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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 %
WCF
701
West Coast Financial
California
$1.01M +$1.01M +8,058 New
DSN
702
D. Scott Neal
Kentucky
$1M
FIG
703
FundX Investment Group
California
$998K
MSAM
704
Moloney Securities Asset Management
Missouri
$992K +$90.4K +725 +10%
CG
705
Caprock Group
Idaho
$989K -$3.99K -32 -0.4%
LCM
706
Laurion Capital Management
New York
$985K -$6.59M -52,852 -87%
CAG
707
Csenge Advisory Group
Florida
$967K +$967K +7,752 New
WC
708
Woodstock Corp
Massachusetts
$963K -$12.5K -100 -1%
PAM
709
Palisade Asset Management
Minnesota
$963K +$56.1K +450 +6%
IAMOG
710
Investors Asset Management of Georgia
Georgia
$957K -$6.24K -50 -0.6%
MSE
711
MUFG Securities EMEA
United Kingdom
$956K +$29.7K +238 +3%
BFA
712
Bragg Financial Advisors
North Carolina
$953K -$16.8K -135 -2%
AFNAS
713
American Financial Network Advisory Services
California
$951K +$951K +7,624 New
QIM
714
Quest Investment Management
Oregon
$949K -$24.9K -200 -3%
FTI
715
Fiduciary Trust International
Massachusetts
$944K +$68.3K +548 +8%
FIM
716
Fernwood Investment Management
Massachusetts
$942K -$93.6K -750 -9%
Mariner
717
Mariner
Kansas
$937K +$30.8K +247 +3%
ONB
718
Old National Bancorp
Indiana
$932K -$12.5K -100 -1%
CWM
719
Cornerstone Wealth Management
Missouri
$928K +$32.7K +258 +4%
TIA
720
Tiemann Investment Advisors
California
$925K
DLA
721
Douglas Lane & Associates
New York
$921K -$5.61K -45 -0.6%
OAM
722
Oppenheimer Asset Management
New York
$920K -$32.3K -259 -3%
MPI
723
Mairs & Power Inc
Minnesota
$918K
CFA
724
Cahill Financial Advisors
Minnesota
$918K +$268K +2,148 +41%
QSS
725
Quantitative Systematic Strategies
Florida
$910K -$88.6K -710 -9%