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Caterpillar

1,504 hedge funds and large institutions have $59.8B invested in Caterpillar in 2018 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 558 increasing their positions, 597 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
+23
Holders Change %
+1.55%
% of All Funds
34.52%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
1.03%
New
148
Increased
558
Reduced
597
Closed
111
Calls
$1.47B
Puts
$2.48B
Net Calls
-$1.01B
Net Calls Change
+$387M
Name Holding Trade Value Shares
Change
Shares
Change %
FCMT
1476
Founders Capital Management (Texas)
Texas
$12K
Rockefeller Capital Management
1477
Rockefeller Capital Management
New York
$12K +$12K +80 New
SCA
1478
Stuart Chaussee & Associates
California
$11K -$11K -75 -50%
RAM
1479
Riggs Asset Management
Pennsylvania
$11K
PS
1480
Portfolio Strategies
New York
$11K +$141 +1 +1%
PCFFS
1481
Pacific Center for Financial Services
California
$10K
WCM
1482
Wealthcare Capital Management
Virginia
$10K +$10K +65 New
MFT
1483
Moisand Fitzgerald Tamayo
Florida
$8K
LWA
1484
Lowe Wealth Advisors
Maryland
$8K
PRS
1485
Pinkerton Retirement Specialists
Idaho
$8K +$6.43K +41 +410%
SIA
1486
SeaBridge Investment Advisors
New Jersey
$7K
VDFA
1487
Vickerman & Driscoll Financial Advisors
Washington
$7K
ECM
1488
Exchange Capital Management
Michigan
$7K +$7K +50 New
OPWM
1489
Oak Point Wealth Management
Michigan
$6K -$9K -60 -60%
AW
1490
Alpha Windward
Massachusetts
$6K
OSAM
1491
O'Shaughnessy Asset Management
Connecticut
$6K +$5.37K +34 +850%
SQA
1492
Simon Quick Advisors
New Jersey
$4K -$92.1K -645 -96%
MSA
1493
Marino Stram & Associates
Massachusetts
$4K
MPPLM
1494
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K
GWA
1495
Guidant Wealth Advisors
Illinois
$4K +$941 +8 +31%
FBT
1496
First Bank & Trust
South Dakota
$4K +$4K +27 New
RWG
1497
Regal Wealth Group
California
$3K
EWM
1498
Edge Wealth Management
New York
$3K +$3K +18 New
SLF
1499
Sun Life Financial
Ontario, Canada
$2.73K -$6.11K -900 -69%
SP
1500
SWS Partners
Ohio
$2K