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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 %
MWP
1126
MYCIO Wealth Partners
Pennsylvania
$50K
JT
1127
Jump Trading
Illinois
$49K +$49K +450 New
NC
1128
NewSquare Capital
Pennsylvania
$46K +$24.1K +221 +111%
SFG
1129
Sage Financial Group
Pennsylvania
$43K
AA
1130
Apriem Advisors
California
$42K
GAM
1131
Gemmer Asset Management
California
$41K
WCM
1132
Wealthcare Capital Management
Virginia
$35K +$215 +2 +0.6%
FAM
1133
Formidable Asset Management
Ohio
$34K
CBT
1134
Central Bank & Trust
Kentucky
$32K
ZTNA
1135
Zions Trust National Association
Utah
$30K -$6.55K -60 -18%
FMT
1136
First Mercantile Trust
Tennessee
$27K
BWFA
1137
Baltimore-Washington Financial Advisors
Maryland
$27K +$27K +250 New
CFG
1138
CKW Financial Group
Hawaii
$26K
NCM
1139
Nelson Capital Management
California
$23K
KPCM
1140
Kings Point Capital Management
New York
$23K +$23K +214 New
MSFP
1141
Mark Sheptoff Financial Planning
Connecticut
$22K
MAS
1142
Madden Advisory Services
Florida
$22K +$22K +205 New
TCM
1143
TD Capital Management
Tennessee
$19K
PIM
1144
Parasol Investment Management
Illinois
$18K
MPWT
1145
MassMutual Private Wealth & Trust
Connecticut
$17.8K
FMP
1146
Financial Management Professionals
Texas
$16K -$10.7K -100 -40%
VNB
1147
Valley National Bancorp
New York
$16K
TIM
1148
Tortoise Investment Management
New York
$16K +$16K +145 New
FBT
1149
Founders Bank & Trust
Michigan
$15K
WAM
1150
Wallington Asset Management
Indiana
$15K