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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 %
AssetMark Inc
1051
AssetMark Inc
California
$123K -$49.3K -533 -29%
VFA
1052
Virtus Fund Advisers
Connecticut
$122K
Loomis, Sayles & Company
1053
Loomis, Sayles & Company
Massachusetts
$117K -$4.97M -53,736 -98%
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$113K +$1.57K +17 +1%
QCG
1055
Quadrant Capital Group
Ohio
$110K
ACM
1056
AUA Capital Management
Pennsylvania
$109K +$109K +1,170 New
PAI
1057
Pittenger & Anderson Inc
Nebraska
$107K -$14K -150 -12%
FANJ
1058
Financial Architects (New Jersey)
New Jersey
$107K +$8.1K +87 +8%
KLWA
1059
Kelly Lawrence W & Associates
California
$102K
GI
1060
Gradient Investments
Minnesota
$101K +$22.8K +247 +29%
JIC
1061
Joel Isaacson & Co
New York
$91K +$93 +1 +0.1%
CCM
1062
Cribstone Capital Management
Maine
$91K +$9.48K +100 +12%
VIA
1063
Vantage Investment Advisors
Pennsylvania
$86K
OFW
1064
Omnia Family Wealth
Florida
$86K +$86K +931 New
CP
1065
Corbenic Partners
Pennsylvania
$82K
EWM
1066
Endurance Wealth Management
Rhode Island
$81K -$293K -3,165 -78%
PG
1067
Patten Group
Tennessee
$79K -$34.2K -347 -30%
DBT
1068
Dubuque Bank & Trust
Iowa
$79K +$69.7K +750 +750%
LWM
1069
Lenox Wealth Management
Ohio
$78K +$39.4K +425 +102%
MSE
1070
MUFG Securities EMEA
United Kingdom
$77K +$77K +834 New
BTIS
1071
BB&T Investment Services
North Carolina
$76K +$76K +836 New
AWM
1072
AllSquare Wealth Management
New York
$73K
RFM
1073
Royal Fund Management
Florida
$72K +$72K +781 New
QAM
1074
QCI Asset Management
New York
$67K -$13.3M -142,997 -99%
HR
1075
Howe & Rusling
New York
$66K