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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 %
SL
626
Summitry LLC
California
$2.02M +$59.9K +380 +3%
BA
627
Boston Advisors
Massachusetts
$2.01M -$364K -2,307 -15%
MCM
628
Murphy Capital Management
New Jersey
$2M
SSG
629
Summit Securities Group
New York
$1.99M +$1.99M +12,600 New
BOC
630
Barbara Oil Co
Illinois
$1.97M
SCA
631
Strategic Capital Advisers
Colorado
$1.94M +$1.94M +12,309 New
RC
632
Roundview Capital
New Jersey
$1.94M +$230K +1,460 +13%
VF
633
Virtu Financial
New York
$1.94M +$1.51M +9,569 +351%
SC
634
Slow Capital
California
$1.94M +$1.94M +12,289 New
MCWS
635
McKinley Carter Wealth Services
West Virginia
$1.93M +$1.54M +9,788 +394%
JIC
636
Johnson Investment Counsel
Ohio
$1.93M -$55.1K -350 -3%
PIA
637
Peachtree Investment Advisors
Georgia
$1.93M +$21.3K +135 +1%
HIC
638
Holderness Investments Company
North Carolina
$1.92M +$153K +970 +9%
CICI
639
Capital Investment Counsel Inc
North Carolina
$1.91M -$67K -425 -3%
CRC
640
Curi RMB Capital
Illinois
$1.9M -$102K -647 -5%
BFEC
641
Benjamin F. Edwards & Company
Missouri
$1.9M -$193K -1,223 -9%
CA
642
Callahan Advisors
Texas
$1.89M +$100K +635 +6%
WHG
643
Westwood Holdings Group
Texas
$1.89M -$19.7K -125 -1%
ECM
644
EagleClaw Capital Management
Massachusetts
$1.88M +$94.8K +600 +5%
VFA
645
Voya Financial Advisors
Connecticut
$1.88M +$42.9K +271 +2%
SCA
646
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M
REMPR
647
Roof Eidam Maycock Peralta (REMP)
California
$1.86M +$1.86M +11,780 New
CT
648
Coastline Trust
Rhode Island
$1.85M +$59.1K +375 +3%
JPMIA
649
J.P. Marvel Investment Advisors
Massachusetts
$1.84M
SWM
650
SeaCrest Wealth Management
New York
$1.83M +$1.83M +11,614 New