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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 %
IMOV
501
Investment Management of Virginia
Virginia
$3.36M -$143K -909 -4%
CHC
502
City Holding Co
West Virginia
$3.33M -$78K -495 -2%
SPC
503
Sigma Planning Corp
Michigan
$3.31M +$272K +1,723 +9%
MIM
504
Montgomery Investment Management
Maryland
$3.3M -$26.8K -170 -0.8%
ST
505
Spinnaker Trust
Maine
$3.29M -$43.8K -278 -1%
CFB
506
Cullen/Frost Bankers
Texas
$3.27M +$29.1K +185 +0.9%
TWA
507
TCI Wealth Advisors
Arizona
$3.25M +$3.31K +21 +0.1%
NFA
508
Nuveen Fund Advisors
Illinois
$3.24M -$865K -5,487 -21%
HB
509
Homrich & Berg
Georgia
$3.23M +$158 +1 +0%
Renaissance Technologies
510
Renaissance Technologies
New York
$3.15M -$166M -1,050,600 -98%
VMPIC
511
Varma Mutual Pension Insurance Co
Finland
$3.15M +$3.15M +20,000 New
FMC
512
First Merchants Corp
Indiana
$3.15M +$75.8K +481 +2%
FIM
513
Freedom Investment Management
Connecticut
$3.14M +$2.72M +17,290 +650%
SCM
514
Shelton Capital Management
Colorado
$3.14M
MAM
515
Morse Asset Management
Connecticut
$3.14M -$20.5K -130 -0.6%
TF
516
TIAA FSB
Florida
$3.14M +$312K +1,978 +11%
SB
517
Simmons Bank
Arkansas
$3.09M +$67.1K +426 +2%
CI
518
Conning Inc
Connecticut
$3.07M +$246K +1,560 +9%
LNC
519
Lincoln National Corp
Pennsylvania
$3.05M +$1.75M +11,118 +135%
BSPF
520
British Steel Pension Fund
United Kingdom
$3.04M
BCM
521
Brookstone Capital Management
Illinois
$3.03M -$7.28M -46,228 -71%
EGM
522
Engineers Gate Manager
New York
$3.02M +$2.36M +14,961 +356%
TG
523
TCW Group
California
$3.01M +$304K +1,932 +11%
MFG
524
Monte Financial Group
Connecticut
$2.99M +$2.99M +19,001 New
VFA
525
Valeo Financial Advisors
Indiana
$2.98M +$512K +3,251 +21%