CAT icon

Caterpillar

1,270 hedge funds and large institutions have $51.4B invested in Caterpillar in 2017 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 432 increasing their positions, 487 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+78
Holders Change %
+6.54%
% of All Funds
31.71%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
1.02%
New
130
Increased
432
Reduced
487
Closed
43
Calls
$1.29B
Puts
$1.86B
Net Calls
-$573M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$13.1M -$223K -1,789 -2%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$13M -$600K -4,814 -4%
URS
228
Utah Retirement Systems
Utah
$13M +$24.9K +200 +0.2%
CB
229
Commerce Bank
Missouri
$12.9M +$818K +6,559 +7%
CBOA
230
Commonwealth Bank of Australia
Australia
$12.6M +$93.2K +748 +0.7%
Creative Planning
231
Creative Planning
Kansas
$12.3M +$623K +4,992 +5%
CIC
232
Cutler Investment Counsel
Oregon
$12.3M +$191K +1,530 +2%
MSV
233
MN Services Vermogensbeheer
Netherlands
$12.1M +$200K +1,600 +2%
LCS
234
Levin Capital Strategies
New York
$11.7M +$420K +3,365 +4%
Cohen & Steers
235
Cohen & Steers
New York
$11.6M -$3.56M -28,547 -23%
HAI
236
Hennessy Advisors Inc
California
$11.4M -$3.27M -26,200 -22%
AIS
237
American Investment Services
Massachusetts
$11.4M -$5.69M -45,653 -33%
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$11.3M +$2.67M +21,435 +31%
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$11.2M
MIM
240
Marco Investment Management
Georgia
$11.2M -$223K -1,788 -2%
AG
241
Advisor Group
Arizona
$11.2M +$452K +3,622 +4%
MIH
242
Madison Investment Holdings
Wisconsin
$11M -$549K -4,400 -5%
DZ Bank
243
DZ Bank
Germany
$10.8M +$8.23M +66,011 +320%
SMI
244
Shelter Mutual Insurance
Missouri
$10.8M -$1.01M -8,100 -9%
CBOR
245
Community Bank of Raymore
Missouri
$10.7M -$380K -3,045 -3%
NI
246
Numeric Investors
Massachusetts
$10.6M +$10.6M +85,300 New
GWM
247
Geneos Wealth Management
Colorado
$10.5M -$817K -6,551 -7%
CIA
248
CCM Investment Advisers
South Carolina
$10.5M -$345K -2,768 -3%
CFG
249
Citizens Financial Group
Rhode Island
$10.3M +$3.11M +24,907 +43%
MSA
250
Mason Street Advisors
Wisconsin
$10.2M +$33.7K +270 +0.3%