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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 %
BCA
1376
Bray Capital Advisors
Florida
$63K +$126 +1 +0.2%
MRCM
1377
M&R Capital Management
New Jersey
$63K +$12.6K +100 +25%
CA
1378
Centerpoint Advisors
Massachusetts
$61K
AIC
1379
Archer Investment Corporation
Indiana
$60K -$328K -2,600 -85%
Credit Agricole
1380
Credit Agricole
France
$59K
ME
1381
McIlrath & Eck
Washington
$58K -$28K -223 -33%
SLF
1382
Sun Life Financial
Ontario, Canada
$58K -$251 -2 -0.4%
AWM
1383
AllSquare Wealth Management
New York
$57K
SL
1384
Salomon & Ludwin
Virginia
$57K
AIS
1385
Accurate Investment Solutions
Pennsylvania
$56K -$503 -4 -0.9%
EI
1386
Ellevest Inc
New York
$54K +$501 +4 +0.9%
CYG
1387
Clean Yield Group
Vermont
$52K -$25.2K -200 -33%
PCTC
1388
Perkins Coie Trust Company
Washington
$52K
SCA
1389
Stuart Chaussee & Associates
California
$52K
SFM
1390
Systematic Financial Management
New Jersey
$51K -$2.65M -21,186 -98%
BWP
1391
Baldwin Wealth Partners
Massachusetts
$51K
SFG
1392
Sage Financial Group
Pennsylvania
$51K
FRA
1393
Front Row Advisors
California
$51K
ONST
1394
Old North State Trust
North Carolina
$51K
GWAG
1395
Garrett Wealth Advisory Group
Texas
$46.9K +$46.9K +371 New
SIS
1396
Sound Income Strategies
Florida
$46K -$1.64K -13 -3%
TI
1397
Truehand Inc
New Hampshire
$45K -$15.6K -125 -26%
FNBOSM
1398
First National Bank of South Miami
Florida
$45K
VRM
1399
Vectors Research Management
New York
$44K -$5.36K -42 -11%
BCA
1400
Berman Capital Advisors
Georgia
$43K -$29.3K -234 -40%