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Caterpillar

1,476 hedge funds and large institutions have $46.2B invested in Caterpillar in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 530 increasing their positions, 639 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
-77
Holders Change %
-4.96%
% of All Funds
32.42%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.33%
New
76
Increased
530
Reduced
639
Closed
146
Calls
$1.28B
Puts
$1.67B
Net Calls
-$385M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMT
1601
Amica Retiree Medical Trust
Rhode Island
-$162K -1,192 Closed
MF
1602
Manchester Financial
California
-$160K -1,171 Closed
AC
1603
Avestar Capital
New York
-$115K -1,030 Closed
AOWM
1604
Alpha Omega Wealth Management
Virginia
-$121K -890 Closed
DWM
1605
Destination Wealth Management
California
-$104K -766 Closed
PCP
1606
Proficio Capital Partners
Massachusetts
-$76K -557 Closed
Point72 Asset Management
1607
Point72 Asset Management
Connecticut
-$68K -500 Closed
MUS
1608
Mitsubishi UFJ Securities
Japan
-$64K -470 Closed
TA
1609
TCG Advisors
Texas
-$60K -438 Closed
ED
1610
Exane Derivatives
France
-$53.8K -395 Closed
LA
1611
Legacy Advisors
Pennsylvania
-$47K -345 Closed
KCPG
1612
Kavar Capital Partners Group
Kansas
-$46K -335 Closed
HIM
1613
Hillsdale Investment Management
Ontario, Canada
-$34K -250 Closed
CBT
1614
Central Bank & Trust
Kentucky
-$33K -245 Closed
MSFP
1615
Mark Sheptoff Financial Planning
Connecticut
-$27K -200 Closed
JCM
1616
Julex Capital Management
Massachusetts
-$20K -153 Closed
AP
1617
Arlington Partners
Alabama
-$21K -151 Closed
TFA
1618
Transamerica Financial Advisors
Florida
-$15K -107 Closed
SHJ
1619
Sharkey, Howes & Javer
Colorado
-$14K -100 Closed
CFA
1620
Camarda Financial Advisors
Florida
-$11K -84 Closed
W
1621
WealthStone
Ohio
-$6.81K -50 Closed
IWA
1622
IBEX Wealth Advisors
New Jersey
-$5K -41 Closed
PCMK
1623
Paragon Capital Management (Kansas)
Kansas
-$4K -30 Closed