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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 %
AFG
1226
Albion Financial Group
Utah
$271K -$44.1K -280 -14%
NIA
1227
Northstar Investment Advisors
Colorado
$268K
FAM
1228
Fenimore Asset Management
New York
$267K
FGC
1229
Financial Gravity Companies
Texas
$266K +$266K +1,634 New
KP
1230
Keel Point
Alabama
$264K
AC
1231
Addison Capital
Pennsylvania
$264K
NL
1232
NWAM LLC
Washington
$263K -$21.1K -134 -7%
TBNY
1233
Trustco Bank (New York)
New York
$262K
FIM
1234
Frontier Investment Management
Texas
$262K +$262K +1,663 New
FC
1235
Forte Capital
New York
$262K +$262K +1,666 New
STMM
1236
South Texas Money Management
Texas
$261K -$24.4K -155 -9%
SDJVC
1237
St. Denis J. Villere & Co
Louisiana
$260K -$78.8K -500 -23%
LA
1238
LexAurum Advisors
Kansas
$260K +$260K +1,527 New
BCM
1239
Breiter Capital Management
Florida
$258K +$258K +1,637 New
PL
1240
Parkwood LLC
Ohio
$257K -$38.5K -244 -13%
EWM
1241
Empirical Wealth Management
Washington
$256K +$256K +1,626 New
SWM
1242
Stockman Wealth Management
Montana
$255K +$473 +3 +0.2%
Treasurer of the State of North Carolina
1243
Treasurer of the State of North Carolina
North Carolina
$255K +$255K +1,621 New
Carson Wealth (CWM LLC)
1244
Carson Wealth (CWM LLC)
Nebraska
$254K -$7.56K -48 -3%
BTNA
1245
Bremer Trust National Association
Minnesota
$254K
SIC
1246
Shoker Investment Counsel
Ohio
$254K +$1.42K +9 +0.6%
SXL
1247
Summit X LLC
Missouri
$254K +$254K +1,613 New
JCM
1248
Janney Capital Management
Pennsylvania
$252K -$33.4K -212 -12%
CGA
1249
Crescent Grove Advisors
Illinois
$252K +$252K +1,597 New
JWBC
1250
J.W. Burns & Co
New York
$252K +$252K +1,598 New