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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 %
WA
751
Waverly Advisors
Alabama
$1.19M +$50K +317 +4%
FIM
752
Fernwood Investment Management
Massachusetts
$1.18M -$5.67K -36 -0.5%
HCMT
753
Highland Capital Management (Tennessee)
Tennessee
$1.18M -$393K -2,497 -25%
ONB
754
Old National Bancorp
Indiana
$1.18M
TSW
755
Thompson Siegel & Walmsley
Virginia
$1.18M +$126K +800 +12%
IP
756
Investment Partners
Ohio
$1.17M +$38.8K +246 +3%
WC
757
Woodstock Corp
Massachusetts
$1.17M -$51.2K -325 -4%
MPI
758
Mairs & Power Inc
Minnesota
$1.16M
GTAM
759
Global Trust Asset Management
Florida
$1.16M +$1.16M +7,327 New
BC
760
Burleson & Co
California
$1.15M +$1.15M +7,315 New
RWA
761
Ropes Wealth Advisors
Massachusetts
$1.15M +$96.7K +614 +9%
IAMOG
762
Investors Asset Management of Georgia
Georgia
$1.15M -$57.7K -366 -5%
CT
763
Clearstead Trust
Maine
$1.15M -$757K -4,800 -40%
SSWM
764
Smith Salley Wealth Management
North Carolina
$1.15M +$158 +1 +0%
BFA
765
Bragg Financial Advisors
North Carolina
$1.15M -$55.9K -355 -5%
TIAAOA
766
Teachers Insurance & Annuity Association of America
New York
$1.15M +$1.15M +7,272 New
RIM
767
Rampart Investment Management
Connecticut
$1.14M +$18K +114 +2%
DLA
768
Douglas Lane & Associates
New York
$1.14M -$23.6K -150 -2%
EVC
769
Eidelman Virant Capital
Missouri
$1.14M
CFA
770
Cahill Financial Advisors
Minnesota
$1.14M -$24.9K -158 -2%
TIA
771
Tiemann Investment Advisors
California
$1.13M -$37.8K -240 -3%
FWM
772
Focused Wealth Management
New York
$1.12M -$150K -950 -12%
PTC
773
Private Trust Company
Ohio
$1.1M +$1.42K +9 +0.1%
PNAA
774
Pictet North America Advisors
Switzerland
$1.1M
AB
775
Atlas Brown
Kentucky
$1.1M +$93.3K +554 +9%