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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 %
BHC
676
Bowen Hanes & Co
Florida
$1.63M
OFG
677
OmniStar Financial Group
North Carolina
$1.62M +$1.62M +10,269 New
TAM
678
Tiverton Asset Management
Delaware
$1.58M +$1.58M +9,997 New
BAAM
679
Baker Avenue Asset Management
California
$1.57M +$34.5K +219 +2%
LBC
680
Lowe Brockenbrough & Co
Virginia
$1.56M +$27.6K +175 +2%
AWM
681
AE Wealth Management
Kansas
$1.55M -$1.03M -6,566 -40%
WG
682
Welch Group
Alabama
$1.54M +$209K +1,328 +16%
VWA
683
V Wealth Advisors
Kansas
$1.53M +$736K +4,346 +93%
MHIM
684
MacNealy Hoover Investment Management
Ohio
$1.53M -$42.2K -268 -3%
NHC
685
Nicholas Hoffman & Company
Georgia
$1.52M -$155K -983 -9%
CBU
686
CIBC Bank USA
Illinois
$1.52M
1IA
687
1834 Investment Advisors
Wisconsin
$1.51M -$44.6K -283 -3%
PAG
688
Private Advisory Group
Washington
$1.51M -$47.6K -302 -3%
BUB
689
BBVA USA Bancshares
Texas
$1.5M -$13.2K -84 -0.9%
FLI
690
Family Legacy Inc
South Carolina
$1.5M +$552K +3,503 +58%
SA
691
Sicart Associates
New York
$1.5M +$709K +4,500 +90%
TRIM
692
Thompson Rubinstein Investment Management
Oregon
$1.5M -$100K -635 -6%
BAC
693
Boys Arnold & Co
North Carolina
$1.49M
ATC
694
Adirondack Trust Company
New York
$1.49M -$8.67K -55 -0.6%
CAN
695
Claraphi Advisory Network
United States
$1.49M +$1.49M +9,453 New
AMG
696
Asset Management Group
Connecticut
$1.47M -$70K -444 -5%
SOAMC
697
Spirit of America Management Corp
New York
$1.47M
BCM
698
Boltwood Capital Management
California
$1.47M
KIG
699
Kessler Investment Group
Indiana
$1.47M +$5.51K +35 +0.4%
FIM
700
Fruth Investment Management
Texas
$1.46M -$15.8K -100 -1%