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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 %
CONA
751
Capital One National Association
New York
$811K +$55.1K +442 +7%
FPCP
752
Fort Point Capital Partners
California
$810K +$810K +6,498 New
GP
753
Girard Partners
Pennsylvania
$805K -$24.2K -194 -3%
SCM
754
SOL Capital Management
Maryland
$803K -$30.5K -245 -4%
TMAM
755
Tokio Marine Asset Management
Japan
$800K -$958K -7,679 -54%
BFG
756
Barber Financial Group
Kansas
$800K -$29.4K -236 -4%
FWM
757
Frontier Wealth Management
Missouri
$789K +$132K +1,060 +20%
HTC
758
Haverford Trust Company
Pennsylvania
$786K +$18.7K +150 +2%
AWA
759
ARS Wealth Advisors
Florida
$772K +$357K +2,863 +86%
FCIM
760
Fairview Capital Investment Management
California
$765K +$112K +900 +17%
TL
761
Tirschwell & Loewy
New York
$764K -$28.1K -225 -4%
BCM
762
Buckhead Capital Management
Georgia
$764K
NQWM
763
Northwest Quadrant Wealth Management
Oregon
$761K -$11.9K -87 -2%
WSC
764
Wellington Shields & Co
New York
$761K
DWT
765
Dorsey & Whitney Trust
South Dakota
$758K -$624 -5 -0.1%
CL
766
CPWM LLC
Washington
$754K -$130K -1,039 -15%
WT
767
Washington Trust
Rhode Island
$750K -$28.1K -225 -4%
FLI
768
Family Legacy Inc
South Carolina
$748K -$445K -3,573 -37%
Fisher Asset Management
769
Fisher Asset Management
Washington
$748K -$24.3K -195 -3%
FBC
770
Fairfield, Bush & Co
Connecticut
$748K
AB
771
Atlas Brown
Kentucky
$746K +$128K +1,025 +21%
NFG
772
Next Financial Group
Texas
$742K -$111K -847 -13%
FDS
773
First Dallas Securities
Texas
$741K -$18.7K -150 -2%
RCM
774
Riverhead Capital Management
Delaware
$739K -$74.8K -600 -9%
BRWA
775
B. Riley Wealth Advisors
Florida
$739K +$92.7K +741 +14%