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Caterpillar

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAMU
126
Rothschild & Co Asset Management US
Connecticut
$39.2M -$11.2M -82,281 -22%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$38.8M +$777K +5,700 +2%
MG
128
Markel Group
Virginia
$37.9M
VOYA Investment Management
129
VOYA Investment Management
Georgia
$37.4M +$23.7K +174 +0.1%
HighTower Advisors
130
HighTower Advisors
Illinois
$37.2M +$412K +3,023 +1%
CWP
131
Capital Wealth Planning
Florida
$36.6M +$35.1M +257,712 +2,328%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$35.5M -$1.3M -9,523 -4%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$35.3M -$1.89M -13,873 -5%
ORIO
134
Old Republic International (ORI)
Illinois
$35.3M +$20M +147,000 +131%
ACI
135
AMP Capital Investors
Australia
$33.3M +$651K +4,802 +2%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$33.2M -$15.2M -111,019 -31%
OI
137
Oakbrook Investments
Illinois
$33.1M -$61.7K -453 -0.2%
CWM
138
CIBC World Markets
New York
$32.4M +$5.52M +40,468 +21%
PI
139
PineBridge Investments
New York
$31M +$27.9M +205,004 +925%
UCFA
140
United Capital Financial Advisors
Texas
$30.8M -$15.8M -116,233 -34%
CAM
141
ClariVest Asset Management
California
$30.6M -$2.12M -15,571 -6%
AIG
142
American International Group
New York
$30.4M -$1.3M -9,538 -4%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$30.1M -$635K -4,661 -2%
MPMG
144
Minneapolis Portfolio Management Group
Minnesota
$29.9M +$3.32M +24,353 +12%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$28.8M +$1.44M +10,578 +5%
Millennium Management
146
Millennium Management
New York
$28.7M -$29M -212,504 -50%
FAF
147
Fjarde Ap-fonden
Sweden
$28.5M -$341K -2,500 -1%
Aviva
148
Aviva
United Kingdom
$28M -$1.51M -11,058 -5%
Nordea Investment Management
149
Nordea Investment Management
Sweden
$27.2M -$44.2M -323,954 -62%
Lazard Asset Management
150
Lazard Asset Management
New York
$27.1M +$23.9M +175,677 +756%