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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 %
BCWM
1526
Bartlett & Co Wealth Management
Ohio
$33.9K
POIA
1527
Pin Oak Investment Advisors
Texas
$31K -$15.5K -116 -33%
HCM
1528
Horrell Capital Management
Arkansas
$31K
NC
1529
NewSquare Capital
Pennsylvania
$31K
ACA
1530
Atlas Capital Advisors
Wyoming
$29.4K -$292K -2,155 -91%
MSFP
1531
Mark Sheptoff Financial Planning
Connecticut
$28K
AA
1532
AlphaMark Advisors
Kentucky
$28K
PWMG
1533
Prestige Wealth Management Group
New Jersey
$27K -$28.8K -213 -52%
LPC
1534
Loeb Partners Corp
New York
$27K
SPL
1535
Smart Portfolios LLC
Washington
$27K
GWS
1536
Glassman Wealth Services
Virginia
$27K +$9.92K +72 +58%
JCM
1537
Julex Capital Management
Massachusetts
$26.3K +$26.3K +194 New
EIM
1538
Essex Investment Management
Massachusetts
$26K -$32.7K -240 -56%
CA
1539
Crewe Advisors
Utah
$25K
LF
1540
Lee Financial
Texas
$25K +$1.73K +13 +7%
CI
1541
CX Institutional
Indiana
$24K +$15K +112 +167%
PO
1542
Private Ocean
California
$22K +$22K +159 New
CHP
1543
Cable Hill Partners
Oregon
$21K
IDBONY
1544
Israel Discount Bank of New York
New York
$21K
MCA
1545
Mercer Capital Advisers
New Jersey
$20K
CFS
1546
Ceros Financial Services
Maryland
$19K +$19K +138 New
AP
1547
Advisors Preferred
Maryland
$19K +$19K +138 New
SIAS
1548
Shine Investment Advisory Services
Colorado
$19K +$19K +140 New
WCM
1549
Wealthcare Capital Management
Virginia
$18K
FPB
1550
First PREMIER Bank
South Dakota
$17K