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Caterpillar

1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
28.5%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
96
Increased
341
Reduced
537
Closed
101
Calls
$758M
Puts
$1.49B
Net Calls
-$733M
Net Calls Change
+$9.04M
Name Holding Trade Value Shares
Change
Shares
Change %
D.E. Shaw & Co
901
D.E. Shaw & Co
New York
$279K
WRM
902
Weybosset Research & Management
Rhode Island
$278K -$9.27K -100 -3%
HA
903
Halsey Associates
Connecticut
$278K
MCWS
904
McKinley Carter Wealth Services
West Virginia
$277K -$9.28K -100 -3%
CIC
905
Carnegie Investment Counsel
Ohio
$277K +$16.2K +161 +6%
OCM
906
One Capital Management
California
$277K +$19.5K +210 +8%
CAM
907
Congress Asset Management
Massachusetts
$276K -$12.1K -131 -4%
PPSG
908
Princeton Portfolio Strategies Group
New Jersey
$276K
FAT
909
First American Trust
California
$274K -$2.52M -27,174 -90%
B
910
Bailard
California
$274K -$69.6K -750 -20%
RCG
911
Ruane, Cunniff & Goldfarb
New York
$271K -$365K -3,930 -57%
FMC
912
First Merchants Corp
Indiana
$269K
LOAMS
913
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K +$268K +2,894 New
TFO
914
Tarbox Family Office
California
$267K
CAI
915
Capital Advisors Inc
Oklahoma
$265K
BFM
916
Boston Financial Management
Massachusetts
$263K -$552K -5,944 -68%
WPA
917
Winning Points Advisors
Florida
$263K
BWM
918
BigSur Wealth Management
Florida
$261K -$30K -300 -10%
AP
919
Appleton Partners
Massachusetts
$260K -$72.8K -785 -22%
DT
920
Diversified Trust
Tennessee
$258K +$4.92K +53 +2%
AA
921
Ancora Advisors
Ohio
$254K -$4.64K -50 -2%
S
922
SignatureFD
Georgia
$253K +$15K +162 +6%
AP
923
Atwood & Palmer
Missouri
$250K -$5K -54 -2%
BFIM
924
Beese Fulmer Investment Management
Ohio
$250K
MCM
925
MV Capital Management
Maryland
$246K -$27.4K -296 -10%