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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 %
HH
1551
HWG Holdings
Texas
-$642K -4,072 Closed
PL
1552
Perpetual Ltd
Australia
-$641K -4,037 Closed
Handelsbanken Fonder
1553
Handelsbanken Fonder
Sweden
-$630K -4,000 Closed
ZIC
1554
ZWJ Investment Counsel
Georgia
-$590K -3,743 Closed
VCWA
1555
Vanguard Capital Wealth Advisors
Colorado
-$548K -3,475 Closed
BCM
1556
Bluefin Capital Management
New York
-$529K -3,360 Closed
BLAM
1557
Bourne Lent Asset Management
New York
-$520K -3,300 Closed
BA
1558
Bristol Advisors
Pennsylvania
-$520K -3,300 Closed
MCM
1559
Mitchell Capital Management
Kansas
-$472K -2,997 Closed
PPSG
1560
Princeton Portfolio Strategies Group
New Jersey
-$470K -2,980 Closed
Credit Agricole
1561
Credit Agricole
France
-$443K -2,810 Closed
SGA
1562
Strategic Global Advisors
California
-$438K -2,780 Closed
JT
1563
Jump Trading
Illinois
-$426K -2,702 Closed
UWM
1564
USAdvisors Wealth Management
Minnesota
-$416K -2,643 Closed
IH
1565
IFC Holdings
Florida
-$392K -2,483 Closed
BL
1566
BFSG LLC
California
-$342K -2,168 Closed
SHGA
1567
Sand Hill Global Advisors
California
-$312K -1,983 Closed
IWA
1568
IBEX Wealth Advisors
New Jersey
-$326K -1,967 Closed
PAS
1569
Partnervest Advisory Services
California
-$280K -1,775 Closed
DCM
1570
Driehaus Capital Management
Illinois
-$274K -1,739 Closed
GHA
1571
GW Henssler & Associates
Georgia
-$274K -1,739 Closed
NIA
1572
Northstar Investment Advisors
Colorado
-$268K -1,700 Closed
NL
1573
NWAM LLC
Washington
-$263K -1,669 Closed
FC
1574
Forte Capital
New York
-$262K -1,666 Closed
FIM
1575
Frontier Investment Management
Texas
-$262K -1,663 Closed