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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 %
HI
526
Hudock Inc
Pennsylvania
$2.16M +$129K +1,034 +6%
BPC
527
Banque Pictet & Cie
Switzerland
$2.15M -$1.25M -10,000 -37%
TG
528
TCW Group
California
$2.14M +$2.14M +17,160 New
NIM
529
Northeast Investment Management
Massachusetts
$2.13M -$102K -820 -5%
WPP
530
Whalerock Point Partners
Rhode Island
$2.13M
SIMM
531
Stillwater Investment Management (Minnesota)
Minnesota
$2.12M +$9.48K +76 +0.4%
CBTWT
532
Community Bank & Trust (Waco, Texas)
Texas
$2.11M -$9.98K -80 -0.5%
CCM
533
Crossvault Capital Management
Texas
$2.11M +$359K +2,875 +21%
OPCM
534
Osborne Partners Capital Management
California
$2.09M -$539K -4,325 -21%
TCOV
535
Trust Company of Vermont
Vermont
$2.08M -$47.5K -381 -2%
SF
536
Synovus Financial
Georgia
$2.07M -$55.5K -445 -3%
PH
537
Pinnacle Holdings
Oklahoma
$2.07M +$143K +1,145 +7%
II
538
IFM Investors
Australia
$2.06M +$17.7K +142 +0.9%
SFS
539
Sowell Financial Services
Arkansas
$2.06M -$953K -6,995 -32%
DCM
540
Donaldson Capital Management
Indiana
$2.05M +$19.2K +154 +0.9%
AWM
541
AE Wealth Management
Kansas
$2.05M -$244K -1,956 -11%
PCMI
542
Princeton Capital Management Inc
New Jersey
$2.02M +$83.3K +668 +4%
JIR
543
James Investment Research
Ohio
$2M +$2M +16,015 New
EOJOAM
544
E. Ohman J:or Asset Management
Sweden
$2M +$37.4K +300 +2%
SPIA
545
Steward Partners Investment Advisory
New York
$1.99M -$2.28M -18,289 -53%
HT
546
Heritage Trust
Oklahoma
$1.97M -$151K -1,210 -7%
1SB
547
1ST Source Bank
Indiana
$1.97M -$11K -88 -0.6%
VFA
548
Valeo Financial Advisors
Indiana
$1.96M +$1.96M +15,684 New
IRF
549
IBM Retirement Fund
New York
$1.95M +$36.5K +266 +2%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M -$69.3K -556 -3%