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Caterpillar

1,529 hedge funds and large institutions have $60.8B invested in Caterpillar in 2018 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 552 increasing their positions, 553 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+18
Holders Change %
+1.19%
% of All Funds
35.01%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.73%
New
129
Increased
552
Reduced
553
Closed
99
Calls
$1.92B
Puts
$2.01B
Net Calls
-$87.3M
Net Calls Change
+$395M
Name Holding Trade Value Shares
Change
Shares
Change %
CAW
1276
Cornerstone Advisors (Washington)
Washington
$253K +$5.19K +34 +2%
FIA
1277
Foundations Investment Advisors
Arizona
$252K +$252K +1,655 New
YWP
1278
YorkBridge Wealth Partners
New York
$251K -$148K -970 -37%
EIA
1279
Eldridge Investment Advisors
New Hampshire
$251K -$1.22K -8 -0.5%
SFM
1280
Signature Financial Management
Virginia
$250K
SIC
1281
Shoker Investment Counsel
Ohio
$250K +$1.52K +10 +0.6%
SLF
1282
Sun Life Financial
Ontario, Canada
$249K +$2.29K +15 +0.9%
AC
1283
Addison Capital
Pennsylvania
$248K
PFA
1284
Pure Financial Advisors
California
$248K +$248K +1,625 New
VBFG
1285
Vishria Bird Financial Group
Tennessee
$245K
CCM
1286
Compton Capital Management
Rhode Island
$243K
SWMG
1287
Sanchez Wealth Management Group
Florida
$242K +$1.52K +10 +0.6%
AWA
1288
Acorn Wealth Advisors
Michigan
$241K -$250 -2 -0.1%
PFGIA
1289
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$19.3K +127 +9%
BFA
1290
Benedict Financial Advisors
Georgia
$238K -$13K -85 -5%
KA
1291
Kaizen Advisory
Illinois
$238K
IUHSA
1292
Itau Unibanco Holding S.A.
Brazil
$237K -$50.6K -331 -18%
YIA
1293
YHB Investment Advisors
Connecticut
$237K
DAS
1294
Dynamic Advisor Solutions
Arizona
$236K -$23.9K -157 -9%
LA
1295
LexAurum Advisors
Kansas
$236K +$236K +1,546 New
SXL
1296
Summit X LLC
Missouri
$235K
AAM
1297
American Asset Management
Florida
$235K +$6.4K +42 +3%
CCMW
1298
Cypress Capital Management (Wyoming)
Wyoming
$235K +$146K +955 +163%
IIC
1299
Integrated Investment Consultants
Michigan
$234K
WPC
1300
Waters Parkerson & Co
Louisiana
$233K