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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 %
FCB
951
First Command Bank
Texas
$383K -$136K -1,093 -26%
FCFS
952
First Command Financial Services
Texas
$383K -$136K -1,093 -26%
NPPM
953
North Point Portfolio Managers
Ohio
$383K
JCM
954
Jacobi Capital Management
Pennsylvania
$380K +$64.7K +510 +21%
BCB
955
Brian C. Broderick
$377K
WPC
956
Waters Parkerson & Co
Louisiana
$377K +$74.8K +600 +25%
BST
957
Bath Savings Trust
Maine
$376K +$6.24K +50 +2%
CIAS
958
Capital Investment Advisory Services
North Carolina
$375K +$2.87K +23 +0.8%
Cerity Partners
959
Cerity Partners
New York
$374K -$2.04M -16,384 -85%
WRM
960
Weybosset Research & Management
Rhode Island
$374K
PPSG
961
Princeton Portfolio Strategies Group
New Jersey
$372K
PWM
962
Perigon Wealth Management
California
$368K -$1.16M -9,299 -76%
RT
963
Rockland Trust
Massachusetts
$363K -$54.2K -434 -13%
CCMD
964
Cypress Capital Management (Delaware)
Delaware
$363K
TFO
965
Tarbox Family Office
California
$363K +$2.99K +24 +0.8%
LOAMS
966
Lombard Odier Asset Management (Switzerland)
Switzerland
$361K
SBL
967
Sargent Bickham Lagudis
Colorado
$359K -$43.6K -350 -11%
CBT
968
Capital Bank & Trust
California
$359K
LC
969
LCNB Corp
Ohio
$357K -$19.3K -155 -5%
S
970
SignatureFD
Georgia
$353K +$5.12K +41 +1%
BFIM
971
Beese Fulmer Investment Management
Ohio
$352K +$15.6K +125 +5%
AP
972
Appleton Partners
Massachusetts
$348K
MLFP
973
MPS Loria Financial Planners
Illinois
$348K +$499 +4 +0.1%
MCM
974
MV Capital Management
Maryland
$345K -$29.7K -238 -8%
CAI
975
Capital Advisors Inc
Oklahoma
$344K -$12.5K -100 -3%