CAT icon

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 %
FFC
1001
First Financial Corp
Indiana
$175K -$35.9K -387 -17%
JCM
1002
Jacobi Capital Management
Pennsylvania
$174K -$26.1K -277 -13%
SWA
1003
Sutton Wealth Advisors
Florida
$172K
Carson Wealth (CWM LLC)
1004
Carson Wealth (CWM LLC)
Nebraska
$166K -$142K -1,530 -46%
AIM
1005
Advantage Investment Management
Iowa
$166K +$40.2K +433 +32%
LJHT
1006
Laurie J. Hall Trustee
$164K
IIC
1007
Integrated Investment Consultants
Michigan
$159K +$23.2K +250 +17%
ACS
1008
Archford Capital Strategies
Illinois
$157K -$48.3K -520 -24%
WA
1009
WealthTrust-Arizona
Arizona
$154K -$8.92K -96 -5%
RIM
1010
Rampart Investment Management
Connecticut
$151K +$151K +1,623 New
PAI
1011
Pittenger & Anderson Inc
Nebraska
$148K +$41.6K +450 +39%
CAW
1012
Cornerstone Advisors (Washington)
Washington
$147K
AOWM
1013
Alpha Omega Wealth Management
Virginia
$146K
WC
1014
Whitnell & Co
Illinois
$143K -$46.4K -499 -25%
IR
1015
Invictus RG
Bermuda
$143K -$12.7K -137 -8%
MWM
1016
MinichMacGregor Wealth Management
New York
$143K +$16.6K +179 +13%
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$139K -$68.8K -739 -33%
CFN
1018
Cordasco Financial Network
Florida
$139K
AWM
1019
Avior Wealth Management
Nebraska
$137K
LNB
1020
Ledyard National Bank
$132K +$78.3K +845 +146%
BTIS
1021
BB&T Investment Services
North Carolina
$131K +$54.7K +600 +72%
WEC
1022
Winslow Evans & Crocker
Massachusetts
$124K -$119K -1,280 -49%
SFFS
1023
Stonehage Fleming Financial Services
Jersey
$124K -$57.4K -620 -32%
VFA
1024
Virtus Fund Advisers
Connecticut
$122K
AssetMark Inc
1025
AssetMark Inc
California
$121K -$2.22K -24 -2%