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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 %
GLI
1076
Guardian Life Insurance
New York
$143K 1,332 -933 -41%
AF
1077
Allworth Financial
California
$141K 1,313 +588 +81%
MBI
1078
Montrusco Bolton Investments
Quebec, Canada
$141K 1,315 +1,315 New
VFA
1079
Virtus Fund Advisers
Connecticut
$140K 1,313
BCP
1080
Blue Chip Partners
Michigan
$136K 1,265 +1,265 New
FANJ
1081
Financial Architects (New Jersey)
New Jersey
$131K 1,215
ACM
1082
AUA Capital Management
Pennsylvania
$126K 1,170 +1,170 New
SOADOR
1083
State of Alaska Department of Revenue
Alaska
$123K 1,151 -1,020 -47%
WC
1084
Whitnell & Co
Illinois
$122K 1,139 -398 -26%
RFA
1085
Reilly Financial Advisors
California
$119K 1,111 +535 +93%
CPIG
1086
Chicago Partners Investment Group
Illinois
$118K 1,152 +496 +76%
LWCFA
1087
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K 1,010
EA
1088
Edge Advisors
Georgia
$108K 1,009 +4 +0.4%
AIM
1089
Acrospire Investment Management
Illinois
$107K 1,000 +900 +900%
M
1090
MOTCO
Texas
$106K 989 +718 +265%
BEAM
1091
Baker Ellis Asset Management
Washington
$104K 965 +965 New
QCG
1092
Quadrant Capital Group
Ohio
$102K 1,339 +128 +11%
VIA
1093
Vantage Investment Advisors
Pennsylvania
$100K 926 -4 -0.4%
MSFP
1094
Mark Sheptoff Financial Planning
Connecticut
$97K 902 -299 -25%
HR
1095
Howe & Rusling
New York
$96K 890 -197 -18%
MA
1096
MCF Advisors
Kentucky
$95K 886 +55 +7%
CP
1097
Corbenic Partners
Pennsylvania
$94K 879
JAM
1098
Jolley Asset Management
North Carolina
$89K 830 +155 +23%
NA
1099
NewEdge Advisors
Louisiana
$86.3K 800 +800 New
MCIA
1100
Mountain Capital Investment Advisors
Colorado
$86K 799 +799 New