069
Financial Architects (New Jersey)
New Jersey
$212K +$212K +1,950 New
CCA
1070
Cobblestone Capital Advisors
New York
$212K +$212K +1,955 New
MJRIC
1071
Mogy Joel R Investment Counsel
California
$209K +$209K +1,920 New
FAB
1072
First American Bank
Illinois
$207K +$207K +1,900 New
NYLT
1073
New York Life Trust
New York
$198K +$26.9K +248 +16%
MIC
1074
MU Investments Company
Japan
$185K +$76.2K +700 +70%
JFA
1075
JNBA Financial Advisors
Minnesota
$184K -$21.2K -195 -10%