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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 %
HA
1076
Harfst & Associates
Wyoming
$40K 470 +470 New
ARMC
1077
American Research & Management Company
Massachusetts
$39K 460 -50 -10%
Nuveen Asset Management
1078
Nuveen Asset Management
Illinois
$38.6K 455,386 -133,700 -23%
CPIG
1079
Chicago Partners Investment Group
Illinois
$37K 440 +55 +14%
SFG
1080
Sage Financial Group
Pennsylvania
$34K 400
KA
1081
Klingman & Associates
New York
$34K 400
H
1082
Hexavest
Quebec, Canada
$32K 383
SHJ
1083
Sharkey, Howes & Javer
Colorado
$28K 332 +332 New
FAM
1084
Formidable Asset Management
Ohio
$27K 315
NC
1085
NewSquare Capital
Pennsylvania
$26K 311 -58 -16%
MBT
1086
Monroe Bank & Trust
Michigan
$25K 300
AWA
1087
AmeriServ Wealth Advisors
Pennsylvania
$25K 300 +300 New
WA
1088
Waverly Advisors
Alabama
$22K 257 -73 -22%
WBG
1089
Wharton Business Group
Pennsylvania
$21.1K 248,946 -2,522 -1%
CF
1090
CenterStar Fund
Illinois
FMT
1091
First Mercantile Trust
Tennessee
$21K 250
CFG
1092
CKW Financial Group
Hawaii
$20K 241
HCMT
1093
Highland Capital Management (Tennessee)
Tennessee
$20K 240 +240 New
HCM
1094
Horrell Capital Management
Arkansas
$19K 226 -5,182 -96%
NCM
1095
Nelson Capital Management
California
$18K 216
KPCM
1096
Kings Point Capital Management
New York
$17K 200
AIM
1097
Arcadia Investment Management
Michigan
$16K 200 +200 New
TCM
1098
Tradewinds Capital Management
Washington
$14K 167 -568 -77%
MCA
1099
Mercer Capital Advisers
New Jersey
$13K 150
FMP
1100
Financial Management Professionals
Texas
$12K 150