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Caterpillar

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
1126
Violich Capital Management
California
$366K
TCM
1127
Telos Capital Management
California
$365K -$6.3K -40 -2%
BOTW
1128
Bank of the West
California
$364K -$15.8K -100 -4%
EGA
1129
E&G Advisors
Texas
$362K +$362K +2,300 New
CAM
1130
Carret Asset Management
New York
$358K
CC
1131
Cedar Capital
Illinois
$358K +$75.9K +482 +27%
CA
1132
Calton & Associates
Florida
$358K +$358K +2,113 New
TPWA
1133
TRUE Private Wealth Advisors
Oregon
$355K +$355K +2,257 New
BWA
1134
Burt Wealth Advisors
Maryland
$354K -$40.1K -255 -10%
HR
1135
Howe & Rusling
New York
$354K +$9.13K +58 +3%
MCM
1136
Maryland Capital Management
Maryland
$353K
MVA
1137
Mount Vernon Associates
Maryland
$351K
BOS
1138
Bingham Osborn & Scarborough
California
$351K +$945 +6 +0.3%
SWM
1139
SVA Wealth Management
Wisconsin
$351K +$11K +70 +3%
CVM
1140
Cheviot Value Management
California
$348K +$3.94K +25 +1%
YWP
1141
YorkBridge Wealth Partners
New York
$348K +$47.8K +316 +16%
B
1142
Bailard
California
$347K -$50.5K -320 -13%
PCIA
1143
Prime Capital Investment Advisors
Kansas
$347K +$347K +2,200 New
TG
1144
TLP Group
Illinois
$346K -$242K -1,534 -41%
EWM
1145
Elite Wealth Management
Washington
$345K +$345K +2,191 New
BL
1146
BFSG LLC
California
$342K +$342K +2,168 New
GAMC
1147
Garner Asset Management Corp
Texas
$341K -$15.8K -100 -4%
CPO
1148
Cerity Partners OCIO
New York
$341K -$7.73K -49 -2%
TWM
1149
Torch Wealth Management
Ohio
$339K -$55K -349 -14%
BIC
1150
Beach Investment Counsel
Pennsylvania
$339K