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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 %
VCM
1501
Versant Capital Management
Arizona
$19K -$14.9K -113 -44%
CI
1502
CX Institutional
Indiana
$18K -$6.05K -45 -25%
WCM
1503
Wealthcare Capital Management
Virginia
$18K
FPB
1504
First PREMIER Bank
South Dakota
$17K
OFS
1505
Orrstown Financial Services
Pennsylvania
$17K +$17K +126 New
CI Investments Inc
1506
CI Investments Inc
Ontario, Canada
$16K -$6.6M -49,069 -100%
GIC
1507
Gantzert Investment Company
Illinois
$16K
GT
1508
Glenmede Trust
Pennsylvania
$15.1K -$610 -4,479 -4%
EWM
1509
Elmwood Wealth Management
California
$15K
TFA
1510
Transamerica Financial Advisors
Florida
$15K +$15K +107 New
RTC
1511
Riverview Trust Company
Washington
$14K
JWM
1512
Janiczek Wealth Management
Colorado
$14K
SHJ
1513
Sharkey, Howes & Javer
Colorado
$14K
CIA
1514
Cascade Investment Advisors
Oregon
$13.6K
Fidelity International
1515
Fidelity International
Bermuda
$13K -$25.5M -182,221 -100%
KIG
1516
Kessler Investment Group
Indiana
$12K
HWM
1517
Holloway Wealth Management
Florida
$12K -$12K
JG
1518
Jefferies Group
New York
$11K -$1.62M -11,791 -99%
TC
1519
Truvestments Capital
Florida
$11K -$2.28K -17 -17%
FCMT
1520
Founders Capital Management (Texas)
Texas
$11K
SWP
1521
Strategic Wealth Partners
Ohio
$11K +$131 +1 +1%
CFA
1522
Camarda Financial Advisors
Florida
$11K +$11K +84 New
SFA
1523
Semmax Financial Advisors
North Carolina
$9K -$458K -3,459 -98%
PCFFS
1524
Pacific Center for Financial Services
California
$9K
IAS
1525
IMA Advisory Services
Colorado
$8K +$8K +57 New