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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 %
MS
1526
Mizuho Securities
Japan
$7K -$189K -1,350 -96%
BHWM
1527
Bay Harbor Wealth Management
Maryland
$7K -$8.3K -64 -54%
LWA
1528
Lowe Wealth Advisors
Maryland
$7K
MFT
1529
Moisand Fitzgerald Tamayo
Florida
$7K
W
1530
WealthStone
Ohio
$6.81K +$6.81K +50 New
QAM
1531
QCI Asset Management
New York
$6K
UB
1532
UMB Bank
Missouri
$5.93K -$199 -1,458 -3%
KFS
1533
Kelly Financial Services
Massachusetts
$5.32K
LFG
1534
LifePlan Financial Group
Ohio
$5K
IWA
1535
IBEX Wealth Advisors
New Jersey
$5K +$5K +41 New
PCMK
1536
Paragon Capital Management (Kansas)
Kansas
$4K -$34.9K -262 -90%
MIM
1537
Macroview Investment Management
Maryland
$4K
CH
1538
Canton Hathaway
Rhode Island
$4K +$4K +30 New
SQA
1539
Simon Quick Advisors
New Jersey
$3.41K +$3.41K +25 New
SIAS
1540
Shine Investment Advisory Services
Colorado
$3K -$16.1K -118 -84%
RWG
1541
Regal Wealth Group
California
$3K
FCH
1542
Freestone Capital Holdings
Washington
$2.82K +$91 +670 +3%
MWM
1543
Merriman Wealth Management
Washington
$2.21K +$137 +100 +7%
EWM
1544
Edge Wealth Management
New York
$2K -$5K -45 -71%
TCM
1545
TD Capital Management
Tennessee
$2K
MWM
1546
Meridian Wealth Management
Kentucky
$1.71K +$1.71K +1,252 New
CPIA
1547
Cornell Pochily Investment Advisors
New York
$1.15K +$219 +1,606 +24%
LHC
1548
Little House Capital
Massachusetts
$1.12K +$46 +333 +4%
CIR
1549
Clear Investment Research
Georgia
$1K
FBT
1550
First Bank & Trust
South Dakota
$1K +$1K +10 New