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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 %
SFG
1101
Sage Financial Group
Pennsylvania
$37K
HWP
1102
Hefty Wealth Partners
Indiana
$37K
AC
1103
Alexandria Capital
Virginia
$36K
M
1104
MOTCO
Texas
$34K
AA
1105
AlphaMark Advisors
Kentucky
$34K
JFA
1106
JNBA Financial Advisors
Minnesota
$32K -$324K -3,492 -91%
ARMC
1107
American Research & Management Company
Massachusetts
$32K
CCMW
1108
Cypress Capital Management (Wyoming)
Wyoming
$31.1K
IP
1109
Intellectus Partners
California
$31K +$31K +337 New
LA
1110
Legacy Advisors
Pennsylvania
$31K +$31K +345 New
WPA
1111
West Paces Advisors
Georgia
$28.1K +$28.1K +303 New
MUS
1112
Mitsubishi UFJ Securities
Japan
$28K +$28K +300 New
EF
1113
Empirical Finance
Pennsylvania
$27K +$27K +281 New
EARNEST Partners
1114
EARNEST Partners
Georgia
$27K +$27K +286 New
VCM
1115
Versant Capital Management
Arizona
$26K -$893 -10 -3%
SIG
1116
Stanford Investment Group
California
$25K +$25K +270 New
PA
1117
Perennial Advisors
New York
$22K +$22K +238 New
HCM
1118
Horrell Capital Management
Arkansas
$21K
MFW
1119
Mosaic Family Wealth
Missouri
$20K -$55.3K -600 -73%
GAM
1120
Gemmer Asset Management
California
$20K +$3.38K +37 +20%
KPCM
1121
Kings Point Capital Management
New York
$19K
PCP
1122
Proficio Capital Partners
Massachusetts
$19K +$2.93K +31 +18%
ANBT
1123
American National Bank & Trust
Texas
$18K
BRC
1124
Bell Rock Capital
Delaware
$17K +$17K +180 New
BWM
1125
Baystate Wealth Management
Massachusetts
$16K +$16K +174 New