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Caterpillar

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M
Name Market Value Shares Shares
Change
Shares
Change %
DBT
1051
Dubuque Bank & Trust
Iowa
$195K 1,814 +940 +108%
ACM
1052
Americafirst Capital Management
California
$194K 1,808 -381 -17%
ADGIPS2
1053
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$194K 1,808 +1,808 New
OIA
1054
OneDigital Investment Advisors
Kansas
$190K 1,773 +1,773 New
VNA
1055
Valley National Advisers
Pennsylvania
$187K 1,740 -900 -34%
FIB
1056
First Interstate Bank
Montana
$187K 1,743 -895 -34%
Carson Wealth (CWM LLC)
1057
Carson Wealth (CWM LLC)
Nebraska
$184K 1,710 -76 -4%
IIC
1058
Integrated Investment Consultants
Michigan
$184K 1,710
GRP
1059
Global Retirement Partners
California
$183K 1,707 -421 -20%
WEC
1060
Winslow Evans & Crocker
Massachusetts
$181K 1,688 +350 +26%
WA
1061
WealthTrust-Arizona
Arizona
$178K 1,661 +4 +0.2%
FPFS
1062
First Personal Financial Services
North Carolina
$171K 1,589 +391 +33%
LJHT
1063
Laurie J. Hall Trustee
$171K 1,590 -150 -9%
CAW
1064
Cornerstone Advisors (Washington)
Washington
$170K 1,582 -5 -0.3%
AOWM
1065
Alpha Omega Wealth Management
Virginia
$170K 1,578
AWM
1066
Avior Wealth Management
Nebraska
$168K 1,597 +103 +7%
MWM
1067
MinichMacGregor Wealth Management
New York
$166K 1,551 +8 +0.5%
PFBT
1068
Parkside Financial Bank & Trust
Missouri
$165K 1,537 +45 +3%
CFN
1069
Cordasco Financial Network
Florida
$161K 1,500
KF
1070
Krilogy Financial
Missouri
$160K 1,492 -694 -32%
HA
1071
Harfst & Associates
Wyoming
$157K 1,461 +255 +21%
LNB
1072
Ledyard National Bank
$156K 1,455 +30 +2%
AssetMark Inc
1073
AssetMark Inc
California
$154K 1,431 +124 +9%
Loomis, Sayles & Company
1074
Loomis, Sayles & Company
Massachusetts
$147K 1,366 +101 +8%
SFFS
1075
Stonehage Fleming Financial Services
Jersey
$144K 1,340