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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 %
NEI
151
Northwest & Ethical Investments
Ontario, Canada
$24.6M -$2.09M -19,240 -8%
BAMF
152
BI Asset Management Fondsmaeglerselskab
Denmark
$24.5M +$1.21M +11,100 +5%
BHC
153
Bowen Hanes & Co
Florida
$24.2M -$148K -1,363 -0.6%
TSU
154
TD Securities (USA)
New York
$23.7M +$968K +8,912 +4%
FIM
155
FourPoints Investment Managers
France
$23.4M -$5.34M -49,100 -19%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$22.5M +$17.6M +161,795 +360%
OI
157
Oakbrook Investments
Illinois
$22.3M -$2.27M -20,875 -9%
HCM
158
Herndon Capital Management
Georgia
$22.3M -$1.5M -13,808 -6%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$22.2M -$1.05M -9,696 -5%
Comerica Bank
160
Comerica Bank
Texas
$22M -$7.66M -70,451 -26%
FWCM
161
Ferguson Wellman Capital Management
Oregon
$21.7M +$12.1M +111,164 +126%
VFA
162
Virtus Fund Advisers
Connecticut
$21.6M +$21.6M +198,415 New
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$21.5M -$21.7K -200 -0.1%
HIMC
164
Heritage Investors Management Corp
Maryland
$20.9M -$376K -3,461 -2%
ALA
165
Atherton Lane Advisers
California
$20.8M -$265K -2,442 -1%
SAM
166
Scopus Asset Management
New York
$20.8M +$1.46M +13,460 +8%
1IC
167
1919 Investment Counsel
Maryland
$20.2M -$143K -1,318 -0.7%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$20.1M -$1.54M -14,164 -7%
MAA
169
Matrix Asset Advisors
New York
$20.1M -$1.4M -12,870 -6%
RFC
170
Regions Financial Corp
Alabama
$20M -$1.12M -10,349 -5%
GG
171
Gofen & Glossberg
Illinois
$19.8M -$443K -4,072 -2%
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$19.7M -$18.8M -172,557 -49%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$19.5M
HW
174
Hancock Whitney
Mississippi
$19.3M +$18.8M +174,610 +3,771%
ASRS
175
Arizona State Retirement System
Arizona
$19.2M -$86.9K -800 -0.4%