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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 %
SIM
1326
SSI Investment Management
California
$200K -$53.6K -342 -21%
TL
1327
TrueWealth LLC
Georgia
$198K +$198K +1,258 New
VCM
1328
Vigilant Capital Management
Maine
$197K +$94.8K +603 +93%
CPA
1329
Clear Perspective Advisors
Illinois
$195K -$15.8K -100 -7%
PMFA
1330
Plante Moran Financial Advisors
Michigan
$195K +$30.3K +192 +18%
CIS
1331
Capital International Sarl
California
$189K
PFGIA
1332
Patriot Financial Group Insurance Agency
Massachusetts
$185K +$133K +810 +259%
ACM
1333
AUA Capital Management
Pennsylvania
$184K
WC
1334
Whitnell & Co
Illinois
$180K +$158 +1 +0.1%
FANJ
1335
Financial Architects (New Jersey)
New Jersey
$176K
RFA
1336
Reilly Financial Advisors
California
$175K
MWM
1337
MinichMacGregor Wealth Management
New York
$175K +$2.83K +18 +2%
VIA
1338
Vantage Investment Advisors
Pennsylvania
$168K
BCP
1339
Blue Chip Partners
Michigan
$163K +$631 +4 +0.4%
CFD
1340
Creative Financial Designs
Indiana
$158K -$913K -5,788 -85%
VSI
1341
Verde Servicos Internacionais
Brazil
$156K +$156K +1,000 New
SSB
1342
Sandy Spring Bank
Maryland
$155K +$59.3K +375 +62%
LWCFA
1343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K
BEAM
1344
Baker Ellis Asset Management
Washington
$152K
LC
1345
Landaas & Company
Wisconsin
$151K -$85.2K -540 -36%
AWM
1346
Aevitas Wealth Management
Massachusetts
$143K +$143K +908 New
CLM
1347
ClearBridge LLC (Maryland)
Maryland
$140K +$140K +888 New
CP
1348
Corbenic Partners
Pennsylvania
$139K
MA
1349
MCF Advisors
Kentucky
$133K +$630 +4 +0.5%
HFM
1350
Harvest Fund Management
China
$131K +$131K +830 New