CAT icon

Caterpillar

1,592 hedge funds and large institutions have $51.6B invested in Caterpillar in 2019 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 581 increasing their positions, 595 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,592
Holders Change
+34
Holders Change %
+2.18%
% of All Funds
34.51%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.56%
New
151
Increased
581
Reduced
595
Closed
98
Calls
$1.15B
Puts
$1.62B
Net Calls
-$470M
Net Calls Change
-$281M
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
1476
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
LWM
1477
Liberty Wealth Management
California
$72K +$1.34K +10 +2%
ONST
1478
Old North State Trust
North Carolina
$70K +$15.9K +118 +30%
LWA
1479
Lenox Wealth Advisors
New York
$68K
KL
1480
KWMG LLC
Kansas
$68K
FPS
1481
Fieldpoint Private Securities
Connecticut
$68K
NWA
1482
New World Advisors
Massachusetts
$68K +$68K +502 New
ECM
1483
Estabrook Capital Management
New York
$67.7K
PAM
1484
Paradigm Asset Management
New York
$67.7K +$6.78K +50 +11%
CA
1485
Centerpoint Advisors
Massachusetts
$66K
SL
1486
Salomon & Ludwin
Virginia
$64K -$61K -448 -49%
KPCM
1487
Kings Point Capital Management
New York
$61K -$10.8K -80 -15%
AIS
1488
Accurate Investment Solutions
Pennsylvania
$61K -$2.18K -16 -3%
PFSC
1489
Peoples Financial Services Corp
Pennsylvania
$61K
AWM
1490
AllSquare Wealth Management
New York
$61K
FC
1491
Ferris Capital
Massachusetts
$58K
CAC
1492
Certified Advisory Corp
Florida
$58K +$5.27K +39 +10%
CAGAS
1493
Capital Advisory Group Advisory Services
Minnesota
$56K
MRCM
1494
M&R Capital Management
New Jersey
$55K
BWP
1495
Baldwin Wealth Partners
Massachusetts
$54K -$20.3K -150 -27%
SFG
1496
Sage Financial Group
Pennsylvania
$54K
FRA
1497
Front Row Advisors
California
$54K
BCA
1498
Bray Capital Advisors
Florida
$54K +$135 +1 +0.3%
TA
1499
TCG Advisors
Texas
$54K +$54K +400 New
VRM
1500
Vectors Research Management
New York
$52K -$3.36K -25 -6%