CAT icon

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 %
FIB
1101
First Interstate Bank
Montana
$225K 1,809 +66 +4%
NL
1102
NWAM LLC
Washington
$225K 1,803 +1,803 New
RIA
1103
Regal Investment Advisors
Michigan
$225K 1,805 +1,805 New
JCM
1104
Janney Capital Management
Pennsylvania
$225K 1,811 +1,811 New
DBT
1105
Dubuque Bank & Trust
Iowa
$224K 1,790 -24 -1%
GC
1106
Grimes & Company
Massachusetts
$224K 1,795 +1,795 New
IIM
1107
Intact Investment Management
Quebec, Canada
$224K 1,800 +1,800 New
NA
1108
NewEdge Advisors
Louisiana
$223K 1,759 +959 +120%
CC
1109
Cedar Capital
Illinois
$223K 1,790 +1,790 New
RG
1110
Rikoon Group
New Mexico
$222K 1,779 +1,779 New
BP
1111
Ballentine Partners
Massachusetts
$222K 1,781 +1,781 New
CT
1112
Cambridge Trust
Massachusetts
$220K 1,767 +1,767 New
SC
1113
Schulhoff & Co
Ohio
$218K 1,750 +1,750 New
VNA
1114
Valley National Advisers
Pennsylvania
$217K 1,740
RW
1115
REDW Wealth
New Mexico
$217K 1,742 +1,742 New
MCM
1116
Mitchell Capital Management
Kansas
$215K 1,722 +1,722 New
FFA
1117
First Foundation Advisors
California
$214K 1,713 +1,713 New
IIC
1118
Integrated Investment Consultants
Michigan
$213K 1,710
AA
1119
Alesco Advisors
New York
$213K 1,704 +1,704 New
NIA
1120
Northstar Investment Advisors
Colorado
$212K 1,700 +1,700 New
FAM
1121
Fenimore Asset Management
New York
$211K 1,695 +1,695 New
FAB
1122
First American Bank
Illinois
$210K 1,683 +1,683 New
AOWM
1123
Alpha Omega Wealth Management
Virginia
$209K 1,678 +100 +6%
KP
1124
Keel Point
Alabama
$209K 1,673 +1,673 New
AC
1125
Addison Capital
Pennsylvania
$209K 1,678 +1,678 New