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Caterpillar

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
251
Cutler Investment Counsel
Oregon
$16.7M +$119K +575 +0.7%
MSL
252
Mackay Shields LLC
New York
$16.7M -$612K -2,960 -4%
GC
253
Guggenheim Capital
Illinois
$16.6M -$1.23M -5,966 -7%
CWM
254
Congress Wealth Management
Massachusetts
$16.2M +$16.2M +78,491 New
CSS
255
Cubist Systematic Strategies
Connecticut
$16.2M +$496K +2,398 +3%
IMRF
256
Illinois Municipal Retirement Fund
Illinois
$16M +$4.52M +21,864 +39%
ONB
257
Old National Bancorp
Indiana
$15.9M -$1.19M -5,762 -7%
WCMN
258
Westchester Capital Management (Nebraska)
Nebraska
$15.7M -$136K -658 -0.9%
ICG
259
InterOcean Capital Group
Tennessee
$15.7M +$3.7M +17,877 +31%
MOACM
260
Mutual of America Capital Management
New York
$15.7M -$139K -673 -0.9%
TPSF
261
Texas Permanent School Fund
Texas
$15.4M -$2.06M -9,965 -12%
AWM
262
AE Wealth Management
Kansas
$15.3M +$5.6M +27,079 +58%
Brown Advisory
263
Brown Advisory
Maryland
$15.2M +$2.62M +12,669 +21%
FNBT
264
FineMark National Bank & Trust
Florida
$15.2M +$534K +2,585 +4%
JCM
265
Janney Capital Management
Pennsylvania
$15.1M -$111K -539 -0.7%
KAS
266
Kestra Advisory Services
Texas
$15.1M +$766K +3,704 +5%
BCM
267
Bridgeway Capital Management
Texas
$15M
NB
268
Norinchukin Bank
Japan
$14.9M -$722K -3,491 -5%
CIA
269
CCM Investment Advisers
South Carolina
$14.9M +$337K +1,631 +2%
II
270
IFM Investors
Australia
$14.8M -$171K -829 -1%
FFM
271
Fullerton Fund Management
Singapore
$14.8M +$5.28M +25,539 +56%
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$14.8M +$1.93M +9,350 +15%
NAM
273
NorthCrest Asset Manangement
Minnesota
$14.3M +$14.3M +69,210 New
GIM
274
Grassi Investment Management
California
$14.3M -$124K -600 -0.9%
FNT
275
First National Trust
Pennsylvania
$14.2M +$9.28M +44,890 +188%