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Caterpillar

1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
28.5%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
96
Increased
341
Reduced
537
Closed
101
Calls
$758M
Puts
$1.49B
Net Calls
-$733M
Net Calls Change
+$9.04M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1226
WESPAC Advisors
California
-$213K -2,300 Closed
CCT
1227
Chemung Canal Trust
New York
-$213K -2,300 Closed
RSVP
1228
Ramsay Stattman Vela & Price
Colorado
-$212K -2,290 Closed
PGIM
1229
Pacific Global Investment Management
California
-$205K -2,210 Closed
HHC
1230
Hutchin Hill Capital
New York
-$204K -2,200 Closed
RPAM
1231
Rhenman & Partners Asset Management
Sweden
-$144K -1,548 Closed
CM
1232
Castleark Management
Illinois
-$139K -1,500 Closed
ACM
1233
AUA Capital Management
Pennsylvania
-$109K -1,170 Closed
JIC
1234
Joel Isaacson & Co
New York
-$91K -983 Closed
PCA
1235
Peddock Capital Advisors
Massachusetts
-$45K -488 Closed
PIM
1236
Parasol Investment Management
Illinois
-$38K -415 Closed
EARNEST Partners
1237
EARNEST Partners
Georgia
-$27K -286 Closed
EF
1238
Empirical Finance
Pennsylvania
-$27K -281 Closed
SIG
1239
Stanford Investment Group
California
-$25K -270 Closed
PA
1240
Perennial Advisors
New York
-$22K -238 Closed
ACM
1241
Armbruster Capital Management
New York
-$9K -100 Closed
DPA
1242
Delphi Private Advisors
California
-$6K -70 Closed
SIAP
1243
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$6K -60 Closed
H
1244
Hexavest
Quebec, Canada
-$2K -23 Closed
TWMP
1245
Taylor Wealth Management Partners
Massachusetts
-$1K -8 Closed