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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 Market Value Shares Shares
Change
Shares
Change %
NG
1026
Northstar Group
New York
$296K 2,373 -12 -0.5%
MWM
1027
Merriman Wealth Management
Washington
$295K 2,365 +2,365 New
TCM
1028
Telos Capital Management
California
$294K 2,356 -50 -2%
NG
1029
NatWest Group
United Kingdom
$293K 2,350
CCM
1030
Covington Capital Management
California
$293K 2,350 +2,350 New
FAN
1031
Financial Advisors Network
California
$292K 2,342 -498 -18%
IWA
1032
IBEX Wealth Advisors
New Jersey
$292K 2,300 +182 +9%
WA
1033
WealthTrust-Arizona
Arizona
$292K 2,345 +684 +41%
PI
1034
Pettee Investors
Connecticut
$291K 2,332
VCM
1035
Violich Capital Management
California
$290K 2,325
BTIS
1036
BB&T Investment Services
North Carolina
$287K 2,318 +256 +12%
CAM
1037
Carret Asset Management
New York
$284K 2,275
EAM
1038
Evanson Asset Management
California
$284K 2,274 +28 +1%
PM
1039
Parametrica Management
Hong Kong
$283K 2,273 +2,273 New
BRC
1040
Bell Rock Capital
Delaware
$282K 2,277 -38 -2%
GAMC
1041
Garner Asset Management Corp
Texas
$282K 2,263
MCM
1042
Maryland Capital Management
Maryland
$280K 2,240
AIM
1043
Anchor Investment Management
South Carolina
$278K 2,230 +1,655 +288%
DAM
1044
Doheny Asset Management
California
$278K 2,226
MCM
1045
MAI Capital Management
Ohio
$278K 2,233 +2 +0.1%
SBSB
1046
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K 2,231 +279 +14%
MVA
1047
Mount Vernon Associates
Maryland
$278K 2,226 +2,226 New
BOS
1048
Bingham Osborn & Scarborough
California
$277K 2,223 -104 -4%
CPO
1049
Cerity Partners OCIO
New York
$276K 2,210 +180 +9%
PCA
1050
Personal Capital Advisors
California
$275K 2,204 -39 -2%