CAT icon

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 %
LFG
1501
LifePlan Financial Group
Ohio
$2K +$2K +11 New
WF
1502
WealthTrust Fairport
Ohio
$1K +$1K +9 New
MIM
1503
Macroview Investment Management
Maryland
$1K +$1K +10 New
CI
1504
Capital Innovations
Wisconsin
$765 -$96 -650 -11%
AFNAS
1505
American Financial Network Advisory Services
California
$594 -$40.1K -6,743 -99%
HA
1506
Hamel Associates
New Jersey
$424 +$133 +900 +46%
ELC
1507
Edgar Lomax Company
Virginia
-$48.2M -305,765 Closed
First Eagle Investment Management
1508
First Eagle Investment Management
New York
-$48.1M -305,393 Closed
Susquehanna International Group
1509
Susquehanna International Group
Pennsylvania
-$35.1M -222,679 Closed
BCM
1510
Barometer Capital Management
Ontario, Canada
-$26.6M -168,633 Closed
NAM
1511
NorthCoast Asset Management
Connecticut
-$23.6M -149,997 Closed
MWNA
1512
Marshall Wace North America
New York
-$18.8M -119,194 Closed
BAPIM
1513
British Airways Pensions Investment Management
United Kingdom
-$18.6M -118,276 Closed
SCI
1514
SkyBridge Capital II
New York
-$15.7M -99,742 Closed
MCM
1515
Moore Capital Management
New York
-$15M -95,000 Closed
ACM
1516
Arosa Capital Management
Florida
-$10.2M -64,661 Closed
SI
1517
SII Investments
Wisconsin
-$9.25M -58,679 Closed
FSA
1518
Financial Sense Advisors
California
-$8.38M -53,181 Closed
VIA
1519
Virtus Investment Advisers
Connecticut
-$7.91M -50,205 Closed
JIM
1520
Jupiter Investment Management
United Kingdom
-$6.69M -42,434 Closed
UFF
1521
USA Financial Formulas
Michigan
-$6.65M -42,183 Closed
WI
1522
WBI Investments
New Jersey
-$6.14M -38,940 Closed
KC
1523
Kepos Capital
New York
-$4.28M -27,162 Closed
PCM
1524
Price Capital Management
Louisiana
-$3.54M -22,430 Closed
CAM
1525
Cubic Asset Management
Massachusetts
-$2.98M -18,920 Closed