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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 %
SRCM
401
Swift Run Capital Management
Virginia
$3.97M
AW
402
ACG Wealth
Georgia
$3.95M -$119K -956 -3%
SAM
403
Silvercrest Asset Management
New York
$3.93M
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92M -$426K -3,412 -10%
HCM
405
Howland Capital Management
Massachusetts
$3.87M -$6.24K -50 -0.2%
BB
406
Busey Bank
Illinois
$3.86M -$1.09M -8,767 -22%
SIC
407
Salem Investment Counselors
North Carolina
$3.85M +$73.5K +590 +2%
KIA
408
KCM Investment Advisors
California
$3.81M -$39K -313 -1%
BCCM
409
Bridge Creek Capital Management
Massachusetts
$3.79M -$320K -2,565 -8%
NB
410
NBT Bank
New York
$3.76M -$321K -2,578 -8%
Pacer Advisors
411
Pacer Advisors
Pennsylvania
$3.7M +$283K +2,269 +8%
SIC
412
Sigma Investment Counselors
Michigan
$3.68M -$11K -88 -0.3%
SBIA
413
Sheaff Brock Investment Advisors
Indiana
$3.67M +$1.54M +12,344 +72%
ACM
414
Argyle Capital Management
Pennsylvania
$3.66M -$18.7K -150 -0.5%
NIT
415
NumerixS Investment Technologies
British Columbia, Canada
$3.64M +$1.71M +13,751 +89%
Fayez Sarofim & Co
416
Fayez Sarofim & Co
Texas
$3.61M -$177K -1,420 -5%
VAM
417
Visionary Asset Management
Texas
$3.61M -$501K -4,021 -12%
SFM
418
Systematic Financial Management
New Jersey
$3.61M +$842K +6,752 +30%
JC
419
Jacobs & Co
California
$3.59M +$19.8K +159 +0.6%
RE
420
RBC Europe
United Kingdom
$3.57M +$3.57M +28,642 New
GLRA
421
Gerald L. Ray & Associates
Texas
$3.53M
W
422
Wealthfront
California
$3.42M +$450K +3,612 +15%
V
423
Veritable
Delaware
$3.41M -$39.8K -319 -1%
PG
424
Pendal Group
Australia
$3.41M +$3.41M +27,341 New
KCM
425
Kanawha Capital Management
Virginia
$3.41M -$66.2K -531 -2%