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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 %
AGM
601
Alpine Global Management
New York
$2.25M +$2.25M +14,276 New
ICOM
602
Investment Counselors of Maryland
Maryland
$2.24M -$86.7K -550 -4%
CI
603
Capital International
California
$2.24M +$2.05M +13,002 +1,084%
TRCT
604
Tower Research Capital (TRC)
New York
$2.24M +$1.11M +7,022 +98%
PCM
605
Princeton Capital Management
New Jersey
$2.24M +$2.24M +14,188 New
MSWM
606
Mader & Shannon Wealth Management
Missouri
$2.22M +$11.8K +75 +0.5%
BA
607
Baugh & Associates
Georgia
$2.22M +$2.22M +14,060 New
EOJOAM
608
E. Ohman J:or Asset Management
Sweden
$2.21M -$315K -2,000 -13%
MMPW
609
Mitchell McLeod Pugh & Williams
Alabama
$2.2M
Parallax Volatility Advisers
610
Parallax Volatility Advisers
California
$2.19M +$2.19M +13,880 New
CCM
611
Consolidated Capital Management
California
$2.18M +$267K +1,692 +14%
SFS
612
Sowell Financial Services
Arkansas
$2.17M -$383K -2,271 -15%
RJT
613
Raymond James Trust
Florida
$2.16M +$261K +1,657 +14%
WSFS
614
Wilmington Savings Fund Society
Delaware
$2.15M -$12K -76 -0.6%
DMC
615
Drexel Morgan & Co
Pennsylvania
$2.15M +$27.9K +177 +1%
PFS
616
Physicians Financial Services
North Carolina
$2.14M -$94.6K -600 -4%
LIM
617
Leavell Investment Management
Alabama
$2.12M
JIR
618
James Investment Research
Ohio
$2.07M -$455K -2,885 -18%
TIA
619
Trust Investment Advisors
Indiana
$2.07M -$63K -400 -3%
GAM
620
Griffin Asset Management
New York
$2.04M -$388K -2,460 -16%
CA
621
Cambridge Advisors
Nebraska
$2.04M +$946 +6 +0%
HCM
622
Highbridge Capital Management
New York
$2.04M -$761K -4,830 -27%
BA
623
Birinyi Associates
Connecticut
$2.03M
SCM
624
Schnieders Capital Management
California
$2.03M -$23.6K -150 -1%
HFM
625
Hartford Financial Management
Connecticut
$2.02M +$2.99K +19 +0.1%