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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.

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 %
WA
1701
WealthTrust Axiom
Pennsylvania
-$236K -1,873 Closed
CGA
1702
Crescent Grove Advisors
Illinois
-$232K -1,832 Closed
VCM
1703
Violich Capital Management
California
-$231K -1,825 Closed
DW
1704
Domani Wealth
Pennsylvania
-$226K -1,790 Closed
GPFA
1705
Game Plan Financial Advisors
Ohio
-$220K -1,740 Closed
CPIG
1706
Chicago Partners Investment Group
Illinois
-$235K -1,681 Closed
BAS
1707
Brown Advisory Securities
Maryland
-$227K -1,666 Closed
AWCI
1708
Alpine Woods Capital Investors
New York
-$205K -1,621 Closed
FFS
1709
Founders Financial Securities
Maryland
-$201K -1,542 Closed
M
1710
Mirova
France
-$150K -1,182 Closed
BL
1711
Balentine LLC
Georgia
-$149K -1,178 Closed
WTFG
1712
Wells Trecaso Financial Group
Ohio
-$130K -1,025 Closed
BSG
1713
Black Swift Group
Colorado
-$127K -1,000 Closed
RCA
1714
Reitz Capital Advisors
Michigan
-$114K -900 Closed
BEAM
1715
Baker Ellis Asset Management
Washington
-$103K -815 Closed
WR
1716
Watson Rebecca
-$72K -572 Closed
EI
1717
Ellevest Inc
New York
-$70K -555 Closed
AC
1718
Asio Capital
Kentucky
-$54K -425 Closed
HFS
1719
HBC Financial Services
Washington
-$7K -384 Closed
RDWM
1720
Red Door Wealth Management
Tennessee
-$47K -375 Closed
KWM
1721
Keebeck Wealth Management
Illinois
-$47K -372 Closed
WFMPM
1722
Woodley Farra Manion Portfolio Management
Indiana
-$46K -366 Closed
JPLA
1723
Joseph P. Lucia & Associates
New York
-$34K -269 Closed
FWM
1724
FSA Wealth Management
Massachusetts
-$34K -267 Closed
MA
1725
Modus Advisors
Minnesota
-$33K -263 Closed