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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 %
CS
1101
Credential Securities
$65.5K +$65.5K +659 New
MFBTD
1102
MB Financial Bank - Trust Department
Illinois
$63K +$52.3K +527 +488%
PMFA
1103
Plante Moran Financial Advisors
Michigan
$61K -$51.1K -517 -46%
OSAM
1104
O'Shaughnessy Asset Management
Connecticut
$61K +$43.1K +432 +240%
SSG
1105
Summit Securities Group
New York
$60K -$1.96M -19,600 -97%
JAM
1106
Jolley Asset Management
North Carolina
$60K
RFA
1107
Reilly Financial Advisors
California
$59K -$115K -1,155 -66%
EAMA
1108
EFG Asset Management (Americas)
Florida
$58K
FBC
1109
Fairfield, Bush & Co
Connecticut
$56K
CFSG
1110
Community Financial Services Group
Vermont
$53K +$53K +529 New
WIL
1111
Winifred I. Li
$52K
ARMC
1112
American Research & Management Company
Massachusetts
$51K
AFIA
1113
America First Investment Advisors
Nebraska
$50K
OP
1114
Oldfield Partners
United Kingdom
$50K +$50K +500 New
JIC
1115
Joel Isaacson & Co
New York
$47K
TF
1116
Trutina Financial
Washington
$47K +$47K +477 New
MWP
1117
MYCIO Wealth Partners
Pennsylvania
$46K -$94.7K -949 -67%
AC
1118
Alexandria Capital
Virginia
$43K
SFG
1119
Sage Financial Group
Pennsylvania
$40K +$40K +400 New
RC
1120
Riversville Capital
Connecticut
$39K -$6.02M -61,080 -99%
AA
1121
Apriem Advisors
California
$39K
GAM
1122
Gemmer Asset Management
California
$37K +$37K +376 New
CBT
1123
Central Bank & Trust
Kentucky
$35K
1832 Asset Management
1124
1832 Asset Management
Ontario, Canada
$35K +$35K +350 New
FAM
1125
Formidable Asset Management
Ohio
$33K