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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 %
Loomis, Sayles & Company
1026
Loomis, Sayles & Company
Massachusetts
$117K
FANJ
1027
Financial Architects (New Jersey)
New Jersey
$113K +$6.05K +65 +6%
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$111K -$388K -4,199 -78%
FPFS
1029
First Personal Financial Services
North Carolina
$111K +$69.5K +750 +167%
HA
1030
Harfst & Associates
Wyoming
$111K +$111K +1,206 New
HCA
1031
Harbour Capital Advisors
Virginia
$107K +$107K +1,150 New
QCG
1032
Quadrant Capital Group
Ohio
$102K -$5.98K -71 -6%
HR
1033
Howe & Rusling
New York
$101K +$34.6K +372 +52%
BRC
1034
Bell Rock Capital
Delaware
$100K +$83.4K +902 +501%
EFSCE
1035
Enterprise Financial Services Corp (EFSC)
Missouri
$99K -$14.1K -152 -12%
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K -$55.8K -600 -37%
EA
1037
Edge Advisors
Georgia
$93K -$45.8K -495 -33%
VIA
1038
Vantage Investment Advisors
Pennsylvania
$86K +$92 +1 +0.1%
CP
1039
Corbenic Partners
Pennsylvania
$82K
DBT
1040
Dubuque Bank & Trust
Iowa
$81K +$2.22K +24 +3%
MA
1041
MCF Advisors
Kentucky
$77K -$160K -1,723 -67%
LWM
1042
Lenox Wealth Management
Ohio
$76K -$2.23K -24 -3%
GI
1043
Gradient Investments
Minnesota
$74K -$28K -300 -27%
AWM
1044
AllSquare Wealth Management
New York
$73K
SMFG
1045
Sumitomo Mitsui Financial Group
Japan
$68K +$68K +730 New
PG
1046
Patten Group
Tennessee
$67K -$9.56K -100 -12%
AF
1047
Allworth Financial
California
$67K +$1.57K +17 +2%
KLWA
1048
Kelly Lawrence W & Associates
California
$65K -$37.1K -400 -36%
DOA
1049
D'Orazio & Associates
Virginia
$65K
TJHA
1050
Thomas J. Herzfeld Advisors
Florida
$65K +$555 +6 +0.9%