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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.

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 %
AP
976
Atwood & Palmer
Missouri
$342K
DT
977
Diversified Trust
Tennessee
$342K +$125 +1 +0%
GW
978
GW & Wade
Massachusetts
$342K +$250 +2 +0.1%
OCM
979
One Capital Management
California
$341K -$6.23K -50 -2%
SAM
980
SignalPoint Asset Management
Missouri
$341K +$341K +2,739 New
VF
981
Virtu Financial
New York
$340K +$340K +2,725 New
BRF
982
B. Riley Financial
California
$339K +$339K +2,716 New
SGAM
983
Steinberg Global Asset Management
Florida
$338K -$39.5K -317 -10%
FMLI
984
Fukoku Mutual Life Insurance
Japan
$337K +$37.4K +300 +13%
IWM
985
IHT Wealth Management
Illinois
$334K -$112K -880 -25%
SFSG
986
Stearns Financial Services Group
North Carolina
$332K -$201K -1,609 -38%
SFWA
987
Summit Financial Wealth Advisors
Louisiana
$332K -$52.8K -424 -14%
WP
988
WealthSource Partners
California
$332K -$34.9K -280 -10%
FIM
989
Freedom Investment Management
Connecticut
$332K -$17.7K -142 -5%
PA
990
Parallel Advisors
California
$331K +$5.59K +41 +2%
MWAC
991
Mariner Wealth Advisors (Cincinnati)
Ohio
$329K +$329K +2,636 New
BWM
992
BigSur Wealth Management
Florida
$325K
SNB
993
Security National Bank
Nebraska
$325K
HA
994
Halsey Associates
Connecticut
$324K -$74.8K -600 -19%
WPA
995
Winning Points Advisors
Florida
$324K -$4.35K -38 -1%
BONST
996
Bank of Nova Scotia Trust
Ontario, Canada
$324K
SSWM
997
Sheets Smith Wealth Management
North Carolina
$322K +$322K +2,585 New
NCM
998
Novare Capital Management
North Carolina
$319K +$44.8K +359 +16%
SHGA
999
Sand Hill Global Advisors
California
$317K
CAMG
1000
CWA Asset Management Group
Florida
$317K +$3.86K +31 +1%