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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 %
LF
1126
Lee Financial
Texas
$16K +$16K +175 New
WA
1127
Winfield Associates
Ohio
$15K
GBT
1128
Grove Bank & Trust
Florida
$15K +$15K +160 New
CBT
1129
Central Bank & Trust
Kentucky
$14K
MCA
1130
Mercer Capital Advisers
New Jersey
$14K
MIFH
1131
Migdal Insurance & Financial Holdings
Israel
$13K +$13K +134 New
RFWA
1132
RPg Family Wealth Advisory
Massachusetts
$12.9K +$12.9K +139 New
FPB
1133
First PREMIER Bank
South Dakota
$12K -$31.1K -324 -72%
ECM
1134
Exchange Capital Management
Michigan
$12K
LCM
1135
Liberty Capital Management
Michigan
$12K
GWS
1136
Glassman Wealth Services
Virginia
$12K +$12K +125 New
LWM
1137
LBA Wealth Management
Florida
$11K -$5.37K -60 -33%
TCM
1138
Tradewinds Capital Management
Washington
$11K +$89 +1 +0.8%
LWA
1139
Lowe Wealth Advisors
Maryland
$10K +$4.81K +50 +93%
AIL
1140
AGF Investments LLC
Ontario, Canada
$10K +$10K +104 New
AAP
1141
Arax Advisory Partners
Colorado
$10K +$10K +105 New
FFW
1142
Fusion Family Wealth
New York
$10K +$10K +107 New
NC
1143
NewSquare Capital
Pennsylvania
$9K
HRC
1144
Hoertkorn Richard Charles
$9K
BKA
1145
Brick & Kyle Associates
Pennsylvania
$9K
SHJ
1146
Sharkey, Howes & Javer
Colorado
$9K
ACM
1147
Armbruster Capital Management
New York
$9K
WAS
1148
Winch Advisory Services
Wisconsin
$8K +$8K +87 New
WIM
1149
Westside Investment Management
California
$7.1K +$7.1K +75 New
RFS
1150
Rockefeller Financial Services
New York
$7K