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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 %
DCM
326
Dupont Capital Management
Delaware
$6.46M +$3.81M +30,572 +144%
AAF
327
Andra AP-fonden
Sweden
$6.45M +$1.95M +15,600 +43%
UB
328
UMB Bank
Missouri
$6.43M -$142K -1,140 -2%
DY
329
Dowling & Yahnke
California
$6.38M +$75.7K +607 +1%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$6.31M -$17.6K -141 -0.3%
CIP
331
Chartwell Investment Partners
Pennsylvania
$6.29M +$6.29M +50,406 New
WBC
332
Westpac Banking Corp
Australia
$6.27M +$561K +4,498 +10%
VDI
333
Vaughan David Investments
Illinois
$6.25M -$371K -2,974 -6%
OCM
334
Olstein Capital Management
New York
$6.17M -$748K -6,000 -11%
IA
335
IFP Advisors
Florida
$6.17M -$355K -2,846 -5%
CG
336
Clinton Group
New York
$6.11M +$3.63M +29,085 +146%
BA
337
Bridgewater Associates
Connecticut
$6.02M +$6.02M +48,251 New
XK
338
Xact Kapitalforvaltning
Sweden
$6M +$233K +1,871 +4%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6M +$535K +4,291 +10%
PFS
340
Prospera Financial Services
Texas
$5.99M +$14.2K +113 +0.2%
Teacher Retirement System of Texas
341
Teacher Retirement System of Texas
Texas
$5.99M +$5.21M +41,782 +669%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$5.98M +$775K +6,212 +15%
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
$5.94M -$1.37M -10,998 -19%
ZDA
344
Zweig-DiMenna Associates
New York
$5.92M +$5.92M +47,500 New
SIM
345
Sentry Investment Management
Wisconsin
$5.89M +$3.04M +24,392 +107%
LSA
346
L & S Advisors
California
$5.84M +$5.84M +46,820 New
ANI
347
American National Insurance
Texas
$5.84M
DC
348
Davenport & Co
Virginia
$5.81M -$948K -7,604 -14%
MC
349
Mathes Company
New York
$5.71M -$140K -1,125 -2%
CGH
350
Crossmark Global Holdings
Texas
$5.63M +$5.63M +45,111 New