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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 %
SIAS
1451
Shine Investment Advisory Services
Colorado
$9K +$6.25K +50 +227%
KFS
1452
Kelly Financial Services
Massachusetts
$8.59K +$3.66K +29 +74%
PCFFS
1453
Pacific Center for Financial Services
California
$8K
LWA
1454
Lowe Wealth Advisors
Maryland
$7K
IAS
1455
IMA Advisory Services
Colorado
$7K +$121 +1 +2%
NC
1456
NewSquare Capital
Pennsylvania
$6K -$365K -3,042 -98%
BHWM
1457
Bay Harbor Wealth Management
Maryland
$6K
MFT
1458
Moisand Fitzgerald Tamayo
Florida
$6K
UB
1459
UMB Bank
Missouri
$5.41K -$94 -748 -2%
QAM
1460
QCI Asset Management
New York
$5K
LFG
1461
LifePlan Financial Group
Ohio
$5K
BCM
1462
Bourgeon Capital Management
Connecticut
$5K +$5K +40 New
JAM
1463
JCIC Asset Management
Ontario, Canada
$4K -$2.45M -21,416 -100%
MIM
1464
Macroview Investment Management
Maryland
$4K
CH
1465
Canton Hathaway
Rhode Island
$4K
OAM
1466
Oppenheimer Asset Management
New York
$3K -$368K -3,068 -99%
CA
1467
Crewe Advisors
Utah
$3K -$22K -161 -88%
SQA
1468
Simon Quick Advisors
New Jersey
$3K
RWG
1469
Regal Wealth Group
California
$3K
WWM
1470
Willingdon Wealth Management
North Carolina
$3K +$3K +27 New
GFPC
1471
Global Financial Private Capital
Florida
$2K -$24.1K -169 -92%
TCM
1472
TD Capital Management
Tennessee
$2K
EWM
1473
Edge Wealth Management
New York
$2K
SB
1474
Strategic Blueprint
Georgia
$2K +$2K +17 New
FCH
1475
Freestone Capital Holdings
Washington
$1.83K -$775 -6,137 -30%