CAT icon

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 %
FGA
1601
Fortis Group Advisors
New Jersey
$21K +$21K +145 New
FPB
1602
First PREMIER Bank
South Dakota
$19K
RIM
1603
Rockbridge Investment Management
New York
$17K
CA
1604
Crewe Advisors
Utah
$17K +$17K +113 New
FCM
1605
Firestone Capital Management
Florida
$16K
CAL
1606
Capital Analysts LLC
Pennsylvania
$16K
TH
1607
TCTC Holdings
Texas
$15K
SMG
1608
Spectrum Management Group
Indiana
$15K
VCM
1609
Versant Capital Management
Arizona
$14K -$72.9K -500 -84%
CMA
1610
Cedar Mountain Advisors
Oregon
$14K
EWM
1611
Elmwood Wealth Management
California
$14K
BWM
1612
Baystate Wealth Management
Massachusetts
$14K +$7.76K +51 +124%
CBT
1613
Central Bank & Trust
Kentucky
$14K +$14K +95 New
FNBOSM
1614
First National Bank of South Miami
Florida
$13K -$27.2K -178 -68%
WCG
1615
Weaver Consulting Group
California
$13K
1832 Asset Management
1616
1832 Asset Management
Ontario, Canada
$13K +$13K +90 New
TIM
1617
Tortoise Investment Management
New York
$12K -$3K -20 -20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1618
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K
HS
1619
Horan Securities
United States
$12K
EWA
1620
Evolution Wealth Advisors
Florida
$12K
PVH
1621
Psagot Value Holdings
Israel
$11K
KFS
1622
Kelly Financial Services
Massachusetts
$10.1K
PCFFS
1623
Pacific Center for Financial Services
California
$10K
BHWM
1624
Bay Harbor Wealth Management
Maryland
$10K
BC
1625
Belmont Capital
California
$10K