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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 %
ZTNA
1126
Zions Trust National Association
Utah
$33K +$9.85K +100 +43%
WCM
1127
Wealthcare Capital Management
Virginia
$32K +$198 +2 +0.6%
PFG
1128
Piershale Financial Group
Illinois
$30K
FMT
1129
First Mercantile Trust
Tennessee
$25K
JAM
1130
JCIC Asset Management
Ontario, Canada
$25K
FMP
1131
Financial Management Professionals
Texas
$25K
CFG
1132
CKW Financial Group
Hawaii
$25K
LWA
1133
Lenox Wealth Advisors
New York
$23K +$20.1K +202 +697%
NCM
1134
Nelson Capital Management
California
$21K
NC
1135
NewSquare Capital
Pennsylvania
$20K -$5.4K -54 -21%
MSFP
1136
Mark Sheptoff Financial Planning
Connecticut
$20K +$20K +200 New
MUMSS
1137
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$19K +190 New
NIM
1138
NuWave Investment Management
New Jersey
$18K +$15.4K +152 +585%
TCM
1139
TD Capital Management
Tennessee
$18K +$18K +178 New
PIM
1140
Parasol Investment Management
Illinois
$17K
MPWT
1141
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$12.1K +122 +290%
RFS
1142
Rockefeller Financial Services
New York
$16K +$7.9K +78 +98%
VNB
1143
Valley National Bancorp
New York
$15K
WAM
1144
Wallington Asset Management
Indiana
$14K
FBT
1145
Founders Bank & Trust
Michigan
$13K
CAL
1146
Capital Advisors Ltd
Ohio
$12K
LWM
1147
LBA Wealth Management
Florida
$12K +$1.27K +13 +12%
OC
1148
Oakworth Capital
Alabama
$11K
FWC
1149
First Washington Corp
Washington
$10K
WA
1150
Waverly Advisors
Alabama
$8K -$217K -2,304 -96%