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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 %
SWM
601
Segment Wealth Management
Texas
$1.53M +$250K +2,003 +19%
CCM
602
Consolidated Capital Management
California
$1.51M +$15.1K +121 +1%
WHG
603
Westwood Holdings Group
Texas
$1.51M -$80.2K -643 -5%
CT
604
Clearstead Trust
Maine
$1.51M
PIA
605
Peachtree Investment Advisors
Georgia
$1.51M
GIA
606
Guyasuta Investment Advisors
Pennsylvania
$1.51M
RJT
607
Raymond James Trust
Florida
$1.5M +$94.3K +756 +7%
SCA
608
STALEY CAPITAL ADVISERS
Pennsylvania
$1.47M
IUHSA
609
Itau Unibanco Holding S.A.
Brazil
$1.47M +$1.22M +3,092 +493%
Verition Fund Management
610
Verition Fund Management
Connecticut
$1.46M +$1.07M +8,566 +270%
JPMIA
611
J.P. Marvel Investment Advisors
Massachusetts
$1.46M -$22.2K -178 -2%
PK
612
Pflug Koory
Nebraska
$1.45M -$87.3K -700 -6%
VFA
613
Voya Financial Advisors
Connecticut
$1.45M +$88.3K +705 +6%
SC
614
Searle & Co
Connecticut
$1.44M
RG
615
Renaissance Group
Kentucky
$1.43M -$322K -2,583 -18%
SSA
616
Schonfeld Strategic Advisors
New York
$1.43M -$2.9M -23,234 -67%
CT
617
Coastline Trust
Rhode Island
$1.42M -$101K -810 -7%
CA
618
Callahan Advisors
Texas
$1.42M +$86.6K +694 +7%
ECM
619
EagleClaw Capital Management
Massachusetts
$1.41M -$79K -633 -5%
HK
620
Horizon Kinetics
New York
$1.41M -$12.5K -100 -0.9%
EP
621
Elkfork Partners
Oregon
$1.4M -$148K -1,190 -10%
HIC
622
Holderness Investments Company
North Carolina
$1.4M -$32.6K -261 -2%
BRA
623
Blue Rock Advisors
Minnesota
$1.4M -$393K -3,155 -22%
APP
624
Avantax Planning Partners
Iowa
$1.39M -$396K -3,174 -22%
WS
625
Wedbush Securities
California
$1.39M -$102K -815 -7%