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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 %
CA
1251
Cornerstone Advisory
Maryland
$252K +$252K +1,600 New
MGIA
1252
Moneta Group Investment Advisors
Missouri
$252K +$252K +1,600 New
RAM
1253
Redmond Asset Management
Virginia
$251K -$51.5K -326 -17%
LJHT
1254
Laurie J. Hall Trustee
$251K
GLA
1255
Good Life Advisors
Pennsylvania
$251K +$251K +1,533 New
HPWM
1256
Highland Private Wealth Management
Washington
$251K +$251K +1,590 New
CAW
1257
Cornerstone Advisors (Washington)
Washington
$250K
CBT
1258
Central Bank & Trust
Kentucky
$250K +$226K +1,439 +959%
IWP
1259
Icon Wealth Partners
Texas
$250K +$250K +1,586 New
IF
1260
IRON Financial
Illinois
$249K -$4.73K -30 -2%
MPWT
1261
MassMutual Private Wealth & Trust
Connecticut
$248K +$25.5K +162 +11%
GIA
1262
Granite Investment Advisors
New Hampshire
$248K +$248K +1,572 New
AA
1263
Alesco Advisors
New York
$247K -$21.3K -135 -8%
OIA
1264
OneDigital Investment Advisors
Kansas
$245K +$99.9K +635 +69%
RPG
1265
Risk Paradigm Group
Texas
$244K +$149K +948 +157%
FAB
1266
First American Bank
Illinois
$244K -$20.9K -133 -8%
FG
1267
Fiduciary Group
Georgia
$242K +$242K +1,534 New
AWM
1268
Avior Wealth Management
Nebraska
$239K +$1.07K +7 +0.4%
TDC
1269
Thompson Davis & Co
Virginia
$238K +$109K +693 +85%
RWP
1270
RWA Wealth Partners
Massachusetts
$238K +$238K +1,507 New
CA
1271
CapWealth Advisors
Tennessee
$237K +$237K +1,505 New
BI
1272
Ballast Inc
Kentucky
$237K +$237K +1,507 New
HCM
1273
Hilton Capital Management
New York
$236K +$236K +1,500 New
AAM
1274
American Asset Management
Florida
$236K +$236K +1,500 New
CCM
1275
Chickasaw Capital Management
Tennessee
$236K +$236K +1,500 New