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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 %
PL
1576
Parkwood LLC
Ohio
-$257K -1,630 Closed
SWM
1577
Stockman Wealth Management
Montana
-$255K -1,618 Closed
JCM
1578
Janney Capital Management
Pennsylvania
-$252K -1,599 Closed
RAM
1579
Redmond Asset Management
Virginia
-$251K -1,590 Closed
IF
1580
IRON Financial
Illinois
-$249K -1,581 Closed
TA
1581
Tiedemann Advisors
New York
-$235K -1,492 Closed
LFR
1582
Lehman Financial Resources
Pennsylvania
-$234K -1,489 Closed
HA
1583
Harfst & Associates
Wyoming
-$228K -1,449 Closed
NF
1584
Nikulski Financial
Iowa
-$212K -1,348 Closed
MIA
1585
MainStreet Investment Advisors
Illinois
-$212K -1,344 Closed
OWM
1586
Orgel Wealth Management
Wisconsin
-$212K -1,343 Closed
TW
1587
Transform Wealth
Colorado
-$211K -1,342 Closed
OPTFSNA
1588
Old Point Trust & Financial Services N A
Virginia
-$208K -1,320 Closed
CA
1589
Clearstead Advisors
Ohio
-$208K -1,319 Closed
FAT
1590
First American Trust
California
-$204K -1,291 Closed
PGIM
1591
Pacific Global Investment Management
California
-$203K -1,285 Closed
PWMAG
1592
Pinnacle Wealth Management Advisory Group
New Jersey
-$202K -1,283 Closed
AAM
1593
Aureus Asset Management
Massachusetts
-$201K -1,277 Closed
SIM
1594
SSI Investment Management
California
-$200K -1,277 Closed
CWM
1595
Circle Wealth Management
New Jersey
-$201K -1,277 Closed
VSI
1596
Verde Servicos Internacionais
Brazil
-$156K -1,000 Closed
LC
1597
Landaas & Company
Wisconsin
-$151K -957 Closed
RPC
1598
Rossmore Private Capital
Connecticut
-$107K -680 Closed
GRQ
1599
Gardner Russo & Quinn
Pennsylvania
-$102K -650 Closed
GBT
1600
Grove Bank & Trust
Florida
-$99K -626 Closed