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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 Market Value Shares Shares
Change
Shares
Change %
VC
1376
Vestor Capital
Illinois
$88K 557 +146 +36%
SIM
1377
Sonora Investment Management
Arizona
$86.7K 550 +50 +10%
POIA
1378
Pin Oak Investment Advisors
Texas
$84K 534 +534 New
OFW
1379
Omnia Family Wealth
Florida
$83K 524 -81 -13%
TCM
1380
Tradewinds Capital Management
Washington
$82K 520 +1 +0.2%
CPA
1381
Cowen Prime Advisors
New York
$79K 500
FPS
1382
Fieldpoint Private Securities
Connecticut
$79K 500
HCM
1383
Highlander Capital Management
New Jersey
$79K 500 +500 New
PWM
1384
Perigon Wealth Management
California
$77K 489 -2,464 -83%
EA
1385
Edge Advisors
Georgia
$76K 485
JFGIW
1386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K 475 +200 +73%
KLWA
1387
Kelly Lawrence W & Associates
California
$73K 463 +63 +16%
PFSC
1388
Peoples Financial Services Corp
Pennsylvania
$71K 450
PCP
1389
Proficio Capital Partners
Massachusetts
$69K 438 +10 +2%
WIM
1390
Westside Investment Management
California
$64.3K 386
OFS
1391
Orrstown Financial Services
Pennsylvania
$64K 404
LWM
1392
Lenox Wealth Management
Ohio
$63K 401 -172 -30%
SFG
1393
Sage Financial Group
Pennsylvania
$63K 400
HWP
1394
Hefty Wealth Partners
Indiana
$63K 400
FRA
1395
Front Row Advisors
California
$63K 400 +400 New
AA
1396
AlphaMark Advisors
Kentucky
$58K 366
ARMC
1397
American Research & Management Company
Massachusetts
$55K 350
DPA
1398
Delphi Private Advisors
California
$55K 352 +352 New
IP
1399
Intellectus Partners
California
$54K 343
LA
1400
Legacy Advisors
Pennsylvania
$54K 345