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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 %
FMW
1201
Farr Miller & Washington
District of Columbia
$291K +$291K +1,846 New
RIA
1202
Regal Investment Advisors
Michigan
$290K +$5.21K +33 +2%
BPB
1203
Badgley, Phelps & Bell
Washington
$289K -$7.88K -50 -3%
BFA
1204
Benedict Financial Advisors
Georgia
$289K +$1.1K +7 +0.4%
WPA
1205
Winning Points Advisors
Florida
$288K -$157K -1,000 -35%
RSVP
1206
Ramsay Stattman Vela & Price
Colorado
$286K -$12.9K -82 -4%
OWP
1207
Obermeyer Wealth Partners
Colorado
$285K
FIB
1208
First Interstate Bank
Montana
$285K
NWM
1209
Northwest Wealth Management
Iowa
$284K +$630 +4 +0.2%
GC
1210
Grimes & Company
Massachusetts
$283K
FPFS
1211
First Personal Financial Services
North Carolina
$283K +$80.3K +510 +40%
GRP
1212
Global Retirement Partners
California
$281K -$7.25K -46 -3%
FHC
1213
First Heartland Consultants
Missouri
$280K -$280K -1,783 -50%
PAS
1214
Partnervest Advisory Services
California
$280K -$102K -644 -27%
RG
1215
Rikoon Group
New Mexico
$280K
DBT
1216
Dubuque Bank & Trust
Iowa
$277K -$4.72K -30 -2%
AWA
1217
Arete Wealth Advisors
Illinois
$276K -$2.55M -16,203 -90%
SC
1218
Schulhoff & Co
Ohio
$275K
RW
1219
REDW Wealth
New Mexico
$275K
VNA
1220
Valley National Advisers
Pennsylvania
$274K
DCM
1221
Driehaus Capital Management
Illinois
$274K +$274K +1,739 New
GHA
1222
GW Henssler & Associates
Georgia
$274K +$274K +1,739 New
TCM
1223
Traynor Capital Management
Pennsylvania
$273K -$17.3K -110 -6%
1WA
1224
180 Wealth Advisors
Washington
$273K +$273K +1,732 New
SCA
1225
Stonebridge Capital Advisors
Minnesota
$273K +$273K +1,734 New