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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 %
RMCM
926
Reynders McVeigh Capital Management
Massachusetts
$246K -$16.2K -175 -6%
AT
927
Argent Trust
Texas
$245K -$111K -1,200 -31%
VNA
928
Valley National Advisers
Pennsylvania
$245K -$63.8K -687 -21%
FIB
929
First Interstate Bank
Montana
$245K +$57.1K +615 +30%
PCA
930
Personal Capital Advisors
California
$244K +$244K +2,626 New
TF
931
Tompkins Financial
New York
$242K
MCM
932
Maryland Capital Management
Maryland
$241K -$14K -150 -5%
BONST
933
Bank of Nova Scotia Trust
Ontario, Canada
$241K
SNB
934
Security National Bank
Nebraska
$241K +$241K +2,603 New
SFG
935
SevenBridge Financial Group
Pennsylvania
$239K -$28.7K -300 -11%
BOTW
936
Bank of the West
California
$238K -$3.15K -34 -1%
GIA
937
GHP Investment Advisors
Colorado
$236K
WA
938
Wealth Architects
California
$236K +$93 +1 +0%
AMM
939
American Money Management
California
$234K -$61.5K -662 -21%
SIM
940
Sterling Investment Management
Arizona
$233K -$55.6K -599 -19%
GAM
941
Garrison Asset Management
Arkansas
$232K -$193K -2,087 -45%
BBNB
942
Baker Boyer National Bank
Washington
$232K
BWA
943
Burt Wealth Advisors
Maryland
$232K
LCM
944
LVM Capital Management
Michigan
$232K +$13.9K +150 +6%
PWM
945
Perigon Wealth Management
California
$232K +$226K +2,437 +3,749%
WPC
946
Waters Parkerson & Co
Louisiana
$230K -$27.6K -297 -11%
RIM
947
Regent Investment Management
Kentucky
$230K
HB
948
Homrich & Berg
Georgia
$230K +$230K +2,478 New
SYBT
949
Stock Yards Bank & Trust
Kentucky
$229K
VST
950
Van Strum & Towne
California
$229K +$14.4K +155 +7%