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Caterpillar

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Shares
Change %
QT
1626
Quantamental Technologies
New York
-$135K -996 Closed
EMG
1627
ETF Managers Group
New Jersey
-$134K -987 Closed
OFW
1628
Omnia Family Wealth
Florida
-$125K -924 Closed
CMTU
1629
Capital Markets Trading (UK)
United Kingdom
-$123K -908 Closed
DBT
1630
Dubuque Bank & Trust
Iowa
-$120K -890 Closed
AIM
1631
Acropolis Investment Management
Missouri
-$110K -810 Closed
HCA
1632
Horan Capital Advisors
Ohio
-$98K -725 Closed
LFA
1633
Legacy Financial Advisors
Kentucky
-$95K -698 Closed
IWP
1634
Icon Wealth Partners
Texas
-$90K -663 Closed
BAM
1635
Bruderman Asset Management
New York
-$89K -660 Closed
RFWA
1636
RPg Family Wealth Advisory
Massachusetts
-$78.6K -580 Closed
GCA
1637
Greenwood Capital Associates
South Carolina
-$79K -580 Closed
PGWM
1638
Parisi Gray Wealth Management
New Jersey
-$77K -566 Closed
NWA
1639
New World Advisors
Massachusetts
-$68K -502 Closed
KL
1640
KWMG LLC
Kansas
-$68K -500 Closed
FC
1641
Ferris Capital
Massachusetts
-$58K -429 Closed
AIM
1642
Assured Investment Management
New York
-$36K -268 Closed
SMFG
1643
Sumitomo Mitsui Financial Group
Japan
-$35K -261 Closed
MFW
1644
Mosaic Family Wealth
Missouri
-$35K -257 Closed
AIA
1645
Alera Investment Advisors
Illinois
-$35K -255 Closed
JIP
1646
JBJ Investment Partners
South Carolina
-$34K -250 Closed
SPL
1647
Smart Portfolios LLC
Washington
-$27K -200 Closed
LPC
1648
Loeb Partners Corp
New York
-$27K -200 Closed
IDBONY
1649
Israel Discount Bank of New York
New York
-$21K -158 Closed
CHP
1650
Cable Hill Partners
Oregon
-$21K -152 Closed