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Caterpillar

1,161 hedge funds and large institutions have $39B invested in Caterpillar in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 350 increasing their positions, 468 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+69
Holders Change %
+6.32%
% of All Funds
29.07%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
157
Increased
350
Reduced
468
Closed
69
Calls
$956M
Puts
$1.7B
Net Calls
-$742M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1026
Whitnell & Co
Illinois
$189K -$32.3K -348 -15%
FIB
1027
First Interstate Bank
Montana
$188K +$79.8K +859 +74%
SFFS
1028
Stonehage Fleming Financial Services
Jersey
$182K
SFG
1029
SNS Financial Group
Minnesota
$179K +$179K +1,931 New
SWA
1030
Sutton Wealth Advisors
Florida
$172K
PFSC
1031
Peoples Financial Services Corp
Pennsylvania
$171K +$76K +1,000 +80%
GRP
1032
Global Retirement Partners
California
$166K +$166K +1,793 New
YWP
1033
YorkBridge Wealth Partners
New York
$165K +$165K +1,723 New
WA
1034
WealthTrust-Arizona
Arizona
$163K -$46.9K -504 -22%
LJHT
1035
Laurie J. Hall Trustee
$162K +$162K +1,740 New
IR
1036
Invictus RG
Bermuda
$156K +$139K +1,499 +810%
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K
CAW
1038
Cornerstone Advisors (Washington)
Washington
$147K +$65K +702 +79%
AOWM
1039
Alpha Omega Wealth Management
Virginia
$146K +$146K +1,578 New
RPAM
1040
Rhenman & Partners Asset Management
Sweden
$144K -$58.6K -630 -29%
PA
1041
Parallel Advisors
California
$142K +$142K +1,534 New
RPG
1042
Risk Paradigm Group
Texas
$140K +$31.3K +338 +29%
KKAMG
1043
Kernodle & Katon Asset Management Group
Arkansas
$140K +$13.2K +142 +10%
CM
1044
Castleark Management
Illinois
$139K
CFN
1045
Cordasco Financial Network
Florida
$139K +$139K +1,500 New
EA
1046
Edge Advisors
Georgia
$139K +$139K +1,500 New
AWM
1047
Avior Wealth Management
Nebraska
$137K -$3.58K -39 -3%
IIC
1048
Integrated Investment Consultants
Michigan
$135K
MWM
1049
MinichMacGregor Wealth Management
New York
$126K -$24.9K -270 -17%
AIM
1050
Advantage Investment Management
Iowa
$125K