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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 %
PB
1051
Pinnacle Bancorp
Nebraska
$64K +$64K +689 New
OFW
1052
Omnia Family Wealth
Florida
$63K -$23.1K -250 -27%
EWM
1053
Endurance Wealth Management
Rhode Island
$63K -$18.7K -200 -23%
JAM
1054
Jolley Asset Management
North Carolina
$63K
JFGIW
1055
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K -$190K -2,036 -75%
ABA
1056
American Beacon Advisors
Texas
$61.5K +$61.5K +663 New
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$61K +$18.6K +200 +44%
OFS
1058
Orrstown Financial Services
Pennsylvania
$61K
CPIG
1059
Chicago Partners Investment Group
Illinois
$61K +$9.39K +101 +18%
VCM
1060
Vigilant Capital Management
Maine
$60K
BWP
1061
Baldwin Wealth Partners
Massachusetts
$56K
GEA
1062
Glen Eagle Advisors
New Jersey
$55.2K +$10.2K +110 +23%
AIM
1063
Anchor Investment Management
South Carolina
$53.3K
RFM
1064
Royal Fund Management
Florida
$53K -$18.2K -200 -26%
RFA
1065
Reilly Financial Advisors
California
$53K
NCM
1066
Nelson Capital Management
California
$53K
BWM
1067
Baystate Wealth Management
Massachusetts
$53K +$36.4K +380 +218%
AA
1068
Apriem Advisors
California
$50K +$279 +3 +0.6%
TCM
1069
Tradewinds Capital Management
Washington
$49K +$37.6K +407 +328%
RPG
1070
Risk Paradigm Group
Texas
$48.5K -$91.7K -989 -65%
SIM
1071
Sonora Investment Management
Arizona
$46.4K +$46.4K +500 New
CPA
1072
Cowen Prime Advisors
New York
$46K -$9.2K -100 -17%
ST
1073
Sageworth Trust
Pennsylvania
$46K -$8.74K -95 -16%
FPS
1074
Fieldpoint Private Securities
Connecticut
$46K +$46K +500 New
CYG
1075
Clean Yield Group
Vermont
$44K +$44K +470 New