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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 %
MWC
1526
MKD Wealth Coaches
Michigan
$13K +$13K +100 New
CIA
1527
Cascade Investment Advisors
Oregon
$12.7K
KIG
1528
Kessler Investment Group
Indiana
$11K
SWP
1529
Strategic Wealth Partners
Ohio
$11K +$11K +83 New
FCMT
1530
Founders Capital Management (Texas)
Texas
$10K
SCA
1531
Stuart Chaussee & Associates
California
$10K
RAM
1532
Riggs Asset Management
Pennsylvania
$10K
KCM
1533
Karp Capital Management
California
$10K +$10K +75 New
Pacer Advisors
1534
Pacer Advisors
Pennsylvania
$9K -$4.1M -31,882 -100%
BAMG
1535
Brand Asset Management Group
Missouri
$9K
CI
1536
CX Institutional
Indiana
$9K +$9K +67 New
C
1537
Cerebellum
California
$8K -$156K -1,211 -95%
PCFFS
1538
Pacific Center for Financial Services
California
$8K
EWM
1539
Edge Wealth Management
New York
$8K +$5.71K +45 +250%
LWA
1540
Lowe Wealth Advisors
Maryland
$7K
HWA
1541
Heritage Wealth Advisors
Virginia
$7K
UB
1542
UMB Bank
Missouri
$6.91K -$461 -3,631 -6%
MFT
1543
Moisand Fitzgerald Tamayo
Florida
$6K
AWM
1544
Arbor Wealth Management
Florida
$6K +$6K +44 New
QAM
1545
QCI Asset Management
New York
$5K
BCI
1546
Brinker Capital Investments
Pennsylvania
$5K
HWM
1547
Holloway Wealth Management
Florida
$5K -$13K
LFG
1548
LifePlan Financial Group
Ohio
$5K
NIM
1549
NuWave Investment Management
New Jersey
$3K -$207K -1,791 -99%
RWG
1550
Regal Wealth Group
California
$3K