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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 %
EP
251
Elkfork Partners
Oregon
$9.4M +$4.24M +33,558 +82%
Lord, Abbett & Co
252
Lord, Abbett & Co
New Jersey
$9.37M -$85.4K -676 -0.9%
CIA
253
Capital Investment Advisors
Georgia
$9.31M +$928K +7,350 +11%
BTS
254
BB&T Securities
Virginia
$9.18M -$2.93M -23,203 -24%
SYBT
255
Stock Yards Bank & Trust
Kentucky
$9.15M +$263K +2,079 +3%
BHWM
256
Bar Harbor Wealth Management
New Hampshire
$9.13M -$139K -1,099 -1%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$9.1M -$4.8K -38 -0.1%
JG
258
Jefferies Group
New York
$9.06M +$9.05M +71,648 +89,560%
SC
259
Scotia Capital
Ontario, Canada
$8.98M +$3.05M +24,174 +52%
EDRH
260
Edmond de Rothschild Holding
Switzerland
$8.94M -$525K -4,160 -6%
PP
261
Paloma Partners
Connecticut
$8.89M -$243K -1,921 -3%
VDI
262
Vaughan David Investments
Illinois
$8.76M -$213K -1,685 -2%
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
$8.61M +$7M +55,450 +437%
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$8.6M -$2.89M -22,898 -25%
SCM
265
Shelton Capital Management
Colorado
$8.58M -$1.76M -13,901 -17%
6M
266
6 Meridian
Kansas
$8.55M +$8.55M +67,668 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$8.43M +$92.2K +730 +1%
TCM
268
Tufton Capital Management
Maryland
$8.36M -$67.4K -534 -0.8%
CG
269
Colony Group
Massachusetts
$8.32M -$139K -1,098 -2%
DAM
270
Delta Asset Management
Tennessee
$8.23M +$133K +1,052 +2%
GG
271
Gofen & Glossberg
Illinois
$8.19M -$236K -1,866 -3%
FSA
272
Franklin Street Advisors
North Carolina
$8.17M -$1.91M -15,095 -19%
CSIC
273
Clifford Swan Investment Counsel
California
$8.1M +$647K +5,125 +9%
SMI
274
Shelter Mutual Insurance
Missouri
$8.05M
BCM
275
Birmingham Capital Management
Alabama
$7.99M -$107K -845 -1%