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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 %
WAM
301
World Asset Management
Michigan
$7.43M -$54.1K -434 -0.7%
SG Americas Securities
302
SG Americas Securities
New York
$7.25M +$345K +2,767 +5%
Brown Advisory
303
Brown Advisory
Maryland
$7.22M +$143K +1,145 +2%
LDB
304
Lee, Danner & Bass
Tennessee
$7.21M -$88.1K -706 -1%
OC
305
Oppenheimer & Co
New York
$7.19M -$617K -4,949 -8%
WP
306
WMS Partners
Maryland
$7.14M -$21.7K -174 -0.3%
FT
307
Fiduciary Trust
Massachusetts
$7.02M -$313K -2,507 -4%
GL
308
GLG LLC
New York
$6.99M -$650K -5,214 -9%
Natixis Advisors
309
Natixis Advisors
Massachusetts
$6.98M -$3.16M -25,380 -31%
PA
310
Pinnacle Associates
New York
$6.88M -$6.98K -56 -0.1%
GIM
311
Grassi Investment Management
California
$6.86M +$24.9K +200 +0.4%
FSA
312
Financial Sense Advisors
California
$6.84M +$2.35M +18,821 +52%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$6.83M
NLGIA
314
Nippon Life Global Investors Americas
New York
$6.78M +$20K +160 +0.3%
WI
315
WBI Investments
New Jersey
$6.75M +$6.75M +54,082 New
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$6.74M +$152K +1,218 +2%
WF
317
Welch & Forbes
Massachusetts
$6.7M -$156K -1,254 -2%
DP
318
Dearborn Partners
Illinois
$6.7M -$86.7K -695 -1%
GSBTD
319
Glenview State Bank Trust Department
Illinois
$6.61M +$125K +1,000 +2%
ACP
320
Ashfield Capital Partners
California
$6.57M +$4.54M +36,364 +223%
BF
321
BOK Financial
Oklahoma
$6.54M -$257K -2,064 -4%
A
322
AustralianSuper
Australia
$6.54M +$6.54M +52,400 New
Dodge & Cox
323
Dodge & Cox
California
$6.51M -$261K -2,095 -4%
B
324
Barings
North Carolina
$6.49M +$826K +6,620 +15%
TAF
325
Tredje AP-fonden
Sweden
$6.48M +$776K +6,224 +14%