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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 %
PCP
1076
Proficio Capital Partners
Massachusetts
$43K +$22.2K +214 +106%
SIA
1077
SeaBridge Investment Advisors
New Jersey
$42K -$7.01M -75,313 -99%
PFSC
1078
Peoples Financial Services Corp
Pennsylvania
$42K -$168K -1,800 -80%
BC
1079
Bartlett & Co
Ohio
$38K -$242K -2,603 -86%
OP
1080
Oldfield Partners
United Kingdom
$38K
AIL
1081
AGF Investments LLC
Ontario, Canada
$38K +$28.2K +301 +289%
GS
1082
GAM Systematic
United Kingdom
$38K +$38K +407 New
SFG
1083
Sage Financial Group
Pennsylvania
$37K
HWP
1084
Hefty Wealth Partners
Indiana
$37K
AC
1085
Alexandria Capital
Virginia
$36K
ARMC
1086
American Research & Management Company
Massachusetts
$32K
LA
1087
Legacy Advisors
Pennsylvania
$32K
OC
1088
Oakworth Capital
Alabama
$31K -$32.4K -350 -51%
IP
1089
Intellectus Partners
California
$31K
CCMW
1090
Cypress Capital Management (Wyoming)
Wyoming
$30.7K
AA
1091
AlphaMark Advisors
Kentucky
$29K -$5.71K -61 -16%
WPA
1092
West Paces Advisors
Georgia
$28.1K
JFA
1093
JNBA Financial Advisors
Minnesota
$28K -$4.2K -45 -13%
VCM
1094
Versant Capital Management
Arizona
$26K
M
1095
MOTCO
Texas
$25K -$8.95K -97 -26%
SSB
1096
Sandy Spring Bank
Maryland
$24K -$27.8K -297 -54%
CBT
1097
Central Bank & Trust
Kentucky
$23K +$9.2K +100 +67%
HCM
1098
Horrell Capital Management
Arkansas
$21K
BIG
1099
Bellwether Investment Group
Tennessee
$20K -$475K -5,015 -96%
GAM
1100
Gemmer Asset Management
California
$20K