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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 %
FNBOSM
1501
First National Bank of South Miami
Florida
$51K
BRC
1502
Bell Rock Capital
Delaware
$49K +$268 +2 +0.6%
LA
1503
Legacy Advisors
Pennsylvania
$47K +$47K +345 New
GTAM
1504
Global Trust Asset Management
Florida
$46K
BWM
1505
Baystate Wealth Management
Massachusetts
$46K +$1.09K +8 +2%
CFD
1506
Creative Financial Designs
Indiana
$45K +$6.68K +49 +17%
SIS
1507
Sound Income Strategies
Florida
$41K -$48.1K -359 -54%
BWM
1508
BerganKDV Wealth Management
Minnesota
$41K
JFA
1509
JNBA Financial Advisors
Minnesota
$41K
PCMK
1510
Paragon Capital Management (Kansas)
Kansas
$40K +$40K +292 New
EARNEST Partners
1511
EARNEST Partners
Georgia
$39K
PCA
1512
Providence Capital Advisors
North Carolina
$38K -$34K
PFO
1513
Pathstone Family Office
New Jersey
$38K +$23K +168 +153%
AIM
1514
Assured Investment Management
New York
$36K -$5.77M -42,937 -99%
M
1515
MOTCO
Texas
$36K -$33.1K -242 -48%
SMFG
1516
Sumitomo Mitsui Financial Group
Japan
$35K -$349K -2,601 -91%
GAM
1517
Gemmer Asset Management
California
$35K -$44K -328 -56%
BWA
1518
BDO Wealth Advisors
Florida
$35K -$13.5K -99 -28%
MFW
1519
Mosaic Family Wealth
Missouri
$35K
AIA
1520
Alera Investment Advisors
Illinois
$35K +$6.73K +49 +24%
WPA
1521
West Paces Advisors
Georgia
$35K
VCM
1522
Versant Capital Management
Arizona
$34K -$926 -7 -3%
BC
1523
Bartlett & Co
Ohio
$34K
JIP
1524
JBJ Investment Partners
South Carolina
$34K +$34K +250 New
HIM
1525
Hillsdale Investment Management
Ontario, Canada
$34K +$34K +250 New