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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 %
VIA
1076
Vantage Investment Advisors
Pennsylvania
$147K
Manulife (Manufacturers Life Insurance)
1077
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145K -$338 -3,405 -0.2%
OFS
1078
Orrstown Financial Services
Pennsylvania
$139K -$11.8K -119 -8%
CPA
1079
Cowen Prime Advisors
New York
$139K
AWM
1080
Avior Wealth Management
Nebraska
$136K +$136K +1,367 New
MA
1081
MCF Advisors
Kentucky
$134K +$597 +6 +0.4%
MAM
1082
Mizuho Asset Management
Japan
$132K +$17.9K +180 +16%
CFA
1083
Carroll Financial Associates
North Carolina
$128K -$10K -101 -7%
HCM
1084
Highlander Capital Management
New Jersey
$119K -$74.5K -750 -38%
VanEck Associates
1085
VanEck Associates
New York
$119K
IMS
1086
Index Management Solutions
Pennsylvania
$116K +$58.1K +582 +100%
AA
1087
AlphaMark Advisors
Kentucky
$113K
LWCFA
1088
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K
FCCM
1089
First City Capital Management
Georgia
$109K +$109K +1,100 New
Group One Trading
1090
Group One Trading
Illinois
$99K -$19.8K -200 -17%
MIC
1091
MU Investments Company
Japan
$99K
HF
1092
Hoxton Financial
West Virginia
$91K -$33.3K -337 -27%
FAM
1093
Fred Alger Management
New York
$87K
TCM
1094
Tradewinds Capital Management
Washington
$84K -$54.8K -550 -39%
CG
1095
Colony Group
Massachusetts
$82K -$146K -1,470 -64%
AR
1096
Advisory Research
Illinois
$71K +$71K +710 New
EFSCE
1097
Enterprise Financial Services Corp (EFSC)
Missouri
$70K -$8.11K -82 -10%
DOA
1098
D'Orazio & Associates
Virginia
$70K
GI
1099
Gradient Investments
Minnesota
$68K -$11.3K -113 -14%
HCP
1100
Holt Capital Partners
Texas
$68K