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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 %
DWM
1551
Destination Wealth Management
California
$16K -$94.2K -689 -85%
Simplex Trading
1552
Simplex Trading
Illinois
$16K -$40K -300 -71%
BHWM
1553
Bay Harbor Wealth Management
Maryland
$16K -$36.5K -269 -70%
GIC
1554
Gantzert Investment Company
Illinois
$16K
GT
1555
Glenmede Trust
Pennsylvania
$15.6K -$267 -1,972 -2%
EWM
1556
Elmwood Wealth Management
California
$15K
RTC
1557
Riverview Trust Company
Washington
$14K
SHJ
1558
Sharkey, Howes & Javer
Colorado
$14K
TC
1559
Truvestments Capital
Florida
$14K +$14K +99 New
JWM
1560
Janiczek Wealth Management
Colorado
$14K +$14K +100 New
CIA
1561
Cascade Investment Advisors
Oregon
$13.5K
PWM
1562
PRW Wealth Management
Massachusetts
$13K -$32.8K -237 -72%
KIG
1563
Kessler Investment Group
Indiana
$12K
HWM
1564
Holloway Wealth Management
Florida
$12K -$5K
SWP
1565
Strategic Wealth Partners
Ohio
$12K
FCMT
1566
Founders Capital Management (Texas)
Texas
$11K
RAM
1567
Riggs Asset Management
Pennsylvania
$10K
PCFFS
1568
Pacific Center for Financial Services
California
$9K
EWM
1569
Edge Wealth Management
New York
$9K
BAMG
1570
Brand Asset Management Group
Missouri
$9K
SMG
1571
Spectrum Management Group
Indiana
$9K +$9K +65 New
HWA
1572
Heritage Wealth Advisors
Virginia
$7.61K
LWA
1573
Lowe Wealth Advisors
Maryland
$7K
MFT
1574
Moisand Fitzgerald Tamayo
Florida
$7K
MAM
1575
Marquette Asset Management
Minnesota
$7K +$7K +53 New