CAT icon

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 %
CAM
526
Cubic Asset Management
Massachusetts
$2.98M -$24.4K -155 -0.8%
Truist Financial
527
Truist Financial
North Carolina
$2.98M -$108K -688 -4%
Pacer Advisors
528
Pacer Advisors
Pennsylvania
$2.97M -$1.7M -10,811 -36%
CTA
529
Colonial Trust Advisors
South Carolina
$2.95M +$598K +3,796 +25%
MCM
530
Monument Capital Management
Virginia
$2.95M +$2.95M +18,701 New
CAPTRUST Financial Advisors
531
CAPTRUST Financial Advisors
North Carolina
$2.94M +$2.86M +18,166 +3,633%
MC
532
Moors & Cabot
Massachusetts
$2.94M -$82.8K -523 -3%
RC
533
RegentAtlantic Capital
New Jersey
$2.93M -$144K -913 -5%
FHAM
534
Folger Hill Asset Management
New York
$2.93M +$2.3M +14,600 +365%
LPIC
535
LeJeune Puetz Investment Counsel
Michigan
$2.93M -$39.4K -250 -1%
CA
536
Cullinan Associates
Kentucky
$2.92M -$410K -2,600 -12%
FFWA
537
FRG Family Wealth Advisors
Washington
$2.92M
MSU
538
Mizuho Securities USA
New York
$2.92M +$504K +3,199 +21%
BC
539
Burney Company
Virginia
$2.88M +$148K +936 +5%
TCM
540
Twin Capital Management
Pennsylvania
$2.87M
CCM
541
Crossvault Capital Management
Texas
$2.86M +$195K +1,235 +7%
NCGI
542
Next Century Growth Investors
Minnesota
$2.85M +$2.85M +18,088 New
HAG
543
HighPoint Advisor Group
Illinois
$2.85M +$80.7K +524 +3%
SSA
544
Schonfeld Strategic Advisors
New York
$2.83M +$1.02M +6,481 +57%
CNBT
545
Canandaigua National Bank & Trust
New York
$2.76M -$7.72K -49 -0.3%
GJIC
546
Gamble Jones Investment Counsel
California
$2.76M -$212K -1,344 -7%
Twin Tree Management
547
Twin Tree Management
Texas
$2.76M +$2.76M +17,481 New
LFAS
548
Level Four Advisory Services
Texas
$2.75M +$445K +2,822 +19%
GT
549
Glenview Trust
Kentucky
$2.75M -$28.4K -180 -1%
CBTWT
550
Community Bank & Trust (Waco, Texas)
Texas
$2.72M +$57.5K +365 +2%