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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 %
HF
1101
Hoxton Financial
West Virginia
$100K
FAM
1102
Fred Alger Management
New York
$99K +$3.82K +35 +4%
MFBTD
1103
MB Financial Bank - Trust Department
Illinois
$96K +$26.6K +244 +38%
FCCM
1104
First City Capital Management
Georgia
$95.1K -$24.5K -225 -20%
CCS
1105
Crosspoint Capital Strategies
California
$91K -$122K -1,179 -57%
TCM
1106
Tradewinds Capital Management
Washington
$86K -$5.31K -49 -6%
SCP
1107
Syntal Capital Partners
Texas
$83K +$83K +764 New
PAS
1108
Partnervest Advisory Services
California
$80K -$227K -2,099 -74%
GSC
1109
Ground Swell Capital
South Carolina
$78K +$78K +714 New
DOA
1110
D'Orazio & Associates
Virginia
$76K
RFA
1111
Reilly Financial Advisors
California
$76K +$10.9K +100 +17%
HCP
1112
Holt Capital Partners
Texas
$74K
AR
1113
Advisory Research
Illinois
$72K -$5.46K -50 -7%
AC
1114
Alexandria Capital
Virginia
$71K +$23.6K +216 +50%
EFSCE
1115
Enterprise Financial Services Corp (EFSC)
Missouri
$66K -$10.9K -100 -14%
SGC
1116
South Georgia Capital
Illinois
$65K -$1.98M -18,300 -97%
SEC
1117
Seven Eight Capital
New York
$65K -$271K -2,500 -81%
JAM
1118
Jolley Asset Management
North Carolina
$65K
GI
1119
Gradient Investments
Minnesota
$64K -$10.4K -95 -14%
JIC
1120
Joel Isaacson & Co
New York
$62K +$10.9K +100 +21%
WIL
1121
Winifred I. Li
$57K
CFSG
1122
Community Financial Services Group
Vermont
$57K
ARMC
1123
American Research & Management Company
Massachusetts
$55K
AFIA
1124
America First Investment Advisors
Nebraska
$54K
OP
1125
Oldfield Partners
United Kingdom
$54K