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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 %
Acadian Asset Management
1201
Acadian Asset Management
Massachusetts
$67K 541 -2,856 -84%
TCM
1202
Tradewinds Capital Management
Washington
$65K 519
SIM
1203
Sonora Investment Management
Arizona
$62.4K 500
CPA
1204
Cowen Prime Advisors
New York
$62K 500
GBT
1205
Grove Bank & Trust
Florida
$62K 495 +200 +68%
FPS
1206
Fieldpoint Private Securities
Connecticut
$62K 500 +500 New
EA
1207
Edge Advisors
Georgia
$60K 485 -524 -52%
PFSC
1208
Peoples Financial Services Corp
Pennsylvania
$56K 450
PCP
1209
Proficio Capital Partners
Massachusetts
$53K 428 +4 +0.9%
VC
1210
Vestor Capital
Illinois
$51K 411
SFG
1211
Sage Financial Group
Pennsylvania
$50K 400
OFS
1212
Orrstown Financial Services
Pennsylvania
$50K 404
KLWA
1213
Kelly Lawrence W & Associates
California
$50K 400
HWP
1214
Hefty Wealth Partners
Indiana
$50K 400
WIM
1215
Westside Investment Management
California
$49K 386 +200 +108%
AC
1216
Alexandria Capital
Virginia
$48K 386
JG
1217
Jefferies Group
New York
$46K 370 -10,632 -97%
AA
1218
AlphaMark Advisors
Kentucky
$46K 366 +42 +13%
ARMC
1219
American Research & Management Company
Massachusetts
$44K 350
IP
1220
Intellectus Partners
California
$43K 343
LA
1221
Legacy Advisors
Pennsylvania
$43K 345
CCMW
1222
Cypress Capital Management (Wyoming)
Wyoming
$41K 331
PFGIA
1223
Patriot Financial Group Insurance Agency
Massachusetts
$40K 313 +300 +2,308%
OC
1224
Oakworth Capital
Alabama
$39K 335
JFA
1225
JNBA Financial Advisors
Minnesota
$37K 300