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Caterpillar

1,161 hedge funds and large institutions have $39B invested in Caterpillar in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 350 increasing their positions, 468 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+69
Holders Change %
+6.32%
% of All Funds
29.07%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
157
Increased
350
Reduced
468
Closed
69
Calls
$956M
Puts
$1.7B
Net Calls
-$742M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
BTNA
1201
Bremer Trust National Association
Minnesota
-$361K -4,066 Closed
CHJWM
1202
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$351K -3,965 Closed
CM
1203
Churchill Management
California
-$303K -3,412 Closed
Marshall Wace
1204
Marshall Wace
United Kingdom
-$293K -3,302 Closed
PL
1205
Perpetual Ltd
Australia
-$270K -3,037 Closed
AI
1206
Accredited Investors
Minnesota
-$268K -3,023 Closed
SIG
1207
Schooner Investment Group
Pennsylvania
-$265K -3,000 Closed
MFW
1208
Meristem Family Wealth
Minnesota
-$260K -2,931 Closed
JFA
1209
Johanson Financial Advisors
California
-$253K -2,840 Closed
RIA
1210
Regal Investment Advisors
Michigan
-$248K -2,798 Closed
SCM
1211
Sterling Capital Management
North Carolina
-$248K -2,795 Closed
AAM
1212
Autus Asset Management
Arizona
-$226K -2,541 Closed
KJHP
1213
K.J. Harrison & Partners
Ontario, Canada
-$222K -2,500 Closed
MME
1214
Meag Munich Ergo
Germany
-$210K -2,400 Closed
OPTFSNA
1215
Old Point Trust & Financial Services N A
Virginia
-$211K -2,375 Closed
CBN
1216
Cadence Bank NA
Texas
-$210K -2,362 Closed
SMH
1217
Sanders Morris Harris
Texas
-$229K -2,350 Closed
AAC
1218
Asset Advisors Corp
Georgia
-$181K -2,044 Closed
CA
1219
CapWealth Advisors
Tennessee
-$143K -1,610 Closed
IWM
1220
Integrated Wealth Management
California
-$111K -1,246 Closed
HCA
1221
Harbour Capital Advisors
Virginia
-$102K -1,150 Closed
WIC
1222
Woodmont Investment Counsel
Tennessee
-$68K -770 Closed
CYG
1223
Clean Yield Group
Vermont
-$62K -704 Closed
HCM
1224
Highlander Capital Management
New Jersey
-$62K -700 Closed
TG
1225
TLP Group
Illinois
-$57K -640 Closed