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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 %
MWM
901
Mascoma Wealth Management
New Hampshire
$449K
FRM
902
Fox Run Management
Connecticut
$449K +$449K +3,600 New
SFG
903
Summit Financial Group
West Virginia
$447K
TNB
904
Thomasville National Bank
Georgia
$447K +$32K +256 +8%
BDF
905
Balasa Dinverno & Foltz
$445K -$2.5K -20 -0.6%
FHC
906
First Heartland Consultants
Missouri
$444K -$19.9K -160 -4%
WDA
907
Wendell David Associates
New Hampshire
$443K
RCAG
908
Rehmann Capital Advisory Group
Michigan
$441K +$12K +96 +3%
TF
909
Tompkins Financial
New York
$441K +$54.3K +435 +14%
ERIM
910
Eagle Ridge Investment Management
Connecticut
$441K +$441K +3,533 New
MBT
911
Montecito Bank & Trust
California
$437K -$8.98K -72 -2%
FMT
912
First Mercantile Trust
Tennessee
$435K +$171K +1,376 +65%
WCM
913
Windsor Capital Management
Arizona
$433K
SPC
914
Stewart & Patten Company
California
$431K
SMG
915
Spectrum Management Group
Indiana
$431K +$431K +3,460 New
SIA
916
Sit Investment Associates
Minnesota
$430K
PAM
917
Premier Asset Management
Illinois
$427K
AIM
918
Advantage Investment Management
Iowa
$426K +$160K +1,281 +60%
IR
919
Invictus RG
Bermuda
$425K +$146K +1,171 +52%
1832 Asset Management
920
1832 Asset Management
Ontario, Canada
$425K +$425K +3,513 New
SFG
921
SevenBridge Financial Group
Pennsylvania
$422K -$3.74K -30 -0.9%
IH
922
IFC Holdings
Florida
$421K +$44.5K +358 +12%
CS
923
Comerica Securities
Michigan
$416K +$2.75K +22 +0.7%
BRM
924
Boston Research & Management
Massachusetts
$415K
FNB
925
Farmers National Bank
Kentucky
$415K