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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 %
FFBTD
801
First Financial Bank - Trust Division
Ohio
$653K +$7.35K +59 +1%
FHA
802
First Horizon Advisors
Tennessee
$646K -$18.7K -150 -3%
SFG
803
SNS Financial Group
Minnesota
$645K -$14.1K -113 -2%
SCP
804
Sandhill Capital Partners
New York
$645K -$6.11K -49 -0.9%
WOC
805
West Oak Capital
California
$645K +$10.6K +85 +2%
OSNBOA
806
Old Second National Bank of Aurora
Illinois
$644K -$12.5K -100 -2%
CCA
807
Checchi Capital Advisers
California
$643K -$14.7K -118 -2%
Fuller & Thaler Asset Management
808
Fuller & Thaler Asset Management
California
$636K +$636K +5,100 New
IGGA
809
Iron Gate Global Advisors
Utah
$634K +$370K +2,969 +141%
BA
810
BKS Advisors
Michigan
$630K -$44.2K -354 -7%
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$630K +$7.99K +64 +1%
MAM
812
Mastrapasqua Asset Management
Tennessee
$627K -$29.9K -240 -5%
GXMC
813
Global X Management Company
New York
$626K +$6.61K +53 +1%
WB
814
Webster Bank
Connecticut
$625K
BAM
815
Barrett Asset Management
New York
$624K
SCA
816
Sippican Capital Advisors
Massachusetts
$624K
SA
817
Sicart Associates
New York
$624K
GBBWRPM
818
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$623K -$40.8K -327 -6%
IB
819
Intrust Bank
Kansas
$616K -$30.7K -246 -5%
DSC
820
Duncker Streett & Co
Missouri
$613K
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$612K +$612K +4,905 New
UR
822
USCA RIA
Texas
$606K
FIAS
823
FinTrust Investment Advisory Services
South Carolina
$606K +$606K +4,863 New
TAM
824
Taylor Asset Management
Ontario, Canada
$599K
RIL
825
Rothschild Investment LLC
Illinois
$598K -$49.9K -400 -8%