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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 %
ACM
551
Azimuth Capital Management
Michigan
$1.94M -$3.74K -30 -0.2%
FCH
552
Freestone Capital Holdings
Washington
$1.94M +$146K +1,169 +8%
MA
553
Marshwinds Advisory
Georgia
$1.93M +$125 +1 +0%
GAM
554
Griffin Asset Management
New York
$1.92M +$1.92M +15,425 New
MSU
555
Mizuho Securities USA
New York
$1.91M +$1.91M +15,307 New
MERSOM
556
Municipal Employees' Retirement System of Michigan
Michigan
$1.9M -$450K -3,610 -19%
HPC
557
HM Payson & Co
Maine
$1.9M -$61.5K -493 -3%
SNT
558
Security National Trust
West Virginia
$1.9M +$11.2K +90 +0.6%
CC
559
ClearArc Capital
Ohio
$1.89M +$87.9K +705 +5%
SLI
560
Sumitomo Life Insurance
Japan
$1.89M -$34K -273 -2%
BA
561
Boston Advisors
Massachusetts
$1.87M -$15K -120 -0.8%
RC
562
RBF Capital
California
$1.87M
VIA
563
Virtus Investment Advisers
Connecticut
$1.87M -$233K -1,866 -11%
LRPA
564
L. Roy Papp & Associates
Arizona
$1.87M -$249K -2,000 -12%
CTA
565
Colonial Trust Advisors
South Carolina
$1.86M -$29.3K -235 -2%
HDIM
566
Hanson & Doremus Investment Management
Vermont
$1.85M
LCM
567
Logan Capital Management
Pennsylvania
$1.84M +$81K +650 +5%
ICOM
568
Investment Counselors of Maryland
Maryland
$1.84M -$34.3K -275 -2%
MME
569
Meag Munich Ergo
Germany
$1.83M
VCAM
570
Van Cleef Asset Management
Ohio
$1.83M -$20K -160 -1%
LFAS
571
Level Four Advisory Services
Texas
$1.82M +$583K +4,674 +47%
BWL
572
Bogart Wealth LLC
Virginia
$1.81M +$254 +2 +0%
PP
573
Paloma Partners
Connecticut
$1.79M +$1.79M +14,383 New
DTL
574
Dynamic Technology Lab
Singapore
$1.79M +$1.79M +14,381 New
GFPC
575
Global Financial Private Capital
Florida
$1.78M +$1.78M +14,301 New