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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 %
NIA
1151
Northstar Investment Advisors
Colorado
-$7.93M -85,467 Closed
SCM
1152
SKBA Capital Management
California
-$7.62M -82,200 Closed
DCM
1153
Dynamic Capital Management
Jersey
-$7.61M -82,050 Closed
GIA
1154
Granite Investment Advisors
New Hampshire
-$5.52M -59,530 Closed
Voloridge Investment Management
1155
Voloridge Investment Management
Florida
-$5.02M -54,139 Closed
AFM
1156
Anson Funds Management
Texas
-$4.64M -50,000 Closed
TG
1157
TCW Group
California
-$4.11M -44,324 Closed
BCM
1158
BTC Capital Management
Iowa
-$3.89M -41,840 Closed
IIM
1159
Intact Investment Management
Quebec, Canada
-$3.45M -37,200 Closed
VHAM
1160
Van Hulzen Asset Management
California
-$3.12M -33,604 Closed
BCM
1161
Beddow Capital Management
Wyoming
-$2.29M -24,725 Closed
HPIA
1162
Hamilton Point Investment Advisors
North Carolina
-$2.13M -23,003 Closed
KL
1163
KWMG LLC
Kansas
-$2.06M -22,254 Closed
GCA
1164
Guardian Capital Advisors
Ontario, Canada
-$2.05M -22,050 Closed
SFA
1165
Staton Financial Advisors
North Carolina
-$1.97M -21,209 Closed
CCP
1166
Clarkston Capital Partners
Michigan
-$1.94M -20,900 Closed
CCM
1167
Coe Capital Management
Illinois
-$1.67M -18,047 Closed
MBA
1168
McQueen Ball & Associates
Pennsylvania
-$1.65M -17,836 Closed
CPO
1169
Cerity Partners OCIO
New York
-$1.6M -17,216 Closed
OWD
1170
Osborn Williams & Donohoe
Ohio
-$1.6M -17,214 Closed
11A
1171
10-15 Associates
New York
-$1.58M -17,060 Closed
HCM
1172
Highbridge Capital Management
New York
-$1.53M -16,500 Closed
DCM
1173
Delta Capital Management
New Jersey
-$1.43M -15,376 Closed
MWM
1174
Marietta Wealth Management
Georgia
-$1.31M -14,119 Closed
FIM
1175
FourPoints Investment Managers
France
-$1.3M -14,000 Closed