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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.

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 %
MJP
1276
Michael J. Puzo
$236K +$236K +1,500 New
TA
1277
Tiedemann Advisors
New York
$235K +$235K +1,492 New
LFR
1278
Lehman Financial Resources
Pennsylvania
$234K +$234K +1,489 New
ITIM
1279
Indiana Trust & Investment Management
Indiana
$233K +$233K +1,475 New
BF
1280
Blankinship & Foster
California
$233K +$233K +1,477 New
AF
1281
Allworth Financial
California
$231K +$23.8K +151 +11%
AOWM
1282
Alpha Omega Wealth Management
Virginia
$230K -$34.5K -219 -13%
IBOK
1283
Independence Bank of Kentucky
Kentucky
$230K +$230K +1,460 New
YIA
1284
YHB Investment Advisors
Connecticut
$229K +$229K +1,452 New
HFA
1285
High Falls Advisors
New York
$229K +$229K +1,452 New
BTIS
1286
BB&T Investment Services
North Carolina
$228K -$136K -867 -37%
TC
1287
Telemus Capital
Michigan
$228K +$228K +1,444 New
SCA
1288
Sage Capital Advisors
South Dakota
$228K +$228K +1,447 New
SFA
1289
Sequoia Financial Advisors
Ohio
$228K +$228K +1,448 New
HA
1290
Harfst & Associates
Wyoming
$228K +$228K +1,449 New
IWA
1291
Intercontinental Wealth Advisors
Texas
$227K +$227K +1,444 New
CCM
1292
Compton Capital Management
Rhode Island
$226K +$226K +1,434 New
Lido Advisors
1293
Lido Advisors
California
$224K +$224K +1,426 New
IC
1294
Intersect Capital
California
$223K +$223K +1,414 New
BRA
1295
Bender Robert & Associates
California
$223K +$223K +1,414 New
WCF
1296
West Coast Financial
California
$221K -$1.05M -6,658 -83%
CGT
1297
Capital Guardian Trust
California
$221K
HFBOT
1298
Home Federal Bank of Tennessee
Tennessee
$221K +$221K +1,400 New
MCM
1299
Monarch Capital Management
Indiana
$221K +$221K +1,400 New
BTW
1300
Boston Trust Walden
Massachusetts
$219K +$219K +1,392 New