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Caterpillar

1,127 hedge funds and large institutions have $33.5B invested in Caterpillar in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 68 closing their positions.

Holders
1,127
Holders Change
+13
Holders Change %
+1.17%
% of All Funds
30.39%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
93
Increased
375
Reduced
483
Closed
68
Calls
$865M
Puts
$1.47B
Net Calls
-$601M
Net Calls Change
+$432M
Name Market Value Shares Shares
Change
Shares
Change %
HCP
1051
Holt Capital Partners
Texas
$66K 780
JFA
1052
JNBA Financial Advisors
Minnesota
$65K 764 -350 -31%
WIC
1053
Woodmont Investment Counsel
Tennessee
$64K 760 +760 New
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$63K 747 -6 -0.8%
FPFS
1055
First Personal Financial Services
North Carolina
$60K 700 -183 -21%
DOA
1056
D'Orazio & Associates
Virginia
$60K 700
MWP
1057
MYCIO Wealth Partners
Pennsylvania
$59K 700 +335 +92%
IC
1058
IKOS CIF
Cyprus
$59K 699 +699 New
VIA
1059
Vident Investment Advisory
Georgia
$58K 686 +686 New
EWM
1060
Edge Wealth Management
New York
$56K 652 -1,948 -75%
AC
1061
Alexandria Capital
Virginia
$56K 659 -43 -6%
JAM
1062
Jolley Asset Management
North Carolina
$51K 600
GI
1063
Gradient Investments
Minnesota
$50K 585 -235 -29%
CFSG
1064
Community Financial Services Group
Vermont
$49K 575 -165 -22%
GAM
1065
Gemmer Asset Management
California
$49K 581 -89 -13%
RFA
1066
Reilly Financial Advisors
California
$49K 576
OFS
1067
Orrstown Financial Services
Pennsylvania
$49K 576
CBT
1068
Central Bank & Trust
Kentucky
$48K 570 -1,526 -73%
IMS
1069
Index Management Solutions
Pennsylvania
$48K 569 +1 +0.2%
RPG
1070
Risk Paradigm Group
Texas
$45.8K 540 +140 +35%
GWA
1071
Genesis Wealth Advisors
Massachusetts
$44.1K 520
OP
1072
Oldfield Partners
United Kingdom
$42K 500
AFIA
1073
America First Investment Advisors
Nebraska
$42K 500
AA
1074
Apriem Advisors
California
$41K 482 +100 +26%
AWM
1075
Avior Wealth Management
Nebraska
$40K 477 -474 -50%