CAT icon

Caterpillar

1,656 hedge funds and large institutions have $54.5B invested in Caterpillar in 2019 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 512 increasing their positions, 603 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,656
Holders Change
+180
Holders Change %
+12.2%
% of All Funds
32.7%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.51%
New
279
Increased
512
Reduced
603
Closed
79
Calls
$1.63B
Puts
$1.87B
Net Calls
-$249M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
HF
1601
Halpern Financial
Virginia
$18.8K +$18.8K +127 New
FPB
1602
First PREMIER Bank
South Dakota
$18K
GIC
1603
Gantzert Investment Company
Illinois
$17K
CAL
1604
Capital Analysts LLC
Pennsylvania
$16K -$3.2K -22 -17%
FCM
1605
Firestone Capital Management
Florida
$16K +$16K +105 New
SC
1606
Solstein Capital
California
$16K +$16K +106 New
JWM
1607
Janiczek Wealth Management
Colorado
$15K
CIA
1608
Cascade Investment Advisors
Oregon
$14.8K -$679K -4,600 -98%
Fidelity International
1609
Fidelity International
Bermuda
$14K +$433 +3 +3%
KIG
1610
Kessler Investment Group
Indiana
$13K
HWM
1611
Holloway Wealth Management
Florida
$13K -$11K
WWM
1612
Willingdon Wealth Management
North Carolina
$13K +$9.06K +62 +230%
TIM
1613
Tortoise Investment Management
New York
$12K -$3.75K -25 -24%
FCMT
1614
Founders Capital Management (Texas)
Texas
$12K
SQA
1615
Simon Quick Advisors
New Jersey
$12K +$8.25K +55 +220%
DTIM
1616
Danda Trouve Investment Management
Kansas
$12K +$12K +80 New
EWA
1617
Evolution Wealth Advisors
Florida
$12K +$12K +81 New
SCA
1618
Stuart Chaussee & Associates
California
$11K -$49.9K -340 -82%
KFS
1619
Kelly Financial Services
Massachusetts
$10K
SFA
1620
Semmax Financial Advisors
North Carolina
$10K -$2.5K -17 -20%
PCFFS
1621
Pacific Center for Financial Services
California
$10K
BC
1622
Belmont Capital
California
$10K +$10K +70 New
SIC
1623
Samalin Investment Counsel
New York
$10K +$10K +71 New
IAS
1624
IMA Advisory Services
Colorado
$9K
WCG
1625
Weaver Consulting Group
California
$9K