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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 %
CAGAS
1401
Capital Advisory Group Advisory Services
Minnesota
$39K -$13K -100 -25%
BWM
1402
BerganKDV Wealth Management
Minnesota
$39K
CFD
1403
Creative Financial Designs
Indiana
$39K +$2.28K +19 +6%
EW
1404
Evoke Wealth
California
$38.4K +$38.4K +303 New
LWM
1405
Liberty Wealth Management
California
$38K -$23.2K -181 -38%
GSC
1406
G&S Capital
Colorado
$38K +$38K +300 New
BWA
1407
BDO Wealth Advisors
Florida
$37K
MPWT
1408
MassMutual Private Wealth & Trust
Connecticut
$36K -$35.7K -283 -50%
EARNEST Partners
1409
EARNEST Partners
Georgia
$36K
PFO
1410
Pathstone Family Office
New Jersey
$35K
PCA
1411
Providence Capital Advisors
North Carolina
$34K +$34K +270 New
M
1412
MOTCO
Texas
$33K -$19.8K -158 -38%
PO
1413
Private Ocean
California
$33K +$12.7K +100 +63%
WPA
1414
West Paces Advisors
Georgia
$32.6K
BWM
1415
Baystate Wealth Management
Massachusetts
$31K -$15.7K -125 -34%
POIA
1416
Pin Oak Investment Advisors
Texas
$29K
HCM
1417
Horrell Capital Management
Arkansas
$29K
JFA
1418
JNBA Financial Advisors
Minnesota
$28K -$23.1K -181 -45%
ACA
1419
Atlas Capital Advisors
Wyoming
$27.4K
AA
1420
AlphaMark Advisors
Kentucky
$27K
PWMG
1421
Prestige Wealth Management Group
New Jersey
$25K
EIM
1422
Essex Investment Management
Massachusetts
$24K
LF
1423
Lee Financial
Texas
$24K
CWM
1424
Cranbrook Wealth Management
Michigan
$24K +$24K +192 New
GWS
1425
Glassman Wealth Services
Virginia
$23K -$628 -5 -3%