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Caterpillar

1,504 hedge funds and large institutions have $59.8B invested in Caterpillar in 2018 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 558 increasing their positions, 597 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
+23
Holders Change %
+1.55%
% of All Funds
34.52%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
1.03%
New
148
Increased
558
Reduced
597
Closed
111
Calls
$1.47B
Puts
$2.48B
Net Calls
-$1.01B
Net Calls Change
+$387M
Name Holding Trade Value Shares
Change
Shares
Change %
ATFA
1451
All Terrain Financial Advisors
Minnesota
$24K +$24K +161 New
DWM
1452
Destination Wealth Management
California
$23K +$23K +156 New
MCA
1453
Mercer Capital Advisers
New Jersey
$22K
TC
1454
Trilogy Capital
California
$22K +$22K +150 New
OBWP
1455
O'Brien Wealth Partners
Massachusetts
$21K +$21K +145 New
FC
1456
FCA Corp
Texas
$21K +$21K +12,000 New
PW
1457
Price Wealth
Texas
$20K -$20K -133 -50%
FPB
1458
First PREMIER Bank
South Dakota
$18K
LGWM
1459
Litman Gregory Wealth Management
California
$18K +$18K +125 New
PFO
1460
Pathstone Family Office
New Jersey
$17K +$596 +4 +4%
GWS
1461
Glassman Wealth Services
Virginia
$17K +$602 +4 +4%
CHP
1462
Cable Hill Partners
Oregon
$17K +$4.78K +34 +39%
EWM
1463
Elmwood Wealth Management
California
$16.2K +$16.2K +110 New
SWMG
1464
Signature Wealth Management Group
Georgia
$16K -$1.78K -12 -10%
RA
1465
Rational Advisors
New York
$15K -$722K -4,815 -98%
1832 Asset Management
1466
1832 Asset Management
Ontario, Canada
$15K
BC
1467
Bartlett & Co
Ohio
$15K
HRC
1468
Hoertkorn Richard Charles
$15K
BCWM
1469
Bartlett & Co Wealth Management
Ohio
$14.7K +$14.7K +100 New
PO
1470
Private Ocean
California
$14K -$18K -130 -56%
SHJ
1471
Sharkey, Howes & Javer
Colorado
$14K
Twin Tree Management
1472
Twin Tree Management
Texas
$13K -$2.51M -17,391 -99%
KIG
1473
Kessler Investment Group
Indiana
$13K -$1.33M -9,222 -99%
HWM
1474
Holloway Wealth Management
Florida
$13K -$5K
JA
1475
JOYN Advisors
Georgia
$13K +$13K +86 New