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Caterpillar

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1176
WealthPLAN Partners
Nebraska
$320K +$25.7K +163 +9%
PP
1177
Patten & Patten
Tennessee
$318K +$28.3K +180 +10%
EAM
1178
Evanson Asset Management
California
$315K -$43.7K -277 -12%
PWM
1179
Paulson Wealth Management
Illinois
$315K +$315K +2,000 New
SHGA
1180
Sand Hill Global Advisors
California
$312K -$87.6K -557 -22%
ACA
1181
Anchor Capital Advisors
Massachusetts
$312K
HA
1182
Hamel Associates
New Jersey
$311K
AWM
1183
Altium Wealth Management
New York
$311K +$311K +1,974 New
4IG
1184
440 Investment Group
Kansas
$303K +$303K +1,922 New
AMM
1185
American Money Management
California
$302K -$97.2K -617 -24%
DE
1186
Day & Ennis
Georgia
$302K -$15.5K -98 -5%
TIM
1187
Total Investment Management
Arizona
$301K
GLI
1188
Guardian Life Insurance
New York
$301K +$89.7K +570 +42%
FFC
1189
First Financial Corp
Indiana
$300K
ECM
1190
Estabrook Capital Management
New York
$299K
WF
1191
WoodTrust Financial
Wisconsin
$299K +$299K +1,900 New
CW
1192
Cobiz Wealth
Colorado
$298K +$298K +1,888 New
AWA
1193
Acorn Wealth Advisors
Michigan
$296K +$296K +1,813 New
LFA
1194
Legacy Financial Advisors
Kentucky
$294K +$294K +1,866 New
CCP
1195
Corient Capital Partners
California
$293K -$11.2K -71 -4%
NSB
1196
Norway Savings Bank
Maine
$293K -$3.15K -20 -1%
RCM
1197
RB Capital Management
Nevada
$293K +$158 +1 +0.1%
NCM
1198
Novare Capital Management
North Carolina
$292K -$112K -707 -28%
BHA
1199
Beech Hill Advisors
New York
$292K -$31.6K -200 -10%
AMG
1200
Advisors Management Group
Wisconsin
$292K