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Caterpillar

1,476 hedge funds and large institutions have $46.2B invested in Caterpillar in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 530 increasing their positions, 639 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
-77
Holders Change %
-4.96%
% of All Funds
32.42%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.33%
New
76
Increased
530
Reduced
639
Closed
146
Calls
$1.28B
Puts
$1.67B
Net Calls
-$385M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
BSA
226
Braun Stacey Associates
New York
$11.5M +$480K +3,798 +4%
SAM
227
Shell Asset Management
Netherlands
$11.1M +$79.2K +627 +0.7%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$11M -$3.23M -25,537 -23%
CCM
229
Chilton Capital Management
Texas
$11M -$694K -5,497 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
230
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M -$13.5M -107,079 -55%
PA
231
Pinnacle Associates
New York
$10.9M +$1.29M +10,234 +13%
RFC
232
Regions Financial Corp
Alabama
$10.9M -$244K -1,932 -2%
GIM
233
Grassi Investment Management
California
$10.7M +$2.02M +16,000 +23%
CTI
234
Community Trust & Investment
Kentucky
$10.7M -$241K -1,908 -2%
ACP
235
Ashfield Capital Partners
California
$10.6M +$56.7K +449 +0.5%
PAG
236
Private Advisor Group
New Jersey
$10.6M +$1.58M +12,308 +18%
CIP
237
Chartwell Investment Partners
Pennsylvania
$10.5M -$4.42K -35 -0%
FBA
238
Front Barnett Associates
Illinois
$10.5M +$231K +1,827 +2%
NAM
239
Nissay Asset Management
Japan
$10.5M -$184K -1,455 -2%
CS
240
Candriam SCA
Luxembourg
$10.5M -$12M -94,905 -53%
Macquarie Group
241
Macquarie Group
Australia
$10.3M -$9.4M -74,420 -48%
MSA
242
Mason Street Advisors
Wisconsin
$10.1M -$178K -1,409 -2%
WCMN
243
Westchester Capital Management (Nebraska)
Nebraska
$10M +$45.5K +360 +0.5%
AAM
244
Advisors Asset Management
Colorado
$10M +$3.6M +28,510 +56%
CIA
245
CCM Investment Advisers
South Carolina
$10M -$59.1K -468 -0.6%
AB
246
Amalgamated Bank
New York
$10M -$4.67K -37 -0%
UCFA
247
United Capital Financial Advisors
Texas
$9.84M -$18.7M -148,187 -66%
GWM
248
Geneos Wealth Management
Colorado
$9.79M -$839K -6,626 -8%
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$9.69M +$853K +6,754 +10%
CBOR
250
Community Bank of Raymore
Missouri
$9.62M -$1.14M -9,000 -11%