CAT icon

Caterpillar

1,092 hedge funds and large institutions have $37B invested in Caterpillar in 2016 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 364 increasing their positions, 444 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+36
Holders Change %
+3.41%
% of All Funds
29.18%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.51%
New
106
Increased
364
Reduced
444
Closed
55
Calls
$1.07B
Puts
$1.62B
Net Calls
-$549M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Shares
Change %
CONA
751
Capital One National Association
New York
$480K -$97.8K -1,101 -17%
TC
752
Trust Company
Kansas
$480K -$78.1K -880 -14%
KIC
753
Keating Investment Counselors
Florida
$477K
GC
754
Garde Capital
Washington
$473K +$16.3K +250 +4%
OSNBOA
755
Old Second National Bank of Aurora
Illinois
$471K
RWA
756
River Wealth Advisors
Pennsylvania
$470K -$49.3K -555 -9%
FFBTD
757
First Financial Bank - Trust Division
Ohio
$469K -$22.1K -249 -4%
ZF
758
Zhang Financial
Michigan
$469K +$26.6K +300 +6%
ANRIA
759
American National Registered Investment Advisor
Texas
$467K
ACI
760
Alpha Cubed Investments
California
$467K
WA1
761
Wimmer Associates 1
California
$466K -$17.7K -200 -4%
KFS
762
Kurt F. Somerville
$466K
FCIM
763
Fairview Capital Investment Management
California
$465K
MNBTD
764
Moody National Bank Trust Division
Texas
$464K
GBBWRPM
765
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$463K +$23.5K +265 +5%
FHC
766
First Heartland Consultants
Missouri
$461K -$8.25K -93 -2%
CAM
767
Congress Asset Management
Massachusetts
$455K -$311K -3,500 -41%
First Manhattan
768
First Manhattan
New York
$454K +$178K +2,005 +64%
UF
769
Univest Financial
Pennsylvania
$448K -$1.33K -15 -0.3%
HA
770
Hamel Associates
New Jersey
$447K
MFP
771
Mosaic Financial Partners
California
$444K -$178K -2,000 -29%
SCA
772
Sippican Capital Advisors
Massachusetts
$444K
BAM
773
Barrett Asset Management
New York
$444K
Balyasny Asset Management
774
Balyasny Asset Management
Illinois
$444K +$444K +5,000 New
MMG
775
Monetary Management Group
Missouri
$443K