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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 %
SSWM
726
Smith Salley Wealth Management
North Carolina
$909K +$18.7K +150 +2%
MCIM
727
Meadow Creek Investment Management
Georgia
$906K -$96.1K -770 -10%
WA
728
Waverly Advisors
Alabama
$901K
EVC
729
Eidelman Virant Capital
Missouri
$899K
TRCT
730
Tower Research Capital (TRC)
New York
$894K -$56.5K -453 -6%
IP
731
Investment Partners
Ohio
$894K +$1.62K +13 +0.2%
RIM
732
Rampart Investment Management
Connecticut
$890K -$59.6K -478 -6%
ICRM
733
Insight Capital Research & Management
California
$890K +$890K +7,133 New
DCM
734
Dynamic Capital Management
Jersey
$888K +$228K +1,831 +35%
ClearBridge Investments
735
ClearBridge Investments
New York
$887K -$42.4K -340 -5%
TYCC
736
Texas Yale Capital Corp
Florida
$883K
CB
737
Community Bank
New York
$880K -$4.99K -40 -0.6%
CHA
738
Cedar Hill Associates
Illinois
$879K +$879K +7,048 New
PTC
739
Private Trust Company
Ohio
$873K -$80.8K -648 -8%
PNAA
740
Pictet North America Advisors
Switzerland
$873K
NIMI
741
Natixis Investment Managers International
France
$850K -$612K -4,905 -42%
SOADOR
742
State of Alaska Department of Revenue
Alaska
$849K +$706K +5,670 +493%
MWM
743
Meridian Wealth Management
Kentucky
$848K -$15.3K -123 -2%
CFD
744
Creative Financial Designs
Indiana
$847K -$374 -3 -0%
PVWM
745
Point View Wealth Management
New Jersey
$837K -$176K -1,413 -17%
FSA
746
Franklin Street Advisors
North Carolina
$836K -$20K -160 -2%
RWA
747
Ropes Wealth Advisors
Massachusetts
$835K +$6.23K +50 +0.8%
TSW
748
Thompson Siegel & Walmsley
Virginia
$831K
DHFB
749
Dixon Hubard Feinour & Brown
Virginia
$820K
DPIM
750
Duff & Phelps Investment Management
Illinois
$817K -$15K -120 -2%