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Caterpillar

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
1476
Pin Oak Investment Advisors
Texas
$44K -$14.7K -116 -25%
GTAM
1477
Global Trust Asset Management
Florida
$43K -$227K -1,785 -84%
PWM
1478
PRW Wealth Management
Massachusetts
$43K +$43K +331 New
SIAP
1479
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K -$37K -298 -47%
ARMC
1480
American Research & Management Company
Massachusetts
$41K
SGS
1481
Sterling Global Strategies
California
$40.6K +$40.6K +320 New
BWM
1482
BerganKDV Wealth Management
Minnesota
$39K
PAMU
1483
Pictet Asset Management (UK)
United Kingdom
$38.7K -$2.12K -16,700 -5%
JFA
1484
JNBA Financial Advisors
Minnesota
$38K -$74.7K -590 -66%
BOPW
1485
Brandywine Oak Private Wealth
Pennsylvania
$38K +$38K +300 New
CFD
1486
Creative Financial Designs
Indiana
$36K -$4.36K -34 -11%
EARNEST Partners
1487
EARNEST Partners
Georgia
$36K
PCA
1488
Providence Capital Advisors
North Carolina
$34K -$118K
VCM
1489
Versant Capital Management
Arizona
$33K
MFW
1490
Mosaic Family Wealth
Missouri
$33K
WPA
1491
West Paces Advisors
Georgia
$32.8K
BC
1492
Bartlett & Co
Ohio
$32K +$19.2K +150 +150%
BCWM
1493
Bartlett & Co Wealth Management
Ohio
$31.8K +$19.1K +150 +150%
IAS
1494
IMA Advisory Services
Colorado
$29K
HCM
1495
Horrell Capital Management
Arkansas
$29K
NC
1496
NewSquare Capital
Pennsylvania
$29K +$6.25K +50 +27%
MSFP
1497
Mark Sheptoff Financial Planning
Connecticut
$27K -$80.4K -625 -75%
AA
1498
AlphaMark Advisors
Kentucky
$27K
AIA
1499
Alera Investment Advisors
Illinois
$26K +$26K +206 New
CFA
1500
Clarfeld Financial Advisors
New York
$26K +$26K +207 New