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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 %
BAS
701
Brown Advisory Securities
Maryland
$1.45M +$6.18K +39 +0.4%
CF
702
CNA Financial
Illinois
$1.45M
MA
703
Montag & Associates
Georgia
$1.45M +$1.45M +9,171 New
SC
704
Savant Capital
Illinois
$1.44M -$9.77K -62 -0.7%
EWM
705
Evercore Wealth Management
New York
$1.44M -$126K -798 -8%
NSIM
706
North Star Investment Management
Illinois
$1.43M
H
707
HoyleCohen
California
$1.43M +$1.43M +9,076 New
WB
708
WesBanco Bank
West Virginia
$1.43M +$7.09K +45 +0.5%
BEC
709
Blue Edge Capital
Virginia
$1.42M +$16.2K +103 +1%
FPCG
710
Fort Pitt Capital Group
Pennsylvania
$1.41M +$7.88K +50 +0.6%
FIM
711
Foresters Investment Management
New York
$1.41M +$1.41M +8,950 New
LS
712
Livforsakringsbolaget Skandia
Sweden
$1.41M -$347K -2,200 -20%
MMHP
713
Murphy Middleton Hinkle & Parker
Georgia
$1.4M +$1.4M +8,904 New
PT
714
Plimoth Trust
Massachusetts
$1.4M +$1.4M +8,890 New
CIA
715
Cascade Investment Advisors
Oregon
$1.4M -$25.2K -160 -2%
HAM
716
Highstreet Asset Management
Ontario, Canada
$1.39M -$734K -4,662 -35%
PNC
717
Park National Corp
Ohio
$1.39M -$12.1K -77 -0.9%
OA
718
Oxbow Advisors
Texas
$1.39M +$11.7K +74 +0.8%
AWM
719
Aries Wealth Management
Maine
$1.38M +$1.38M +8,080 New
CAG
720
Csenge Advisory Group
Florida
$1.38M +$154K +976 +13%
FNBT
721
FineMark National Bank & Trust
Florida
$1.36M -$57.5K -365 -4%
CCM
722
Cribstone Capital Management
Maine
$1.36M -$473 -3 -0%
WA
723
WBH Advisory
Maryland
$1.36M +$11.3K +72 +0.8%
CCG
724
Cypress Capital Group
Florida
$1.35M -$238K -1,510 -15%
CG
725
Caprock Group
Idaho
$1.35M -$4.26K -25 -0.3%