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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 %
WBG
951
Wharton Business Group
Pennsylvania
$228K -$28.3K -305 -11%
FBT
952
First Bankers Trust
Kentucky
$228K -$4.64K -50 -2%
IWM
953
IHT Wealth Management
Illinois
$228K -$756 -8 -0.3%
SFM
954
Signature Financial Management
Virginia
$228K +$9.21K +100 +4%
CIA
955
Choate Investment Advisors
Massachusetts
$228K -$46.4K -500 -17%
TAM
956
Trillium Asset Management
Massachusetts
$226K
MHIC
957
Marble Harbor Investment Counsel
Massachusetts
$226K
DI
958
Diligent Investors
California
$225K
TCM
959
Telos Capital Management
California
$223K
FMLI
960
Fukoku Mutual Life Insurance
Japan
$223K
CAMG
961
CWA Asset Management Group
Florida
$221K +$20.5K +221 +10%
NG
962
Northstar Group
New York
$219K +$737 +8 +0.3%
NG
963
NatWest Group
United Kingdom
$218K -$18.6K -200 -8%
ECM
964
Estabrook Capital Management
New York
$218K
CFA
965
CT Financial Advisors
Pennsylvania
$217K +$93 +1 +0%
KA
966
Kovack Advisors
Florida
$217K -$44.9K -483 -17%
LWAC
967
Laurel Wealth Advisors (California)
California
$217K -$23.1K -250 -10%
VCM
968
Violich Capital Management
California
$216K
PI
969
Pettee Investors
Connecticut
$216K
CCP
970
Corient Capital Partners
California
$216K
PA
971
Parallel Advisors
California
$216K +$60.6K +598 +39%
FMT
972
First Mercantile Trust
Tennessee
$215K -$24.9K -268 -10%
IIM
973
Ironwood Investment Management
Massachusetts
$214K
SIA
974
Starfire Investment Advisers
Michigan
$213K -$71.1K -750 -25%
PAM
975
Private Asset Management
California
$213K -$71.8K -775 -25%