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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 %
CCMW
1401
Cypress Capital Management (Wyoming)
Wyoming
$52K 331
QAM
1402
QCI Asset Management
New York
$52K 330 +275 +500%
MCM
1403
Mainstay Capital Management
Michigan
$52K 329 +329 New
KTM
1404
Keeler Thomas Management
Utah
$52K 332 +332 New
OC
1405
Oakworth Capital
Alabama
$47K 335
JFA
1406
JNBA Financial Advisors
Minnesota
$47K 300
EARNEST Partners
1407
EARNEST Partners
Georgia
$45K 286 +286 New
VCM
1408
Versant Capital Management
Arizona
$41K 266
BWM
1409
Baystate Wealth Management
Massachusetts
$41K 240
PW
1410
Price Wealth
Texas
$41K 266 +266 New
WPA
1411
West Paces Advisors
Georgia
$40.7K 258
CA
1412
Centerpoint Advisors
Massachusetts
$40K 252 +252 New
SIS
1413
Sound Income Strategies
Florida
$40K 259 +259 New
CAC
1414
Certified Advisory Corp
Florida
$39K 251 +251 New
KPCM
1415
Kings Point Capital Management
New York
$38K 240 +240 New
HCM
1416
Horrell Capital Management
Arkansas
$36K 226
BCP
1417
Blackhawk Capital Partners
Wisconsin
$36K 230 +230 New
PO
1418
Private Ocean
California
$36K 231 +231 New
GAM
1419
Gemmer Asset Management
California
$35K 220
MFW
1420
Mosaic Family Wealth
Missouri
$34K 217
TIM
1421
Tortoise Investment Management
New York
$32K 200 +200 New
PCM
1422
Poehling Capital Management
Wisconsin
$32K 200 +200 New
TVWM
1423
Tower View Wealth Management
Wisconsin
$32K 200 +200 New
NC
1424
NewSquare Capital
Pennsylvania
$29K 182
AAP
1425
Arax Advisory Partners
Colorado
$29K 185 +71 +62%