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Caterpillar

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
426
Howland Capital Management
Massachusetts
$4.88M -$9.45K -60 -0.2%
RGI
427
River Global Investors
United Kingdom
$4.85M +$733K +4,650 +18%
SIC
428
Salem Investment Counselors
North Carolina
$4.85M -$19.7K -125 -0.4%
KIA
429
KCM Investment Advisors
California
$4.8M -$12.6K -80 -0.3%
IAA
430
Independent Advisor Alliance
North Carolina
$4.8M +$685K +4,126 +17%
BA
431
Bridgewater Associates
Connecticut
$4.79M -$2.82M -17,888 -37%
W
432
Wealthfront
California
$4.7M +$374K +2,371 +9%
RE
433
RBC Europe
United Kingdom
$4.66M +$142K +903 +3%
NB
434
NBT Bank
New York
$4.65M -$110K -696 -2%
LP
435
LMR Partners
United Kingdom
$4.63M +$2.62M +16,648 +131%
SIC
436
Sigma Investment Counselors
Michigan
$4.62M -$20.5K -130 -0.4%
PA
437
Profund Advisors
Maryland
$4.54M +$1.11M +7,036 +32%
ACM
438
Argyle Capital Management
Pennsylvania
$4.52M -$110K -700 -2%
WIA
439
Wealthstreet Investment Advisors
Texas
$4.48M +$4.48M +28,440 New
JC
440
Jacobs & Co
California
$4.47M -$67.8K -430 -1%
AIS
441
Accurate Investment Solutions
Pennsylvania
$4.46M -$1.59M -10,060 -26%
EAM
442
Eagle Asset Management
Florida
$4.44M +$1.18M +7,525 +36%
MC
443
Martin Currie
United Kingdom
$4.37M -$1.4M -8,906 -24%
SDIC
444
South Dakota Investment Council
South Dakota
$4.37M -$1.48M -9,400 -25%
Massachusetts Financial Services
445
Massachusetts Financial Services
Massachusetts
$4.3M +$343K +2,177 +9%
KC
446
Kepos Capital
New York
$4.28M +$161K +1,020 +4%
Fayez Sarofim & Co
447
Fayez Sarofim & Co
Texas
$4.27M -$295K -1,869 -6%
SAM
448
Strategy Asset Managers
California
$4.27M +$13.1K +83 +0.3%
PAI
449
Pittenger & Anderson Inc
Nebraska
$4.26M +$732K +4,643 +21%
KCM
450
Kanawha Capital Management
Virginia
$4.24M -$63K -400 -1%