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 %
AB
276
Amalgamated Bank
New York
$8.55M +$186K +1,493 +2%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$8.49M +$1.23M +9,827 +17%
B
278
BP
United Kingdom
$8.48M
SIRP
279
Shelter Insurance Retirement Plan
Missouri
$8.46M -$449K -3,600 -5%
BCM
280
Brookstone Capital Management
Illinois
$8.16M -$1.12M -8,991 -12%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$8.15M
CCM
282
Cadence Capital Management
Massachusetts
$8.12M +$36.9K +296 +0.5%
FWIA
283
Fort Washington Investment Advisors
Ohio
$8.07M -$16K -128 -0.2%
SCM
284
Sterling Capital Management
North Carolina
$8M +$8M +64,121 New
CCM
285
Chilton Capital Management
Texas
$7.97M +$7.97M +63,885 New
DAM
286
Delta Asset Management
Tennessee
$7.95M +$124K +992 +2%
AAA
287
Adams Asset Advisors
Texas
$7.91M -$326K -2,614 -4%
CSIC
288
Clifford Swan Investment Counsel
California
$7.9M -$112K -900 -1%
RW
289
Rand Wealth
Maryland
$7.86M -$580K -4,647 -7%
HFS
290
HL Financial Services
Kentucky
$7.85M +$144K +1,155 +2%
CTC
291
Central Trust Company
Missouri
$7.82M +$28.7K +230 +0.4%
PPCM
292
Pillar Pacific Capital Management
California
$7.81M +$28.7K +230 +0.4%
QI
293
QS Investors
New York
$7.75M +$6.4M +51,293 +472%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$7.7M +$42.2K +338 +0.6%
AFP
295
Ausdal Financial Partners
Iowa
$7.63M +$275K +2,202 +4%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$7.62M +$8.48K +68 +0.1%
AIM
297
Achmea Investment Management
Netherlands
$7.6M +$3.35M +26,877 +79%
AC
298
AFAM Capital
Texas
$7.56M -$37.8K -303 -0.5%
BC
299
Blackhill Capital
New Jersey
$7.48M
SAM
300
Securian Asset Management
Minnesota
$7.47M +$52.4K +420 +0.7%