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Caterpillar

1,270 hedge funds and large institutions have $51.4B invested in Caterpillar in 2017 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 432 increasing their positions, 487 reducing their positions, and 43 closing their positions.

Holders
1,270
Holders Change
+78
Holders Change %
+6.54%
% of All Funds
31.71%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
1.02%
New
130
Increased
432
Reduced
487
Closed
43
Calls
$1.29B
Puts
$1.86B
Net Calls
-$573M
Net Calls Change
+$76.6M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1151
Catamount Wealth Management
Connecticut
$166K 1,333 +1,333 New
VFA
1152
Virtus Fund Advisers
Connecticut
$164K 1,313
AF
1153
Allworth Financial
California
$164K 1,315 +2 +0.2%
BDWM
1154
Brewin Dolphin Wealth Management
Ireland
$164K 1,315 +1,315 New
FPFS
1155
First Personal Financial Services
North Carolina
$161K 1,287 -302 -19%
QCG
1156
Quadrant Capital Group
Ohio
$154K 1,339
CIS
1157
Capital International Sarl
California
$150K 1,200 -5,900 -83%
CI
1158
Capital International
California
$150K 1,200 -5,400 -82%
ACM
1159
AUA Capital Management
Pennsylvania
$146K 1,170
SQA
1160
Simon Quick Advisors
New Jersey
$146K 1,172 +1,145 +4,241%
WC
1161
Whitnell & Co
Illinois
$142K 1,141 +2 +0.2%
FANJ
1162
Financial Architects (New Jersey)
New Jersey
$139K 1,115 -100 -8%
RFA
1163
Reilly Financial Advisors
California
$139K 1,111
MWM
1164
MinichMacGregor Wealth Management
New York
$136K 1,097 -454 -29%
VIA
1165
Vantage Investment Advisors
Pennsylvania
$133K 1,066 +140 +15%
PMFA
1166
Plante Moran Financial Advisors
Michigan
$130K 1,045 -6,207 -86%
GH
1167
GAM Holding
Switzerland
$129K 1,035 -96,007 -99%
BCP
1168
Blue Chip Partners
Michigan
$128K 1,029 -236 -19%
LWCFA
1169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K 978 -32 -3%
BEAM
1170
Baker Ellis Asset Management
Washington
$120K 965
OIA
1171
OneDigital Investment Advisors
Kansas
$115K 923 -850 -48%
MSFP
1172
Mark Sheptoff Financial Planning
Connecticut
$113K 902
CP
1173
Corbenic Partners
Pennsylvania
$110K 879
MA
1174
MCF Advisors
Kentucky
$105K 841 -45 -5%
JAM
1175
Jolley Asset Management
North Carolina
$104K 830