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Caterpillar

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1526
Westside Investment Management
California
$89.6K -$3.73K -56 -4%
H
1527
Hexavest
Quebec, Canada
$88K
MHR
1528
Matthew Hamilton Rosenberg
$87K
PB
1529
Pinnacle Bancorp
Nebraska
$85K
FRA
1530
Front Row Advisors
California
$85K +$9.58K +55 +13%
ME
1531
McIlrath & Eck
Washington
$82K -$14.7K -99 -15%
LWANC
1532
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K
DI
1533
Disciplined Investments
Oklahoma
$81K
LWA
1534
Lenox Wealth Advisors
New York
$80K
BWA
1535
Burt Wealth Advisors
Maryland
$78K -$32.7K -220 -30%
KCM
1536
Kathmere Capital Management
Pennsylvania
$77K +$77K +513 New
PS
1537
Planned Solutions
California
$75K +$75K +500 New
ECM
1538
Estabrook Capital Management
New York
$74.6K
MRCM
1539
M&R Capital Management
New Jersey
$74K
FEG
1540
Financial Enhancement Group
Indiana
$72K
TI
1541
tru Independence
Oregon
$71K -$362K -2,424 -84%
NFSG
1542
Newbridge Financial Services Group
Florida
$71K +$71K +476 New
AW
1543
Avion Wealth
Texas
$69K +$32.6K +220 +89%
AWM
1544
AllSquare Wealth Management
New York
$67K
CWC
1545
Carolinas Wealth Consulting
North Carolina
$67K +$43.7K +294 +187%
VRM
1546
Vectors Research Management
New York
$65K -$13.4K -90 -17%
CFO
1547
CVA Family Office
Colorado
$63K
Capstone Investment Advisors
1548
Capstone Investment Advisors
New York
$61K +$61K +407 New
FWM
1549
Filbrandt Wealth Management
Wisconsin
$60K -$19.5K -130 -25%
SFG
1550
Sage Financial Group
Pennsylvania
$60K