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Caterpillar

1,270 hedge funds and large institutions have $51.4B invested in Caterpillar in 2017 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 432 increasing their positions, 487 reducing their positions, and 43 closing their positions.

Holders
1,270
Holders Change
+78
Holders Change %
+6.54%
% of All Funds
31.71%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
1.02%
New
130
Increased
432
Reduced
487
Closed
43
Calls
$1.29B
Puts
$1.86B
Net Calls
-$573M
Net Calls Change
+$76.6M
Name Market Value Shares Shares
Change
Shares
Change %
YWP
1076
YorkBridge Wealth Partners
New York
$248K 1,987
ACA
1077
Anchor Capital Advisors
Massachusetts
$247K 1,980 -25 -1%
BFPW
1078
BOK Financial Private Wealth
Colorado
$247K 1,982
CAM
1079
ClariVest Asset Management
California
$246K 1,971 +1,971 New
HA
1080
Hamel Associates
New Jersey
$246K 1,975 +1,975 New
CCP
1081
Corient Capital Partners
California
$241K 1,932 -410 -18%
RAM
1082
Redmond Asset Management
Virginia
$239K 1,916 -105 -5%
TIM
1083
Total Investment Management
Arizona
$238K 1,910
FFC
1084
First Financial Corp
Indiana
$237K 1,905 -10 -0.5%
RSVP
1085
Ramsay Stattman Vela & Price
Colorado
$237K 1,897 +1,897 New
VI
1086
Versor Investments
New York
$237K 1,900 +1,900 New
ECM
1087
Estabrook Capital Management
New York
$237K 1,900
RA
1088
RFG Advisory
Alabama
$236K 1,858 +1,858 New
BPB
1089
Badgley, Phelps & Bell
Washington
$235K 1,885
PL
1090
Parkwood LLC
Ohio
$234K 1,874 -2,387 -56%
NSB
1091
Norway Savings Bank
Maine
$234K 1,880 -200 -10%
WP
1092
WealthPLAN Partners
Nebraska
$233K 1,865 +1,865 New
TCM
1093
Traynor Capital Management
Pennsylvania
$231K 1,844 -709 -28%
AMG
1094
Advisors Management Group
Wisconsin
$231K 1,854 +1,854 New
PP
1095
Patten & Patten
Tennessee
$229K 1,840 +1,840 New
BFA
1096
Benedict Financial Advisors
Georgia
$228K 1,827 -127 -6%
GRP
1097
Global Retirement Partners
California
$228K 1,829 +122 +7%
STMM
1098
South Texas Money Management
Texas
$226K 1,810 +1,810 New
OWP
1099
Obermeyer Wealth Partners
Colorado
$225K 1,807 -400 -18%
NWM
1100
Northwest Wealth Management
Iowa
$225K 1,800 -279 -13%