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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 %
AF
1076
Allworth Financial
California
$66K +$186 +2 +0.3%
DOA
1077
D'Orazio & Associates
Virginia
$65K
TJHA
1078
Thomas J. Herzfeld Advisors
Florida
$65K +$466 +5 +0.7%
OC
1079
Oakworth Capital
Alabama
$65K +$61.7K +650 +1,857%
JAM
1080
Jolley Asset Management
North Carolina
$63K
OFS
1081
Orrstown Financial Services
Pennsylvania
$62K
VCM
1082
Vigilant Capital Management
Maine
$60K
BWP
1083
Baldwin Wealth Partners
Massachusetts
$56K
CPA
1084
Cowen Prime Advisors
New York
$56K
SCA
1085
Stuart Chaussee & Associates
California
$56K +$56K +600 New
ST
1086
Sageworth Trust
Pennsylvania
$55K +$55K +595 New
LNB
1087
Ledyard National Bank
$54K -$45.1K -484 -45%
AIM
1088
Anchor Investment Management
South Carolina
$53.3K -$153K -1,645 -74%
RFA
1089
Reilly Financial Advisors
California
$53K -$27.6K -300 -34%
SSB
1090
Sandy Spring Bank
Maryland
$52K
NCM
1091
Nelson Capital Management
California
$52K +$52K +566 New
CPIG
1092
Chicago Partners Investment Group
Illinois
$51K +$92 +1 +0.2%
AA
1093
Apriem Advisors
California
$50K -$2.72K -29 -5%
OP
1094
Oldfield Partners
United Kingdom
$47K
GEA
1095
Glen Eagle Advisors
New Jersey
$45.1K +$45.1K +486 New
PCA
1096
Peddock Capital Advisors
Massachusetts
$45K
PRS
1097
Pinkerton Retirement Specialists
Idaho
$43K -$379K -4,116 -90%
MPWT
1098
MassMutual Private Wealth & Trust
Connecticut
$42.5K +$42.5K +458 New
FPFS
1099
First Personal Financial Services
North Carolina
$42K
PIM
1100
Parasol Investment Management
Illinois
$38K