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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$33.3M +$3.34M +22,676 +11%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$32.9M -$535K -3,631 -2%
SG Americas Securities
153
SG Americas Securities
New York
$32.7M +$24.9M +168,635 +319%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$32.6M +$373K +2,500 +1%
William Blair & Company
155
William Blair & Company
Illinois
$32.4M -$496K -3,368 -2%
NB
156
Norinchukin Bank
Japan
$32.3M +$6.89M +46,767 +27%
SCM
157
Stevens Capital Management
Pennsylvania
$30.8M +$30.5M +206,749 +9,789%
QIM
158
Quantitative Investment Management
Virginia
$30.7M +$30.7M +208,500 New
GAM
159
Gotham Asset Management
New York
$30.1M -$11.7M -79,629 -28%
SEI Investments
160
SEI Investments
Pennsylvania
$29.9M -$7.21M -48,917 -19%
MSL
161
Mackay Shields LLC
New York
$29.9M +$29.9M +202,938 New
VRS
162
Virginia Retirement Systems
Virginia
$29.9M
FMI
163
Factory Mutual Insurance
Massachusetts
$29.6M +$12.6M +85,700 +75%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$29.5M +$1.98M +13,413 +7%
PPC
165
Precision Path Capital
New York
$29.5M +$16.5M +112,000 +127%
KeyBank National Association
166
KeyBank National Association
Ohio
$29.5M -$902K -6,119 -3%
HIMC
167
Heritage Investors Management Corp
Maryland
$28.8M -$444K -3,014 -2%
MPMG
168
Minneapolis Portfolio Management Group
Minnesota
$28.7M -$643K -4,362 -2%
RCAMU
169
Rothschild & Co Asset Management US
Connecticut
$28.5M +$28.5M +193,202 New
GIBU
170
Gulf International Bank (UK)
United Kingdom
$27.7M +$110K +748 +0.4%
CEP
171
Chicago Equity Partners
Illinois
$27.1M +$2.5M +16,940 +10%
MIM
172
MetLife Investment Management
New Jersey
$26.5M -$623K -4,229 -2%
M&T Bank
173
M&T Bank
New York
$26.2M +$1.57M +10,628 +6%
SOMRS
174
State of Michigan Retirement System
Michigan
$25.9M +$236K +1,600 +0.9%
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey
$25.6M -$5.11M -34,684 -17%