CAT icon

Caterpillar

1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.22%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
1076
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
AWM
1077
Avior Wealth Management
Nebraska
$101K +$99 +1 +0.1%
TFA
1078
Transamerica Financial Advisors
Florida
$100K +$1.39K +14 +1%
OFS
1079
Orrstown Financial Services
Pennsylvania
$99K
WA
1080
WealthTrust-Arizona
Arizona
$97K -$14.9K -150 -13%
PIA
1081
Piedmont Investment Advisors
North Carolina
$96.9K -$7.92K -80 -8%
HF
1082
Hoxton Financial
West Virginia
$93K +$1.98K +20 +2%
CCS
1083
Crosspoint Capital Strategies
California
$88K +$696 +7 +0.8%
FCCM
1084
First City Capital Management
Georgia
$86.7K
TCM
1085
Tradewinds Capital Management
Washington
$79K
TRCT
1086
Tower Research Capital (TRC)
New York
$78K -$57.3K -582 -42%
SCP
1087
Syntal Capital Partners
Texas
$75K
PHK
1088
Point72 Hong Kong
Hong Kong
$74K +$74K +745 New
CFA
1089
Carroll Financial Associates
North Carolina
$73K -$59.4K -579 -45%
AC
1090
Alexandria Capital
Virginia
$73K +$8.61K +87 +13%
DOA
1091
D'Orazio & Associates
Virginia
$69K
RFA
1092
Reilly Financial Advisors
California
$69K
PMFA
1093
Plante Moran Financial Advisors
Michigan
$65K -$54K -542 -45%
EFSCE
1094
Enterprise Financial Services Corp (EFSC)
Missouri
$60K
JAM
1095
Jolley Asset Management
North Carolina
$59K
GI
1096
Gradient Investments
Minnesota
$58K
JIC
1097
Joel Isaacson & Co
New York
$57K +$100 +1 +0.2%
CFSG
1098
Community Financial Services Group
Vermont
$52K
WIL
1099
Winifred I. Li
$52K
ARMC
1100
American Research & Management Company
Massachusetts
$51K