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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 %
PWM
1151
Perigon Wealth Management
California
$6K -$1.57M -17,030 -100%
DPA
1152
Delphi Private Advisors
California
$6K
SIAP
1153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$6K +60 New
PCFFS
1154
Pacific Center for Financial Services
California
$6K +$6K +65 New
GWA
1155
Guidant Wealth Advisors
Illinois
$4K
PVH
1156
Psagot Value Holdings
Israel
$4K
SLF
1157
Sun Life Financial
Ontario, Canada
$3.04K +$3.04K +282 New
LS
1158
Livforsakringsbolaget Skandia
Sweden
$3.03K +$891 +9,604 +42%
PK
1159
Pflug Koory
Nebraska
$2.64K +$2.64K +28,487 New
H
1160
Hexavest
Quebec, Canada
$2K +$2K +23 New
TWMP
1161
Taylor Wealth Management Partners
Massachusetts
$1K -$4.38K -35 -81%
FPF
1162
FNY Partners Fund
New York
$100 +$100 +1,080 New
Massachusetts Financial Services
1163
Massachusetts Financial Services
Massachusetts
-$154M -1,738,592 Closed
MTB
1164
Mizuho Trust & Banking
Japan
-$82.6M -930,153 Closed
SAM
1165
Scopus Asset Management
New York
-$42.2M -475,000 Closed
WCM
1166
Wedge Capital Management
North Carolina
-$22.8M -256,782 Closed
Alyeska Investment Group
1167
Alyeska Investment Group
Illinois
-$13.8M -155,405 Closed
MAA
1168
Matrix Asset Advisors
New York
-$10.6M -119,130 Closed
DILH
1169
Dai-ichi Life Holdings
Japan
-$8.1M -91,247 Closed
IGIM
1170
I.G. Investment Management
Manitoba, Canada
-$7.82M -88,130 Closed
IP
1171
Interval Partners
New York
-$6.66M -75,000 Closed
DC
1172
Deere & Company
Illinois
-$6.13M -69,102 Closed
Wolverine Trading
1173
Wolverine Trading
Illinois
-$5.69M -65,030 Closed
EAM
1174
EverPoint Asset Management
Connecticut
-$5.33M -60,000 Closed
LM
1175
Luminus Management
Texas
-$5.06M -57,000 Closed