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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 %
PWAP
776
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$737K -$13.6K -109 -2%
LPC
777
Loeb Partners Corp
New York
$736K -$487K -3,900 -40%
GC
778
Garde Capital
Washington
$734K -$137K -1,100 -16%
PFP
779
Pinnacle Financial Partners
Tennessee
$734K -$72.2K -579 -9%
GLA
780
Great Lakes Advisors
Illinois
$734K -$71.2K -571 -9%
GS
781
GAM Systematic
United Kingdom
$733K +$289K +2,313 +65%
SMC
782
Smith, Moore & Co
Missouri
$725K -$20.3K -163 -3%
TCOT
783
Trust Company of Toledo
Ohio
$722K
PL
784
Plancorp LLC
Missouri
$714K -$105K -848 -13%
RMDI
785
R.M. Davis Inc
Maine
$714K +$93.6K +750 +15%
HCM
786
Hodges Capital Management
Texas
$698K +$16.8K +135 +2%
VFM
787
Viking Fund Management
North Dakota
$686K -$62.4K -500 -8%
MBTD
788
Mechanics Bank - Trust Department
California
$682K -$33.2K -266 -5%
WTB
789
Washington Trust Bank
Washington
$682K +$183K +1,467 +37%
GT
790
Greenleaf Trust
Michigan
$677K +$176K +1,413 +35%
MMG
791
Monetary Management Group
Missouri
$676K -$31.2K -250 -4%
BWAM
792
Boyd Watterson Asset Management
Ohio
$673K
WG
793
Winton Group
United Kingdom
$664K -$165K -1,326 -20%
TC
794
Trust Company
Kansas
$662K
NAMA
795
Nikko Asset Management Americas
New York
$661K -$212K -1,700 -24%
FCM
796
Flinton Capital Management
Pennsylvania
$659K -$69.9K -560 -10%
CCFCSB
797
Cape Cod Five Cents Savings Bank
Massachusetts
$656K -$20.8K -167 -3%
BMC
798
Beaton Management Company
Massachusetts
$656K
Handelsbanken Fonder
799
Handelsbanken Fonder
Sweden
$655K +$655K +5,250 New
HVIA
800
Hudson Valley Investment Advisors
New York
$653K -$18.7K -150 -3%