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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.

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 %
OP
1101
Oldfield Partners
United Kingdom
$50K
AFIA
1102
America First Investment Advisors
Nebraska
$50K
MWP
1103
MYCIO Wealth Partners
Pennsylvania
$46K +$199 +2 +0.4%
NC
1104
NewSquare Capital
Pennsylvania
$42K
AA
1105
Apriem Advisors
California
$42K +$3.19K +32 +8%
SFG
1106
Sage Financial Group
Pennsylvania
$40K
GAM
1107
Gemmer Asset Management
California
$37K
AIM
1108
Assured Investment Management
New York
$37K +$37K +378 New
WA
1109
Waverly Advisors
Alabama
$34K +$20.5K +207 +151%
FAM
1110
Formidable Asset Management
Ohio
$32K
WCM
1111
Wealthcare Capital Management
Virginia
$32K +$196 +2 +0.6%
LWM
1112
LBA Wealth Management
Florida
$27K +$15K +154 +125%
FMT
1113
First Mercantile Trust
Tennessee
$25K
CFG
1114
CKW Financial Group
Hawaii
$24K
KPCM
1115
Kings Point Capital Management
New York
$21K
NCM
1116
Nelson Capital Management
California
$21K
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$20K
MAS
1118
Madden Advisory Services
Florida
$20K
SEC
1119
Seven Eight Capital
New York
$19.8K -$39.6K -400 -67%
ZTNA
1120
Zions Trust National Association
Utah
$17K -$9.71K -100 -36%
PIM
1121
Parasol Investment Management
Illinois
$17K
ST
1122
SpiderRock Trading
Illinois
$16K
VNB
1123
Valley National Bancorp
New York
$15K
WAM
1124
Wallington Asset Management
Indiana
$14K
FMP
1125
Financial Management Professionals
Texas
$14K