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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 %
ONST
1551
Old North State Trust
North Carolina
$60K +$60K +400 New
GWS
1552
Glassman Wealth Services
Virginia
$59K +$21.3K +143 +57%
HWM
1553
HighMark Wealth Management
Minnesota
$58K +$15.7K +121 +37%
M
1554
MOTCO
Texas
$57K
BWM
1555
BerganKDV Wealth Management
Minnesota
$57K +$1.19K +8 +2%
FMP
1556
Financial Management Professionals
Texas
$57K +$52.7K +355 +1,224%
BWP
1557
Baldwin Wealth Partners
Massachusetts
$56K
HI
1558
Hoey Investments
Pennsylvania
$56K +$56K +375 New
WAM
1559
Wolverine Asset Management
Illinois
$54K -$239K -1,626 -82%
BFG
1560
Baron Financial Group
New Jersey
$52.2K +$52.2K +350 New
SC
1561
Steph & Co
Wisconsin
$52K
DSC
1562
Duncker Streett & Co
Missouri
$51K
CA
1563
Centerpoint Advisors
Massachusetts
$51K
APWA
1564
Atlas Private Wealth Advisors
New Jersey
$49K -$21K -141 -30%
GFPC
1565
Global Financial Private Client
Florida
$48.6K -$10.1K -69 -17%
SLF
1566
Sun Life Financial
Ontario, Canada
$48K -$741 -5 -2%
JFA
1567
JNBA Financial Advisors
Minnesota
$48K
MWC
1568
MBM Wealth Consultants
Missouri
$48K
CSPIA
1569
Cary Street Partners Investment Advisory
Virginia
$47K +$47K +315 New
LWM
1570
Liberty Wealth Management
California
$45K
TF
1571
TimeScale Financial
Massachusetts
$44K +$291 +2 +0.7%
EARNEST Partners
1572
EARNEST Partners
Georgia
$43K
PFO
1573
Pathstone Family Office
New Jersey
$41K
CCA
1574
Column Capital Advisors
Indiana
$40K -$1.5K -10 -4%
GIC
1575
Gantzert Investment Company
Illinois
$40K