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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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
201
Shell Asset Management
Netherlands
$15M -$553K -5,588 -4%
HSA
202
Hussman Strategic Advisors
Maryland
$14.9M +$14.9M +150,000 New
SCI
203
S&CO Inc
Massachusetts
$14.8M -$1.19M -12,035 -7%
FAF
204
Fjarde Ap-fonden
Sweden
$14.6M -$2.64M -26,616 -15%
WIC
205
Willis Investment Counsel
Georgia
$14.5M +$2.1M +21,165 +17%
AAF
206
Andra AP-fonden
Sweden
$14.3M -$149K -1,500 -1%
EB
207
Eastern Bank
Massachusetts
$14.2M +$238K +2,405 +2%
Robeco Institutional Asset Management
208
Robeco Institutional Asset Management
Netherlands
$14.1M +$2.21M +22,301 +19%
JPMPWA
209
J.P. Morgan Private Wealth Advisors
California
$14.1M +$1.37M +13,843 +11%
TBA
210
Tower Bridge Advisors
Pennsylvania
$14.1M -$137K -1,381 -1%
GF
211
Gabelli Funds
New York
$13.9M
DCM
212
Dupont Capital Management
Delaware
$13.9M +$4.29M +43,338 +45%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$13.7M -$29.7K -300 -0.2%
CB
214
Commerce Bank
Missouri
$13.7M +$8.42K +85 +0.1%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$13.6M -$554K -5,590 -4%
SCM
216
SKBA Capital Management
California
$13.5M +$29.7K +300 +0.2%
CCM
217
Cadence Capital Management
Massachusetts
$13.1M +$2.07M +20,859 +19%
DIA
218
Davidson Investment Advisors
Montana
$13M +$6.7M +73,593 +106%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$13M -$1.17M -11,785 -8%
BFS
220
Bradley Foster & Sargent
Connecticut
$12.6M -$155K -1,562 -1%
ABTD
221
Arvest Bank Trust Division
Oklahoma
$12.5M +$12.5M +126,429 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$12.5M -$4.85M -49,012 -28%
BIM
223
BRC Investment Management
Colorado
$12.1M -$419K -4,235 -3%
CAM
224
Capstone Asset Management
Texas
$12M -$145K -1,461 -1%
PI
225
PineBridge Investments
New York
$11.9M +$347K +3,502 +3%