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Caterpillar

1,192 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.

Holders
1,192
Holders Change
+49
Holders Change %
+4.29%
% of All Funds
29.76%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
115
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M
Name Market Value Shares Shares
Change
Shares
Change %
GAM
1151
Gemmer Asset Management
California
$24K 220 +1 +0.5%
MFW
1152
Mosaic Family Wealth
Missouri
$23K 217
KPCM
1153
Kings Point Capital Management
New York
$21K 200
WIM
1154
Westside Investment Management
California
$20.1K 186 +86 +86%
NC
1155
NewSquare Capital
Pennsylvania
$20K 182 +82 +82%
LF
1156
Lee Financial
Texas
$19K 175
PHK
1157
Point72 Hong Kong
Hong Kong
$19K 174 +174 New
BWM
1158
Baystate Wealth Management
Massachusetts
$18K 165 -389 -70%
WA
1159
Winfield Associates
Ohio
$17K 160
MIFH
1160
Migdal Insurance & Financial Holdings
Israel
$17K 159 +3 +2%
CI Investments Inc
1161
CI Investments Inc
Ontario, Canada
$17K 162 +162 New
CBT
1162
Central Bank & Trust
Kentucky
$16K 150 -100 -40%
MCA
1163
Mercer Capital Advisers
New Jersey
$16K 150
SCA
1164
Stuart Chaussee & Associates
California
$16K 150
CFA
1165
Camarda Financial Advisors
Florida
$16K 150 +150 New
FC
1166
FCA Corp
Texas
$15K 12,000 +12,000 New
QAM
1167
QCI Asset Management
New York
$14K 130
LCM
1168
Liberty Capital Management
Michigan
$14K 130
ECM
1169
Exchange Capital Management
Michigan
$13K 125
FPB
1170
First PREMIER Bank
South Dakota
$13K 125
PFO
1171
Pathstone Family Office
New Jersey
$12K 110 +73 +197%
RFWA
1172
RPg Family Wealth Advisory
Massachusetts
$11.3K 105 -20 -16%
HRC
1173
Hoertkorn Richard Charles
$11K 100
FFW
1174
Fusion Family Wealth
New York
$11K 107
SHJ
1175
Sharkey, Howes & Javer
Colorado
$11K 100