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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 %
SW
476
SVB Wealth
Massachusetts
$2.66M -$206K -1,656 -7%
MCM
477
McMillion Capital Management
North Carolina
$2.64M -$41.8K -335 -2%
CA
478
Cullinan Associates
Kentucky
$2.64M -$125K -1,000 -5%
MIM
479
Montgomery Investment Management
Maryland
$2.63M -$60.5K -485 -2%
ST
480
Spinnaker Trust
Maine
$2.63M +$234K +1,878 +10%
CO
481
Caldwell & Orkin
Georgia
$2.6M +$1.66M +13,340 +178%
EAM
482
Eagle Asset Management
Florida
$2.6M +$2.6M +20,834 New
DG
483
Davidson & Garrard
Virginia
$2.58M -$249K -2,000 -9%
CFB
484
Cullen/Frost Bankers
Texas
$2.57M +$38.5K +309 +2%
TWA
485
TCI Wealth Advisors
Arizona
$2.57M -$87.8K -704 -3%
HB
486
Homrich & Berg
Georgia
$2.56M +$2.22M +17,762 +648%
OTPPB
487
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.51M +$810K +6,494 +48%
BCM
488
Bayesian Capital Management
New York
$2.51M +$1.32M +10,600 +112%
MAM
489
Morse Asset Management
Connecticut
$2.5M -$24.9K -200 -1%
KWILP
490
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.5M +$183K +1,465 +8%
WAM
491
Wolverine Asset Management
Illinois
$2.49M +$2.49M +20,000 New
SCM
492
Shelton Capital Management
Colorado
$2.49M -$736K -5,900 -23%
Macquarie Group
493
Macquarie Group
Australia
$2.48M +$47.1K +378 +2%
RG
494
Rathbones Group
United Kingdom
$2.47M +$336K +2,690 +16%
NMC
495
Nine Masts Capital
Hong Kong
$2.47M -$1.64M -13,133 -40%
HAG
496
HighPoint Advisor Group
Illinois
$2.45M +$260K +1,902 +12%
Truist Financial
497
Truist Financial
North Carolina
$2.44M +$31.4K +252 +1%
RC
498
RegentAtlantic Capital
New Jersey
$2.44M -$56.7K -455 -2%
FMC
499
First Merchants Corp
Indiana
$2.43M +$2.03M +16,262 +503%
Envestnet Asset Management
500
Envestnet Asset Management
Illinois
$2.43M -$6.6M -52,995 -73%