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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 %
HPC
1501
HM Payson & Co
Maine
$25K -$2.15M -16,747 -99%
CMBA
1502
C.M. Bidwell & Associates
Hawaii
$25K -$214K -1,710 -90%
SPL
1503
Smart Portfolios LLC
Washington
$25K
TIM
1504
Tortoise Investment Management
New York
$25K
LPC
1505
Loeb Partners Corp
New York
$25K +$25K +200 New
W
1506
WealthOne
New York
$24K +$24K +187 New
CA
1507
Crewe Advisors
Utah
$23K
LF
1508
Lee Financial
Texas
$22K -$6.41K -51 -23%
Loomis, Sayles & Company
1509
Loomis, Sayles & Company
Massachusetts
$21K -$210K -1,639 -91%
IDBONY
1510
Israel Discount Bank of New York
New York
$20K
TFA
1511
Transamerica Financial Advisors
Florida
$20K +$1.45K +11 +8%
VEA
1512
Virtus ETF Advisers
New York
$19K -$1K -8 -5%
CHP
1513
Cable Hill Partners
Oregon
$19K
MCA
1514
Mercer Capital Advisers
New Jersey
$19K
WCM
1515
Wealthcare Capital Management
Virginia
$17K
AAP
1516
Arax Advisory Partners
Colorado
$17K +$124 +1 +0.7%
FPB
1517
First PREMIER Bank
South Dakota
$16K
GWS
1518
Glassman Wealth Services
Virginia
$16K +$2.19K +17 +16%
GIC
1519
Gantzert Investment Company
Illinois
$15K +$15K +117 New
GT
1520
Glenmede Trust
Pennsylvania
$14.9K +$519 +4,081 +4%
PFO
1521
Pathstone Family Office
New Jersey
$14K
EWM
1522
Elmwood Wealth Management
California
$14K
SHJ
1523
Sharkey, Howes & Javer
Colorado
$13K
PRC
1524
Pearl River Capital
Michigan
$13K +$13K +100 New
MWC
1525
MKD Wealth Coaches
Michigan
$13K +$13K +100 New