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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 %
GFPC
576
Global Financial Private Capital
Florida
$2.49M +$234K +1,482 +10%
SNT
577
Security National Trust
West Virginia
$2.48M +$78K +495 +3%
SF
578
Synovus Financial
Georgia
$2.45M -$168K -1,064 -6%
HT
579
Heritage Trust
Oklahoma
$2.45M -$35.4K -225 -1%
SPIA
580
Steward Partners Investment Advisory
New York
$2.43M -$80.5K -511 -3%
IRF
581
IBM Retirement Fund
New York
$2.42M -$30.4K -176 -1%
MERSOM
582
Municipal Employees' Retirement System of Michigan
Michigan
$2.41M
MA
583
Marshwinds Advisory
Georgia
$2.41M -$31.5K -200 -1%
VI
584
Versor Investments
New York
$2.4M +$2.1M +13,347 +702%
FCH
585
Freestone Capital Holdings
Washington
$2.4M -$47.3K -300 -2%
CC
586
ClearArc Capital
Ohio
$2.39M -$1.58K -10 -0.1%
Macquarie Group
587
Macquarie Group
Australia
$2.38M -$138K -1,090 -5%
RC
588
RBF Capital
California
$2.36M
LRPA
589
L. Roy Papp & Associates
Arizona
$2.36M +$4.88K +31 +0.2%
QSS
590
Quantitative Systematic Strategies
Florida
$2.35M +$1.2M +7,600 +104%
HDIM
591
Hanson & Doremus Investment Management
Vermont
$2.29M -$42.9K -272 -2%
BWL
592
Bogart Wealth LLC
Virginia
$2.29M +$42.1K +267 +2%
SWM
593
Segment Wealth Management
Texas
$2.29M +$355K +2,253 +18%
ACM
594
Azimuth Capital Management
Michigan
$2.29M -$165K -1,050 -7%
LCM
595
Logan Capital Management
Pennsylvania
$2.28M -$47.3K -300 -2%
SLI
596
Sumitomo Life Insurance
Japan
$2.28M -$111K -703 -5%
HFA
597
HC Financial Advisors
California
$2.27M +$2.27M +14,400 New
VCAM
598
Van Cleef Asset Management
Ohio
$2.27M -$41.8K -265 -2%
Mariner
599
Mariner
Kansas
$2.26M +$1.08M +6,846 +91%
Koshinski Asset Management
600
Koshinski Asset Management
Illinois
$2.25M +$37.7K +239 +2%