CAT icon

Caterpillar

1,161 hedge funds and large institutions have $39B invested in Caterpillar in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 350 increasing their positions, 468 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+69
Holders Change %
+6.32%
% of All Funds
29.07%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
157
Increased
350
Reduced
468
Closed
69
Calls
$956M
Puts
$1.7B
Net Calls
-$742M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
MNA
226
Manning & Napier Advisors
New York
$7.71M +$425K +4,580 +6%
SCM
227
SKBA Capital Management
California
$7.62M -$2.38M -25,700 -24%
DCM
228
Dynamic Capital Management
Jersey
$7.61M +$4.99M +53,799 +190%
FBA
229
Front Barnett Associates
Illinois
$7.61M -$385K -4,153 -5%
EMG
230
Ellington Management Group
Connecticut
$7.56M +$7.56M +81,494 New
AQR Capital Management
231
AQR Capital Management
Connecticut
$7.52M +$7.21M +77,746 +2,356%
RW
232
Rand Wealth
Maryland
$7.48M +$742 +8 +0%
MSA
233
Mason Street Advisors
Wisconsin
$7.42M +$92.8K +1,001 +1%
TCM
234
Tufton Capital Management
Maryland
$7.26M -$138K -1,485 -2%
BCM
235
Buckhead Capital Management
Georgia
$7.24M -$1.17M -12,627 -14%
AAA
236
Adams Asset Advisors
Texas
$7.24M -$299K -3,220 -4%
BCM
237
Birmingham Capital Management
Alabama
$7.24M -$33.8K -364 -0.5%
AG
238
Advisor Group
Arizona
$7.13M -$2.13K -23 -0%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$7.12M +$10.4K +112 +0.1%
William Blair & Company
240
William Blair & Company
Illinois
$7.11M +$21.1K +227 +0.3%
SIA
241
SeaBridge Investment Advisors
New Jersey
$7.03M -$51.9K -560 -0.7%
GG
242
Gofen & Glossberg
Illinois
$6.93M -$270K -2,915 -4%
FCI
243
Financial Counselors Inc
Kansas
$6.91M +$6.91M +74,466 New
BCM
244
Brookstone Capital Management
Illinois
$6.88M +$424K +4,575 +7%
PSUF
245
People's United Financial
Connecticut
$6.69M +$356K +3,834 +6%
B
246
BP
United Kingdom
$6.68M
DL
247
Delta Lloyd
Netherlands
$6.63M +$2.64M +28,510 +66%
ACPU
248
Arrowgrass Capital Partners (US)
Delaware
$6.54M +$3.59M +38,669 +121%
WT
249
Whittier Trust
California
$6.47M -$167K -1,805 -3%
WF
250
Welch & Forbes
Massachusetts
$6.45M -$118K -1,276 -2%