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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 %
Lazard Asset Management
476
Lazard Asset Management
New York
$3.63M +$3.63M +23,030 New
FMBTD
477
First Midwest Bank Trust Division
Illinois
$3.62M -$199K -1,264 -5%
CAN
478
Cetera Advisor Networks
California
$3.62M -$48.7K -309 -1%
NIC
479
Northwest Investment Counselors
Oregon
$3.6M -$44.1K -280 -1%
NRS
480
Neville Rodie & Shaw
New York
$3.6M -$182K -1,155 -5%
FMWA
481
Forvis Mazars Wealth Advisors
Missouri
$3.57M -$103K -652 -3%
CA
482
Cetera Advisors
Colorado
$3.56M +$1.93M +12,265 +119%
WAM
483
Wolverine Asset Management
Illinois
$3.56M +$408K +2,587 +13%
RIG
484
Renaissance Investment Group
Massachusetts
$3.56M +$3.56M +22,577 New
BBA
485
BLB&B Advisors
Pennsylvania
$3.55M -$77.1K -489 -2%
TBA
486
Tower Bridge Advisors
Pennsylvania
$3.54M +$87.3K +554 +3%
PCM
487
Price Capital Management
Louisiana
$3.54M +$3.54M +22,430 New
CCM
488
Coldstream Capital Management
Washington
$3.51M +$108K +684 +3%
WJA
489
Williams Jones & Associates
New York
$3.5M +$11K +70 +0.3%
OCM
490
Olstein Capital Management
New York
$3.47M -$4.33M -27,500 -56%
AIP
491
Ameritas Investment Partners
Nebraska
$3.45M -$60K -409 -2%
ZB
492
Zions Bancorporation
Utah
$3.44M -$376K -2,389 -10%
PP
493
Palladium Partners
Virginia
$3.42M -$298K -1,891 -8%
Simplex Trading
494
Simplex Trading
Illinois
$3.42M -$2.86M -18,134 -46%
CI
495
Cigna Investments
Connecticut
$3.41M -$127K -808 -4%
FAAS
496
First Allied Advisory Services
California
$3.41M -$507K -3,205 -13%
ACM
497
Alpha Capital Management
Texas
$3.4M -$236K -1,496 -6%
DWA
498
Douglass Winthrop Advisors
New York
$3.4M
BPM
499
Bowling Portfolio Management
Ohio
$3.38M +$3.38M +21,436 New
MCM
500
McMillion Capital Management
North Carolina
$3.38M +$39.7K +252 +1%