CAT icon

Caterpillar

1,592 hedge funds and large institutions have $51.6B invested in Caterpillar in 2019 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 581 increasing their positions, 595 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,592
Holders Change
+34
Holders Change %
+2.18%
% of All Funds
34.51%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.56%
New
151
Increased
581
Reduced
595
Closed
98
Calls
$1.15B
Puts
$1.62B
Net Calls
-$470M
Net Calls Change
-$281M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
1401
MassMutual Private Wealth & Trust
Connecticut
$198K +$1.76K +13 +0.9%
CWA
1402
Clarus Wealth Advisors
Arizona
$197K +$677 +5 +0.3%
AF
1403
Allworth Financial
California
$194K +$542 +4 +0.3%
APW
1404
Acima Private Wealth
Virginia
$193K
ACM
1405
AUA Capital Management
Pennsylvania
$193K
APC
1406
Aspire Private Capital
North Carolina
$191K -$81.8K -604 -30%
PFGIA
1407
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$44.3K -327 -19%
MS
1408
Mizuho Securities
Japan
$190K +$190K +1,400 New
FANJ
1409
Financial Architects (New Jersey)
New Jersey
$189K -$159K -1,169 -46%
BBNA
1410
Bremer Bank National Association
Minnesota
$183K +$183K +1,311 New
CWM
1411
Catamount Wealth Management
Connecticut
$181K
BFC
1412
Bedel Financial Consulting
Indiana
$180K -$1.22K -9 -0.7%
PB
1413
Pinnacle Bancorp
Nebraska
$179K -$60.9K -450 -25%
SFG
1414
SevenBridge Financial Group
Pennsylvania
$178K
SCM
1415
Silvant Capital Management
Georgia
$178K
GEA
1416
Glen Eagle Advisors
New Jersey
$177K +$82.5K +609 +87%
IFAM
1417
Institutional & Family Asset Management
Colorado
$177K -$13.8K -102 -7%
QCG
1418
Quadrant Capital Group
Ohio
$176K -$31.2K -248 -15%
M
1419
Mirova
France
$174K +$51.7K +381 +42%
FNC
1420
First National Corp
Massachusetts
$168K
BDWM
1421
Brewin Dolphin Wealth Management
Ireland
$163K -$33.9K -250 -17%
LC
1422
Lindbrook Capital
California
$159K -$67.7K -500 -30%
FMT
1423
First Mercantile Trust
Tennessee
$155K +$49.4K +365 +47%
FPFS
1424
First Personal Financial Services
North Carolina
$147K -$1.9K -14 -1%
LWCFA
1425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K +$6.11K +45 +5%