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Caterpillar

1,161 hedge funds and large institutions have $39B invested in Caterpillar in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 350 increasing their positions, 468 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+69
Holders Change %
+6.32%
% of All Funds
29.07%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
157
Increased
350
Reduced
468
Closed
69
Calls
$956M
Puts
$1.7B
Net Calls
-$742M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
MYAM
651
Meiji Yasuda Asset Management
Japan
$839K +$12.1K +130 +1%
WB
652
WesBanco Bank
West Virginia
$832K +$15.3K +165 +2%
WA
653
WFG Advisors
Texas
$831K -$60.5K -653 -7%
BAC
654
Boys Arnold & Co
North Carolina
$831K
BFM
655
Boston Financial Management
Massachusetts
$814K +$59.8K +645 +8%
OA
656
Oxbow Advisors
Texas
$810K
PI
657
PineBridge Investments
New York
$804K +$348K +3,757 +76%
WC
658
Woodstock Corp
Massachusetts
$800K -$128K -1,375 -14%
WA
659
WBH Advisory
Maryland
$798K -$30.8K -332 -4%
IAMOG
660
Investors Asset Management of Georgia
Georgia
$795K
RCAG
661
Rehmann Capital Advisory Group
Michigan
$793K +$21K +226 +3%
PFS
662
Prospera Financial Services
Texas
$788K +$262K +2,829 +50%
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$787K -$14.9K -161 -2%
UAS
664
United Asset Strategies
New York
$786K +$75.2K +811 +11%
TSS
665
Thomas Story & Son
Indiana
$779K
BG
666
Bahl & Gaynor
Ohio
$776K +$4.18K +45 +0.5%
GHCM
667
Glen Harbor Capital Management
California
$776K +$776K +8,372 New
WG
668
Welch Group
Alabama
$771K -$5.66K -61 -0.7%
SAM
669
Sawgrass Asset Management
Florida
$771K
CL
670
CPWM LLC
Washington
$768K +$10.1K +109 +1%
CNB
671
Camden National Bank
Maine
$768K +$768K +8,286 New
CTI
672
Community Trust & Investment
Kentucky
$751K
CT
673
Clearstead Trust
Maine
$747K +$747K +7,900 New
DSN
674
D. Scott Neal
Kentucky
$746K
FIG
675
FundX Investment Group
California
$742K