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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 %
BWP
1176
Baldwin Wealth Partners
Massachusetts
$103K 824 +137 +20%
TDC
1177
Thompson Davis & Co
Virginia
$102K 820 -4,111 -83%
EWM
1178
Endurance Wealth Management
Rhode Island
$96K 770
EFSCE
1179
Enterprise Financial Services Corp (EFSC)
Missouri
$95K 761
M
1180
MOTCO
Texas
$94K 755 -234 -24%
HCA
1181
Horan Capital Advisors
Ohio
$90K 725 +725 New
TJHA
1182
Thomas J. Herzfeld Advisors
Florida
$89K 713 +5 +0.7%
PG
1183
Patten Group
Tennessee
$88K 708 +3 +0.4%
DOA
1184
D'Orazio & Associates
Virginia
$87K 700 -10 -1%
ABA
1185
American Beacon Advisors
Texas
$83K 663
AWM
1186
AllSquare Wealth Management
New York
$83K 663 +663 New
VCM
1187
Vigilant Capital Management
Maine
$81K 650
MCIA
1188
Mountain Capital Investment Advisors
Colorado
$77K 620 -179 -22%
CAPTRUST Financial Advisors
1189
CAPTRUST Financial Advisors
North Carolina
$77K 500 +491 +5,456%
SSB
1190
Sandy Spring Bank
Maryland
$76K 606 +100 +20%
RPG
1191
Risk Paradigm Group
Texas
$75.2K 603 -1,245 -67%
PCTC
1192
Perkins Coie Trust Company
Washington
$75K 600
OFW
1193
Omnia Family Wealth
Florida
$75K 605
WAS
1194
Winch Advisory Services
Wisconsin
$75K 558 +471 +541%
CIM
1195
Contravisory Investment Management
Massachusetts
$75K 605 +605 New
GEA
1196
Glen Eagle Advisors
New Jersey
$74.4K 597 +1 +0.2%
ST
1197
Sageworth Trust
Pennsylvania
$74K 595
RFM
1198
Royal Fund Management
Florida
$73K 588
LWM
1199
Lenox Wealth Management
Ohio
$71K 573
NCM
1200
Nelson Capital Management
California
$71K 566