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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 %
PTC
926
Philadelphia Trust Company
Pennsylvania
$414K +$84.2K +675 +26%
BFM
927
Boston Financial Management
Massachusetts
$412K
BLAM
928
Bourne Lent Asset Management
New York
$412K
SCP
929
Syntal Capital Partners
Texas
$412K +$43.5K +349 +12%
SFM
930
Signature Financial Management
Virginia
$410K +$134K +1,199 +48%
TSWM
931
Triangle Securities Wealth Management
North Carolina
$408K -$7.48K -60 -2%
CIC
932
Carnegie Investment Counsel
Ohio
$407K +$43.5K +330 +12%
WA1
933
Wimmer Associates 1
California
$406K +$2.49K +20 +0.6%
KFS
934
Kurt F. Somerville
$405K
IIC
935
Ironwood Investment Counsel
Arizona
$404K -$23.5K -188 -5%
AF
936
Arrow Financial
New York
$402K -$106K -849 -21%
WSCM
937
Wellington Shields Capital Management
New York
$399K -$12.5K -100 -3%
CG
938
Cutler Group
California
$399K -$12.5K -100 -3%
BCM
939
Bienville Capital Management
New York
$399K
CWM
940
Concentric Wealth Management
California
$399K
AA
941
Ancora Advisors
Ohio
$397K +$55.9K +448 +16%
CC
942
Courier Capital
New York
$394K -$8.61K -69 -2%
WAM
943
Winslow Asset Management
Ohio
$393K
TTWM
944
TCV Trust & Wealth Management
Virginia
$393K
SGA
945
Strategic Global Advisors
California
$393K +$393K +3,150 New
HSA
946
HBK Sorce Advisory
Pennsylvania
$392K -$7.48K -60 -2%
SM
947
Sciencast Management
New Jersey
$386K +$386K +2,819 New
P
948
Pitcairn
Pennsylvania
$385K -$12.5K -100 -3%
LWAC
949
Laurel Wealth Advisors (California)
California
$385K +$7.23K +58 +2%
CAM
950
Congress Asset Management
Massachusetts
$384K +$8.22K +66 +2%