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Caterpillar

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$5.34M -$1.16M -7,772 -18%
CAN
377
Cetera Advisor Networks
California
$5.33M -$31.6K -212 -0.6%
PCM
378
Parsons Capital Management
Rhode Island
$5.22M +$157K +1,050 +3%
SW
379
SteelPeak Wealth
California
$5.21M -$2.18M -14,610 -29%
FAT
380
First American Trust
California
$5.21M +$5.21M +34,911 New
PCM
381
Penserra Capital Management
California
$5.21M +$2.97M +19,885 +132%
EAM
382
Erste Asset Management
Austria
$5.2M +$270K +1,829 +5%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$5.18M -$373K -2,500 -7%
SIM
384
Sentry Investment Management
Wisconsin
$5.17M +$354K +2,372 +7%
CCM
385
Consolidated Capital Management
California
$5.07M +$35.1K +235 +0.7%
FHC
386
First Horizon Corporation
Tennessee
$5.05M +$5.05M +33,841 New
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$5.04M -$83.2K -567 -2%
SCM
388
Sitrin Capital Management
California
$5.03M +$5.03M +33,519 New
Wealthfront Advisers
389
Wealthfront Advisers
California
$4.95M +$719K +4,818 +17%
SPC
390
Sigma Planning Corp
Michigan
$4.94M -$420K -2,815 -8%
KC
391
Knuff & Co
California
$4.83M
EIM
392
Essex Investment Management
Massachusetts
$4.81M +$1.3M +8,725 +37%
BDS
393
Banco de Sabadell
Florida
$4.8M
NA
394
NewEdge Advisors
Louisiana
$4.77M +$211K +1,416 +5%
BCV
395
Banque Cantonale Vaudoise
Switzerland
$4.74M +$490K +3,289 +12%
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$4.71M -$9.55K -64 -0.2%
KRS
397
Kentucky Retirement Systems
Kentucky
$4.7M +$209K +1,403 +5%
SIC
398
Salem Investment Counselors
North Carolina
$4.68M +$50.7K +340 +1%
SAM
399
Shell Asset Management
Netherlands
$4.65M -$81.9K -549 -2%
WLPWM
400
Walled Lake Planning & Wealth Management
Illinois
$4.64M -$63.7K -427 -1%