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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 %
MAM
1076
Mizuho Asset Management
Japan
$177K +$32.9K +302 +23%
EWM
1077
Elite Wealth Management
Washington
$172K -$9.34K -86 -5%
VIA
1078
Vantage Investment Advisors
Pennsylvania
$167K +$6.51K +60 +4%
WRM
1079
Westport Resources Management
Connecticut
$164K
TDC
1080
Thompson Davis & Co
Virginia
$163K
CM
1081
Castleark Management
Illinois
$163K
HR
1082
Howe & Rusling
New York
$162K -$29.1K -268 -15%
CPA
1083
Cowen Prime Advisors
New York
$152K
LNB
1084
Ledyard National Bank
$150K -$10.9K -100 -7%
TRCT
1085
Tower Research Capital (TRC)
New York
$149K -$1.99M -18,356 -93%
CFA
1086
Carroll Financial Associates
North Carolina
$140K
JWA
1087
JFS Wealth Advisors
Pennsylvania
$139K -$366K -3,380 -73%
MA
1088
MCF Advisors
Kentucky
$132K -$1.29K -13 -1%
HCM
1089
Highlander Capital Management
New Jersey
$130K
VanEck Associates
1090
VanEck Associates
New York
$130K
PMFA
1091
Plante Moran Financial Advisors
Michigan
$130K +$62.8K +577 +94%
AA
1092
AlphaMark Advisors
Kentucky
$124K
WA
1093
WealthTrust-Arizona
Arizona
$122K -$65K -599 -35%
PIA
1094
Piedmont Investment Advisors
North Carolina
$115K +$115K +1,058 New
LWA
1095
Lenox Wealth Advisors
New York
$114K +$88.8K +813 +352%
AWM
1096
Avior Wealth Management
Nebraska
$111K -$38.2K -350 -26%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K -$10.9K -100 -9%
OFS
1098
Orrstown Financial Services
Pennsylvania
$109K -$43.9K -403 -29%
TFA
1099
Transamerica Financial Advisors
Florida
$108K +$105K +968 +4,033%
BEAM
1100
Baker Ellis Asset Management
Washington
$105K -$218K -2,000 -67%