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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 %
FA
501
FDx Advisors
Illinois
$2.42M +$290K +2,324 +14%
MCM
502
McKinley Capital Management
Alaska
$2.42M +$2.42M +19,383 New
TU
503
TDAM USA
Ontario, Canada
$2.41M +$772K +6,190 +47%
BSPF
504
British Steel Pension Fund
United Kingdom
$2.4M -$596K -4,783 -20%
SPC
505
Sigma Planning Corp
Michigan
$2.4M +$395K +3,165 +20%
SB
506
Simmons Bank
Arkansas
$2.4M +$16.8K +135 +0.7%
CAM
507
Cubic Asset Management
Massachusetts
$2.38M -$29.3K -235 -1%
MC
508
Moors & Cabot
Massachusetts
$2.37M +$546K +4,410 +30%
CWP
509
Capital Wealth Planning
Florida
$2.36M -$16.1M -129,166 -87%
GJIC
510
Gamble Jones Investment Counsel
California
$2.35M +$3.99K +32 +0.2%
ACM
511
Arosa Capital Management
Florida
$2.35M +$2.35M +18,841 New
LPIC
512
LeJeune Puetz Investment Counsel
Michigan
$2.35M -$43.7K -350 -2%
FFWA
513
FRG Family Wealth Advisors
Washington
$2.31M
MYLI
514
Meiji Yasuda Life Insurance
Japan
$2.3M +$502K +4,030 +28%
MYAM
515
Meiji Yasuda Asset Management
Japan
$2.27M +$71.1K +570 +3%
CLOS
516
Compagnie Lombard Odier SCmA
Switzerland
$2.27M +$250K +2,000 +12%
TCM
517
Twin Capital Management
Pennsylvania
$2.27M +$723K +5,800 +47%
AWA
518
Arete Wealth Advisors
Illinois
$2.24M -$32.3K -259 -1%
TF
519
TIAA FSB
Florida
$2.24M +$40.5K +325 +2%
CI
520
Conning Inc
Connecticut
$2.23M -$15K -120 -0.7%
HCM
521
Highbridge Capital Management
New York
$2.22M +$2.22M +17,781 New
GT
522
Glenview Trust
Kentucky
$2.2M +$104K +834 +5%
LIM
523
Loudon Investment Management
New Hampshire
$2.19M -$80.3K -644 -4%
CNBT
524
Canandaigua National Bank & Trust
New York
$2.19M -$25.9K -208 -1%
BC
525
Burney Company
Virginia
$2.17M -$685K -5,466 -24%