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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 %
PCA
1576
Providence Capital Advisors
North Carolina
$40K
TCM
1577
Tradewinds Capital Management
Washington
$39K -$1.34K -9 -3%
RAM
1578
Riggs Asset Management
Pennsylvania
$39K +$20.4K +200 +109%
MCA
1579
Mercer Capital Advisers
New Jersey
$37K
CFFP
1580
Center for Financial Planning
Michigan
$37K
JWM
1581
Janiczek Wealth Management
Colorado
$37K +$22.1K +149 +149%
MFT
1582
Moisand Fitzgerald Tamayo
Florida
$36K +$27.4K +184 +317%
SIS
1583
Sound Income Strategies
Florida
$35K
SL
1584
Savior LLC
Massachusetts
$35K
POIA
1585
Pin Oak Investment Advisors
Texas
$35K
HCM
1586
Horrell Capital Management
Arkansas
$34K
WPA
1587
West Paces Advisors
Georgia
$32.5K
CYG
1588
Clean Yield Group
Vermont
$32K
BCA
1589
Bray Capital Advisors
Florida
$32K +$150 +1 +0.5%
AA
1590
AlphaMark Advisors
Kentucky
$31K
CAGAS
1591
Capital Advisory Group Advisory Services
Minnesota
$30K
DTIM
1592
Danda Trouve Investment Management
Kansas
$30K +$7.5K +50 +33%
ETC
1593
Exchange Traded Concepts
Oklahoma
$28K -$4.41M -30,080 -99%
LF
1594
Lee Financial
Texas
$28K
EW
1595
Evoke Wealth
California
$28K +$3.18K +21 +13%
BAM
1596
Bellevue Asset Management
Washington
$27K -$1.48K -10 -5%
HB
1597
Horizon Bancorp
Indiana
$27K
APWM
1598
Atlas Private Wealth Management
New York
$26K -$20.6K -138 -44%
Loomis, Sayles & Company
1599
Loomis, Sayles & Company
Massachusetts
$25K -$4.76K -32 -16%
LS
1600
Leelyn Smith
Illinois
$21K -$148 -1 -0.7%