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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 %
HW
726
Hancock Whitney
Mississippi
$1.34M -$25.8K -164 -2%
KJWM
727
Kiley Juergens Wealth Management
Washington
$1.33M +$1.33M +8,448 New
TSS
728
Thomas Story & Son
Indiana
$1.32M
BG
729
Bahl & Gaynor
Ohio
$1.32M +$15.8K +100 +1%
ACI
730
Alpha Cubed Investments
California
$1.32M -$81.2K -515 -6%
GH
731
GAM Holding
Switzerland
$1.32M +$1.15M +7,327 +708%
APP
732
Avantax Planning Partners
Iowa
$1.32M -$443K -2,809 -25%
Bessemer Group
733
Bessemer Group
New Jersey
$1.31M -$98K -622 -7%
CCC
734
Chelsea Counsel Company
California
$1.31M -$59.1K -375 -4%
DS
735
DRW Securities
Illinois
$1.31M +$1.31M +8,328 New
CPA
736
Court Place Advisors
Maryland
$1.31M +$7.88K +50 +0.6%
CWM
737
Cornerstone Wealth Management
Missouri
$1.29M +$73K +440 +6%
KTC
738
Kistler-Tiffany Companies
Pennsylvania
$1.27M -$14.8K -94 -1%
DSN
739
D. Scott Neal
Kentucky
$1.27M
WPW
740
Winthrop Partners - WNY
New York
$1.27M +$1.27M +8,000 New
EFS
741
Essex Financial Services
Connecticut
$1.27M -$223K -1,413 -15%
BCM
742
Bayesian Capital Management
New York
$1.26M -$1.91M -12,100 -60%
FIG
743
FundX Investment Group
California
$1.26M
CHA
744
Cedar Hill Associates
Illinois
$1.24M +$125K +791 +11%
MSAM
745
Moloney Securities Asset Management
Missouri
$1.23M -$19.2K -122 -2%
FTI
746
Fiduciary Trust International
Massachusetts
$1.23M +$39.4K +250 +3%
PAM
747
Palisade Asset Management
Minnesota
$1.23M +$11K +70 +0.9%
WIS
748
Wright Investors Service
Connecticut
$1.22M +$898K +5,701 +277%
SAM
749
Sawgrass Asset Management
Florida
$1.22M -$88.2K -560 -7%
QIM
750
Quest Investment Management
Oregon
$1.2M