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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 %
BRC
1426
Bell Rock Capital
Delaware
$20K -$26.3K -209 -57%
MCA
1427
Mercer Capital Advisers
New Jersey
$19K
JPLA
1428
Joseph P. Lucia & Associates
New York
$18K -$10.4K -80 -37%
VCM
1429
Versant Capital Management
Arizona
$17K -$362 -3 -2%
WCM
1430
Wealthcare Capital Management
Virginia
$17K
CI Investments Inc
1431
CI Investments Inc
Ontario, Canada
$17K +$2.34K +19 +16%
CAL
1432
Capital Analysts LLC
Pennsylvania
$16K -$9.46K -78 -37%
FPB
1433
First PREMIER Bank
South Dakota
$16K
GIC
1434
Gantzert Investment Company
Illinois
$15K
OFS
1435
Orrstown Financial Services
Pennsylvania
$15K
CI
1436
CX Institutional
Indiana
$14K -$2.75K -22 -16%
EWM
1437
Elmwood Wealth Management
California
$14K
TIM
1438
Tortoise Investment Management
New York
$13K -$9.91K -80 -43%
RTC
1439
Riverview Trust Company
Washington
$13K
JWM
1440
Janiczek Wealth Management
Colorado
$13K
GT
1441
Glenmede Trust
Pennsylvania
$12.1K -$1.91K -15,092 -14%
Fidelity International
1442
Fidelity International
Bermuda
$12K +$128 +1 +1%
BCI
1443
Brinker Capital Investments
Pennsylvania
$11K -$294K -2,349 -96%
KIG
1444
Kessler Investment Group
Indiana
$11K
HWM
1445
Holloway Wealth Management
Florida
$11K -$12K
SFA
1446
Semmax Financial Advisors
North Carolina
$11K +$2.2K +17 +25%
FCMT
1447
Founders Capital Management (Texas)
Texas
$10K
TC
1448
Truvestments Capital
Florida
$10K
CQS
1449
Credential Qtrade Securities
$9.47K +$9.47K +75 New
WCG
1450
Weaver Consulting Group
California
$9K -$12.9K -100 -59%