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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 %
PCA
1476
Providence Capital Advisors
North Carolina
$37K -$38K
WPA
1477
West Paces Advisors
Georgia
$35.2K
BCWM
1478
Bartlett & Co Wealth Management
Ohio
$34.3K +$273 +2 +0.8%
HIM
1479
Hillsdale Investment Management
Ontario, Canada
$34K
BC
1480
Bartlett & Co
Ohio
$34K +$270 +2 +0.8%
CBT
1481
Central Bank & Trust
Kentucky
$33K -$50K -371 -60%
POIA
1482
Pin Oak Investment Advisors
Texas
$32K
HCM
1483
Horrell Capital Management
Arkansas
$31K
JPLA
1484
Joseph P. Lucia & Associates
New York
$30K -$4.03M -29,421 -99%
ACA
1485
Atlas Capital Advisors
Wyoming
$29.6K
CAL
1486
Capital Analysts LLC
Pennsylvania
$29K -$2.74M -19,824 -99%
AA
1487
AlphaMark Advisors
Kentucky
$29K
MSFP
1488
Mark Sheptoff Financial Planning
Connecticut
$27K -$1.35K -10 -5%
PWMG
1489
Prestige Wealth Management Group
New Jersey
$27K
GWS
1490
Glassman Wealth Services
Virginia
$26K -$1.11K -8 -4%
LF
1491
Lee Financial
Texas
$26K
EIM
1492
Essex Investment Management
Massachusetts
$26K
GFPC
1493
Global Financial Private Capital
Florida
$25K -$358K -2,622 -93%
CA
1494
Crewe Advisors
Utah
$25K
TIM
1495
Tortoise Investment Management
New York
$25K +$24.3K +180 +3,600%
WCG
1496
Weaver Consulting Group
California
$23K +$23K +170 New
PO
1497
Private Ocean
California
$21K
AP
1498
Arlington Partners
Alabama
$21K +$21K +151 New
JCM
1499
Julex Capital Management
Massachusetts
$20K -$5.36K -41 -21%
MCA
1500
Mercer Capital Advisers
New Jersey
$20K