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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 %
KA
876
Kovack Advisors
Florida
$495K -$43.7K -350 -8%
CCM
877
Catawba Capital Management
Virginia
$492K
NB
878
Nicolet Bankshares
Wisconsin
$491K -$14.5K -116 -3%
PFM
879
Parsec Financial Management
North Carolina
$490K +$1.5K +12 +0.3%
ACM
880
AlphaStar Capital Management
North Carolina
$487K +$487K +3,906 New
First Manhattan
881
First Manhattan
New York
$486K -$212K -1,706 -30%
IP
882
Isthmus Partners
Wisconsin
$486K -$37.4K -300 -7%
BIC
883
Bridges Investment Counsel
Nebraska
$485K -$180K -1,446 -27%
FWP
884
FAS Wealth Partners
Kansas
$483K +$83.9K +673 +21%
SWA
885
Sutton Wealth Advisors
Florida
$482K +$998 +8 +0.2%
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$480K +$310K +2,485 +182%
RWA
887
River Wealth Advisors
Pennsylvania
$479K -$23.1K -185 -5%
RWM
888
Ritholtz Wealth Management
New York
$474K
ST
889
Sabal Trust
Florida
$474K +$36.5K +293 +8%
HS
890
Huntington Steele
Pennsylvania
$473K
TAM
891
Taurus Asset Management
New York
$470K
TG
892
TLP Group
Illinois
$465K
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$465K
ZIC
894
ZWJ Investment Counsel
Georgia
$464K +$15.7K +126 +4%
Marshall Wace
895
Marshall Wace
United Kingdom
$461K +$461K +3,688 New
CG
896
Colony Group
Massachusetts
$458K +$125K +999 +37%
DIA
897
Davidson Investment Advisors
Montana
$457K +$48.6K +390 +12%
RI
898
Ridgewood Investments
New Jersey
$454K -$8.73K -70 -2%
KFA
899
Kelleher Financial Advisors
New York
$454K +$125 +1 +0%
ANB
900
Amarillo National Bank
Texas
$451K