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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 %
GAM
1101
Gemmer Asset Management
California
$20K
KPCM
1102
Kings Point Capital Management
New York
$19K
LF
1103
Lee Financial
Texas
$16K
WA
1104
Winfield Associates
Ohio
$15K
GBT
1105
Grove Bank & Trust
Florida
$15K
MIFH
1106
Migdal Insurance & Financial Holdings
Israel
$15K +$2.12K +22 +16%
SCA
1107
Stuart Chaussee & Associates
California
$14K -$42K -450 -75%
MUS
1108
Mitsubishi UFJ Securities
Japan
$14K -$14K -150 -50%
MCA
1109
Mercer Capital Advisers
New Jersey
$14K
WP
1110
WealthPLAN Partners
Nebraska
$13.6K +$13.6K +144 New
QAM
1111
QCI Asset Management
New York
$12K -$54.5K -590 -82%
ECM
1112
Exchange Capital Management
Michigan
$12K
LCM
1113
Liberty Capital Management
Michigan
$12K
GWS
1114
Glassman Wealth Services
Virginia
$12K
FPB
1115
First PREMIER Bank
South Dakota
$12K
GWA
1116
Guidant Wealth Advisors
Illinois
$12K +$8.12K +88 +210%
RFWA
1117
RPg Family Wealth Advisory
Massachusetts
$11.6K -$1.3K -14 -10%
LWM
1118
LBA Wealth Management
Florida
$11K
FFW
1119
Fusion Family Wealth
New York
$10K
WIM
1120
Westside Investment Management
California
$9.42K +$2.36K +25 +33%
TRCT
1121
Tower Research Capital (TRC)
New York
$9K -$2.1M -23,314 -100%
SHJ
1122
Sharkey, Howes & Javer
Colorado
$9K
HRC
1123
Hoertkorn Richard Charles
$9K
NC
1124
NewSquare Capital
Pennsylvania
$9K
BKA
1125
Brick & Kyle Associates
Pennsylvania
$9K