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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 %
PFS
576
Physicians Financial Services
North Carolina
$1.77M
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$1.75M +$98.5K +790 +6%
MSWM
578
Mader & Shannon Wealth Management
Missouri
$1.74M +$77.3K +620 +5%
CSS
579
Cubist Systematic Strategies
Connecticut
$1.74M -$986K -7,907 -36%
MMPW
580
Mitchell McLeod Pugh & Williams
Alabama
$1.74M -$4.99K -40 -0.3%
WSFS
581
Wilmington Savings Fund Society
Delaware
$1.71M +$29.2K +234 +2%
WAM
582
Weatherly Asset Management
California
$1.69M -$7.48K -60 -0.4%
TIA
583
Trust Investment Advisors
Indiana
$1.69M -$274K -2,200 -14%
HAM
584
Highstreet Asset Management
Ontario, Canada
$1.68M -$107K -856 -6%
DMC
585
Drexel Morgan & Co
Pennsylvania
$1.68M -$51.4K -412 -3%
LIM
586
Leavell Investment Management
Alabama
$1.68M -$17.1K -137 -1%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$1.66M -$17.8K -143 -1%
ASN
588
Advisory Services Network
Georgia
$1.63M +$396K +3,178 +32%
SCM
589
Schnieders Capital Management
California
$1.62M +$6.24K +50 +0.4%
CA
590
Cambridge Advisors
Nebraska
$1.62M +$873 +7 +0.1%
BA
591
Birinyi Associates
Connecticut
$1.61M +$31.2K +250 +2%
HFM
592
Hartford Financial Management
Connecticut
$1.6M +$499 +4 +0%
AP
593
Advisor Partners
California
$1.59M +$54.1K +434 +4%
LP
594
LMR Partners
United Kingdom
$1.59M -$1.28M -10,235 -45%
CRC
595
Curi RMB Capital
Illinois
$1.59M +$55.5K +445 +4%
MCM
596
Murphy Capital Management
New Jersey
$1.58M -$62.3K -500 -4%
JIC
597
Johnson Investment Counsel
Ohio
$1.57M +$68.2K +547 +5%
CICI
598
Capital Investment Counsel Inc
North Carolina
$1.57M -$121K -967 -7%
BOC
599
Barbara Oil Co
Illinois
$1.56M
SL
600
Summitry LLC
California
$1.55M +$127K +1,020 +9%