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Caterpillar

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMW
1376
Cypress Capital Management (Wyoming)
Wyoming
$180K -$15.9K -125 -8%
IFAM
1377
Institutional & Family Asset Management
Colorado
$179K +$24.6K +194 +16%
CWM
1378
Catamount Wealth Management
Connecticut
$178K
DBT
1379
Dubuque Bank & Trust
Iowa
$177K +$5.09K +40 +3%
CBT
1380
Central Bank & Trust
Kentucky
$172K +$1.91K +15 +1%
SFFS
1381
Stonehage Fleming Financial Services
Jersey
$170K
BFC
1382
Bedel Financial Consulting
Indiana
$170K +$5.83K +46 +4%
SFG
1383
SevenBridge Financial Group
Pennsylvania
$167K -$69.9K -550 -30%
SCM
1384
Silvant Capital Management
Georgia
$167K
WIM
1385
Westside Investment Management
California
$167K +$4.45K +35 +3%
PG
1386
Patten Group
Tennessee
$161K +$2.41K +19 +2%
MWA
1387
Meridian Wealth Advisors
Texas
$161K +$161K +1,265 New
AAMU
1388
Amundi Asset Management US
Massachusetts
$160K -$5.3K -41,694 -3%
FNC
1389
First National Corp
Massachusetts
$158K +$158K +1,241 New
JFGIW
1390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K +$55.5K +438 +57%
FPFS
1391
First Personal Financial Services
North Carolina
$140K +$13K +102 +10%
VAIA
1392
Virtus Alternative Investment Advisers
Connecticut
$132K +$1.53K +12 +1%
LC
1393
Lavaca Capital
Texas
$130K +$130K +1,020 New
Acadian Asset Management
1394
Acadian Asset Management
Massachusetts
$129K
CLM
1395
ClearBridge LLC (Maryland)
Maryland
$128K
EWM
1396
Executive Wealth Management
Michigan
$125K +$125K +982 New
LWCFA
1397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K
LFG
1398
Larson Financial Group
Missouri
$120K +$120K +940 New
GI
1399
Gradient Investments
Minnesota
$118K -$247K -1,945 -68%
CYG
1400
Clean Yield Group
Vermont
$118K +$118K +927 New