CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (285)

Increased Positions (970)

Westend Capital Management, LLC
Value ($000) $11,027 (+109951.6%) Shares 19,249 (+91561.9%)
SageGuard Financial Group, LLC
Value ($000) $8,794 (+2540.8%) Shares 15,350 (+785.7%)
Albar Capital Partners LLP
Value ($000) $29,809 (+81.8%) Shares 52,034 (+51.4%)
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Value ($000) $5,913 (+154.0%) Shares 9,140 (+124.3%)
Guardian Wealth Management, Inc.
Value ($000) $4,393 (+299.1%) Shares 7,669 (+232.4%)
Main Street Research LLC
Value ($000) $34,120 (+2220.9%) Shares 59,559 (+1833.1%)
Rheos Capital Works Inc.
Value ($000) $56 (+66.4%) Shares 97,000 (+38.6%)
Cynosure Group, LLC
Value ($000) $10,841 (+274.1%) Shares 513,754 (+8359.6%)
FORA Capital, LLC
Value ($000) $13,041 (+4509.1%) Shares 22,765 (+3739.0%)
BAROMETER CAPITAL MANAGEMENT INC.
Value ($000) $1,769 (-70.0%) Shares 69,500 (+460.5%)
CONSOLIDATED CAPITAL MANAGEMENT, LLC
Value ($000) $8,082 (+89.1%) Shares 14,108 (+57.5%)
Aventail Capital Group, LP
Value ($000) $37,651 (+77.6%) Shares 65,724 (+48.0%)
PATTON FUND MANAGEMENT, INC.
Value ($000) $7,880 (+2200.2%) Shares 13,756 (+1815.9%)
Nippon Life Global Investors Americas, Inc.
Value ($000) $38,531 (+90.2%) Shares 67,260 (+58.4%)
Triangle Securities Wealth Management
Value ($000) $7,123 (+114.0%) Shares 13,600 (+94.9%)
BXM Wealth LLC
Value ($000) $506 (+24.3%) Shares 40,985 (+4699.2%)
Global Trust Asset Management, LLC
Value ($000) $4,207 (+89.5%) Shares 7,345 (+57.9%)
BEACON INVESTMENT ADVISORY SERVICES, INC.
Value ($000) $32,722 (+143.7%) Shares 57,120 (+102.9%)
Disciplined Investors, L.L.C.
Value ($000) $2,045 (+154.8%) Shares 3,570 (+112.2%)
CFC Planning Co LLC
Value ($000) $3,761 (+24.8%) Shares 6,566 (+4.0%)

Decreased Positions (1060)

Fullerton Fund Management Co Ltd.
Value ($000) $28,859 (-78.8%) Shares 50,376 (-82.3%)
Mercuria Capital Strategies, LLC
Value ($000) $5,391 (-22.0%) Shares 9,410 (-35.1%)
CADINHA & CO LLC
Value ($000) $14,400 (-45.7%) Shares 25,137 (-54.8%)
Deane Retirement Strategies, Inc.
Value ($000) $4,081 (-40.0%) Shares 7,123 (-50.1%)
Gallo Partners, LP
Value ($000) $3,517 (-31.9%) Shares 6,140 (-43.3%)
Applied Capital LLC/FL
Value ($000) $4,148 (-26.7%) Shares 7,240 (-39.0%)
Capital Wealth Planning, LLC
Value ($000) $763,490 (-1.2%) Shares 1,309,210 (-19.1%)
OLD REPUBLIC INTERNATIONAL CORP
Value ($000) $49 (-42.0%) Shares 85,500 (-51.7%)
Minneapolis Portfolio Management Group, LLC
Value ($000) $39,652 (-9.0%) Shares 69,216 (-24.2%)
Shelter Mutual Insurance Co
Value ($000) $11,876 (-19.1%) Shares 20,730 (-32.7%)
Covalis Capital LLP
Value ($000) $31,550 (+1.0%) Shares 55,074 (-15.9%)
Tribune Investment Group LP
Value ($000) $7,447 (-13.3%) Shares 13,000 (-27.8%)
CUTLER INVESTMENT COUNSEL LLC
Value ($000) $27,013 (-7.1%) Shares 47,154 (-22.6%)
Palmer Knight Co
Value ($000) $7,232 (+2.5%) Shares 12,625 (-14.6%)
Robbins Farley
Value ($000) $6,730 (-2.9%) Shares 11,747 (-19.1%)
JERICHO FINANCIAL, LLP
Value ($000) $6,373 (+0.3%) Shares 11,125 (-16.4%)
Alpha Cubed Investments, LLC
Value ($000) $71,745 (-6.5%) Shares 125,238 (-22.1%)
Westchester Capital Management, Inc.
Value ($000) $33,858 (+14.8%) Shares 59,102 (-4.4%)
Cannon Advisors, Inc.
Value ($000) $4,887 (+9.5%) Shares 7,651 (-10.8%)
Yaupon Capital Management LP
Value ($000) $14,689 (-62.6%) Shares 25,641 (-68.8%)

Exited Positions (92)