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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 %
SQA
1626
Simon Quick Advisors
New Jersey
$10K +$10K +67 New
PMFA
1627
Plante Moran Financial Advisors
Michigan
$9K -$17.3K -117 -66%
LWA
1628
Lowe Wealth Advisors
Maryland
$8K
NC
1629
NewSquare Capital
Pennsylvania
$7K
MSFP
1630
Mark Sheptoff Financial Planning
Connecticut
$7K
RA
1631
Rational Advisors
New York
$5K -$163K -1,177 -97%
IF
1632
Ironwood Financial
Arizona
$5K
NIM
1633
NuWave Investment Management
New Jersey
$5K +$3.19K +23 +177%
PFA
1634
Professional Financial Advisors
Nebraska
$5K +$5K +35 New
SXL
1635
Summit X LLC
Missouri
$4.48K -$5 -2 -0.1%
MIM
1636
Macroview Investment Management
Maryland
$4K
LFG
1637
LifePlan Financial Group
Ohio
$4K
TFM
1638
TFC Financial Management
Massachusetts
$4K +$4K +24 New
Koshinski Asset Management
1639
Koshinski Asset Management
Illinois
$3.12K +$26 +162 +0.9%
LAS
1640
Lloyd Advisory Services
Georgia
$3K -$1.43K -10 -32%
RWG
1641
Regal Wealth Group
California
$3K
MWA
1642
Moser Wealth Advisors
Washington
$3K +$3K +20 New
PW
1643
Price Wealth
Texas
$2K
TCM
1644
TD Capital Management
Tennessee
$2K
FP
1645
Fiduciary Planning
Florida
$2K +$2K +13 New
CPA
1646
Clear Perspective Advisors
Illinois
$1.4K +$19 +30 +1%
KIG
1647
Kessler Investment Group
Indiana
$1K -$11.9K -83 -92%
PCTC
1648
Perkins Coie Trust Company
Washington
$1K
IRAG
1649
Investment Research & Advisory Group
Georgia
$1K
CAM
1650
ClariVest Asset Management
California
$1K +$1K +8 New