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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 %
CTA
826
Chesley Taft & Associates
Illinois
$598K +$83.3K +668 +16%
BIM
827
Bridges Investment Management
Nebraska
$592K +$168K +1,346 +40%
CCT
828
Country Club Trust
Missouri
$591K -$510K -4,087 -46%
NPC
829
National Planning Corporation
California
$591K -$95.5K -766 -14%
FQ
830
First Quadrant
California
$591K +$591K +4,738 New
AIM
831
Aspen Investment Management
Michigan
$589K
VWA
832
V Wealth Advisors
Kansas
$587K +$7.37K +59 +1%
JWA
833
JFS Wealth Advisors
Pennsylvania
$577K
UF
834
Univest Financial
Pennsylvania
$575K -$2.99K -24 -0.5%
TNBTD
835
Trustmark National Bank Trust Department
Mississippi
$572K -$89.5K -718 -14%
AB
836
AT Bancorp
Iowa
$569K
BSW
837
Buckingham Strategic Wealth
Missouri
$567K -$63.5K -509 -10%
AF
838
Aldebaran Financial
$561K
PCM
839
Penserra Capital Management
California
$561K +$246K +1,975 +78%
FNT
840
First National Trust
Pennsylvania
$559K -$23.3K -187 -4%
BAM
841
Belpointe Asset Management
Nevada
$554K +$554K +4,443 New
ID
842
Integral Derivatives
New York
$546K +$546K +4,378 New
ANRIA
843
American National Registered Investment Advisor
Texas
$544K -$112K -900 -17%
AT
844
Arden Trust
Delaware
$544K -$2.37K -19 -0.4%
SLF
845
Sun Life Financial
Ontario, Canada
$543K -$238K -1,906 -30%
Jones Financial Companies
846
Jones Financial Companies
Missouri
$541K -$87.3K -701 -14%
MNBTD
847
Moody National Bank Trust Division
Texas
$539K -$112K -900 -17%
NFG
848
Nations Financial Group
Iowa
$539K -$46.9K -376 -8%
SBWM
849
Sunflower Bank Wealth Management
Arizona
$539K
ISB
850
Iowa State Bank
Iowa
$536K -$8.11K -65 -1%