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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 %
PWSG
676
Pacific Wealth Strategies Group
California
$1.12M +$54.8K +439 +5%
Bessemer Group
677
Bessemer Group
New Jersey
$1.12M -$37.4K -300 -3%
PAM
678
PVG Asset Management
Colorado
$1.12M -$221K -1,776 -17%
FPCG
679
Fort Pitt Capital Group
Pennsylvania
$1.11M +$71K +569 +7%
BEC
680
Blue Edge Capital
Virginia
$1.11M -$42.5K -341 -4%
PNC
681
Park National Corp
Ohio
$1.11M -$42.7K -342 -4%
ACI
682
Alpha Cubed Investments
California
$1.11M +$172K +1,381 +18%
SAM
683
Symphony Asset Management
California
$1.11M +$698K +5,593 +171%
TSS
684
Two Sigma Securities
New York
$1.1M +$1.12K +9 +0.1%
OA
685
Oxbow Advisors
Texas
$1.09M
CCC
686
Chelsea Counsel Company
California
$1.09M -$40.5K -325 -4%
HW
687
Hancock Whitney
Mississippi
$1.08M +$1.08M +8,639 New
CCM
688
Cribstone Capital Management
Maine
$1.08M -$37.4K -300 -3%
WA
689
WBH Advisory
Maryland
$1.06M +$873 +7 +0.1%
WG
690
Welch Group
Alabama
$1.05M -$36.3K -291 -3%
TSS
691
Thomas Story & Son
Indiana
$1.05M
SAM
692
Sawgrass Asset Management
Florida
$1.04M
BG
693
Bahl & Gaynor
Ohio
$1.04M
BCM
694
Bluefin Capital Management
New York
$1.03M -$248K -1,990 -19%
CPA
695
Court Place Advisors
Maryland
$1.03M +$48K +385 +5%
LNC
696
Lincoln National Corp
Pennsylvania
$1.03M +$69K +553 +7%
KTC
697
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$30.1K +241 +3%
CTI
698
Community Trust & Investment
Kentucky
$1.01M
BA
699
Bristol Advisors
Pennsylvania
$1.01M +$1.01M +8,100 New
FWM
700
Focused Wealth Management
New York
$1.01M +$40K +321 +4%