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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 %
SAA
851
Southeast Asset Advisors
Georgia
$535K +$1.25K +10 +0.2%
WAM
852
Wealthspire Advisors (Maryland)
Maryland
$535K +$14.1K +113 +3%
OC
853
Oarsman Capital
Wisconsin
$531K +$43.7K +350 +9%
NWP
854
Northstar Wealth Partners
Connecticut
$529K +$27.3K +215 +5%
UAS
855
United Asset Strategies
New York
$529K +$529K +4,245 New
BL
856
Balentine LLC
Georgia
$524K -$178K -1,426 -25%
B
857
BancorpSouth
Mississippi
$524K -$68.9K -553 -12%
EGM
858
Engineers Gate Manager
New York
$523K -$2.55M -20,430 -83%
PL
859
Perpetual Ltd
Australia
$518K
MRCM
860
M&R Capital Management
New Jersey
$516K -$62.3K -500 -11%
FNBSF
861
First National Bank Sioux Falls
South Dakota
$516K -$5.62K -45 -1%
BMC
862
Benin Management Corp
Connecticut
$516K
VC
863
Vicus Capital
Pennsylvania
$514K
AIA
864
Allegis Investment Advisors
Idaho
$512K -$128K -1,026 -20%
AF
865
Affiance Financial
Minnesota
$512K
CFA
866
Carroll Financial Associates
North Carolina
$501K -$8.08K -64 -2%
KWMG
867
King Wealth Management Group
Florida
$500K -$16.9K -136 -3%
SRSA
868
S.R. Schill & Associates
Washington
$500K -$6.36K -51 -1%
FCBT
869
First Citizens Bank & Trust
North Carolina
$500K +$47.3K +380 +10%
SC
870
Saybrook Capital
North Carolina
$499K
ST
871
Smithfield Trust
Pennsylvania
$499K
CAG
872
Crestwood Advisors Group
Massachusetts
$499K +$97.1K +779 +24%
FHAM
873
Folger Hill Asset Management
New York
$499K +$499K +4,000 New
TFA
874
Toth Financial Advisory
Virginia
$498K +$9.97K +80 +2%
BHIA
875
Birch Hill Investment Advisors
Massachusetts
$496K