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Caterpillar

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1451
AlphaMark Advisors
Kentucky
$28K -$13.3K -100 -32%
LFA
1452
Legacy Financial Advisors
Kentucky
$28K +$4.43K +31 +19%
SPL
1453
Smart Portfolios LLC
Washington
$27K
TIM
1454
Tortoise Investment Management
New York
$27K
TVWM
1455
Tower View Wealth Management
Wisconsin
$27K
NC
1456
NewSquare Capital
Pennsylvania
$25K
BCP
1457
Blackhawk Capital Partners
Wisconsin
$23K
VEA
1458
Virtus ETF Advisers
New York
$22K
ATFA
1459
All Terrain Financial Advisors
Minnesota
$22K
CHP
1460
Cable Hill Partners
Oregon
$21K +$4.28K +31 +26%
WWM
1461
Wagner Wealth Management
South Carolina
$21K +$21K +155 New
MCA
1462
Mercer Capital Advisers
New Jersey
$20K
TC
1463
Trilogy Capital
California
$20K
WCM
1464
Wealthcare Capital Management
Virginia
$18K +$9.33K +70 +108%
TAIM
1465
TD Ameritrade Investment Management
Nebraska
$18K +$18K +129 New
FPB
1466
First PREMIER Bank
South Dakota
$17K
GWS
1467
Glassman Wealth Services
Virginia
$17K +$1.25K +9 +8%
RFWA
1468
RPg Family Wealth Advisory
Massachusetts
$16.3K +$16.3K +120 New
SWMG
1469
Signature Wealth Management Group
Georgia
$15K
EWM
1470
Elmwood Wealth Management
California
$14.9K
DWM
1471
Destination Wealth Management
California
$14K -$6.6K -50 -32%
BC
1472
Bartlett & Co
Ohio
$14K
SHJ
1473
Sharkey, Howes & Javer
Colorado
$14K
BCWM
1474
Bartlett & Co Wealth Management
Ohio
$13.6K
MAM
1475
Meeder Asset Management
Ohio
$12.9K -$1.86M -13,682 -99%