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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 %
BW
1301
Bison Wealth
Georgia
$218K +$218K +1,382 New
CT
1302
Cambridge Trust
Massachusetts
$215K -$62.9K -400 -23%
CPIG
1303
Chicago Partners Investment Group
Illinois
$214K +$314 +2 +0.1%
EIA
1304
Eldridge Investment Advisors
New Hampshire
$213K +$213K +1,359 New
OWM
1305
Orgel Wealth Management
Wisconsin
$212K +$212K +1,343 New
MIA
1306
MainStreet Investment Advisors
Illinois
$212K +$212K +1,344 New
NF
1307
Nikulski Financial
Iowa
$212K +$212K +1,348 New
FFA
1308
First Foundation Advisors
California
$211K -$58.5K -372 -22%
SFFS
1309
Stonehage Fleming Financial Services
Jersey
$211K
TW
1310
Transform Wealth
Colorado
$211K +$211K +1,342 New
CWM
1311
Catamount Wealth Management
Connecticut
$210K
Aristotle Capital Management
1312
Aristotle Capital Management
California
$210K +$210K +1,330 New
CA
1313
Clearstead Advisors
Ohio
$208K +$208K +1,319 New
OPTFSNA
1314
Old Point Trust & Financial Services N A
Virginia
$208K +$208K +1,320 New
BDWM
1315
Brewin Dolphin Wealth Management
Ireland
$207K
VFA
1316
Virtus Fund Advisers
Connecticut
$207K
SLF
1317
Sun Life Financial
Ontario, Canada
$205K -$481K -3,052 -70%
QCG
1318
Quadrant Capital Group
Ohio
$205K +$6.38K +43 +3%
FAT
1319
First American Trust
California
$204K +$204K +1,291 New
PGIM
1320
Pacific Global Investment Management
California
$203K -$54.8K -347 -21%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$202K +1,283 New
TCM
1322
Texan Capital Management
Texas
$201K +$201K +1,275 New
BFC
1323
Bedel Financial Consulting
Indiana
$201K +$201K +1,275 New
AAM
1324
Aureus Asset Management
Massachusetts
$201K +$201K +1,277 New
CWM
1325
Circle Wealth Management
New Jersey
$201K +$201K +1,277 New