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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 %
SC
651
Searle & Co
Connecticut
$1.83M +$10.4K +66 +0.6%
WAM
652
Weatherly Asset Management
California
$1.82M -$318K -2,016 -15%
RCM
653
Radnor Capital Management
Pennsylvania
$1.81M -$43K -273 -2%
RG
654
Renaissance Group
Kentucky
$1.81M
CG
655
Clinton Group
New York
$1.8M -$5.92M -37,531 -77%
WS
656
Wedbush Securities
California
$1.8M +$38.9K +247 +2%
AIMCA
657
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.8M +$189K +1,200 +12%
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
$1.78M +$126K +800 +8%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$1.78M -$126K -800 -7%
HK
660
Horizon Kinetics
New York
$1.77M -$14.7K -93 -0.8%
ZCA
661
Zeke Capital Advisors
Pennsylvania
$1.76M +$275K +1,742 +19%
FNBTCON
662
First National Bank & Trust Co of Newtown
Pennsylvania
$1.74M +$41.7K +265 +2%
PK
663
Pflug Koory
Nebraska
$1.74M -$94.6K -600 -5%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$1.73M +$218K +1,382 +14%
PIM
665
Penobscot Investment Management
Massachusetts
$1.72M +$15.8K +100 +0.9%
PWSG
666
Pacific Wealth Strategies Group
California
$1.72M +$296K +1,877 +21%
ISL
667
Ingalls & Snyder LLC
New York
$1.71M -$7.88K -50 -0.5%
Cetera Investment Advisers
668
Cetera Investment Advisers
Illinois
$1.69M +$137K +864 +9%
ED
669
Exane Derivatives
France
$1.66M +$1.66M +10,525 New
GIM
670
Guardian Investment Management
California
$1.66M -$39.5K -251 -2%
OIA
671
Optimum Investment Advisors
Illinois
$1.65M
ADL
672
Asset Dedication LLC
California
$1.65M +$1.65M +10,456 New
SCP
673
Syntal Capital Partners
Texas
$1.65M +$1.13M +7,140 +216%
FTC
674
Farmers Trust Company
Ohio
$1.65M +$33.9K +215 +2%
IHL
675
Investment House LLC
California
$1.64M