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Caterpillar

1,929 hedge funds and large institutions have $70.9B invested in Caterpillar in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 816 increasing their positions, 692 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-85
Holders Change %
-4.22%
% of All Funds
33.88%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
97
Increased
816
Reduced
692
Closed
151
Calls
$1.87B
Puts
$2.99B
Net Calls
-$1.12B
Net Calls Change
-$696M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
276
Delta Asset Management
Tennessee
$12.8M +$116K +606 +0.9%
PA
277
Pinnacle Associates
New York
$12.5M +$98.9K +515 +0.8%
SEI Investments
278
SEI Investments
Pennsylvania
$12.5M -$9.54M -49,214 -43%
ACP
279
Ashfield Capital Partners
California
$12.5M +$131K +682 +1%
BPWM
280
Badgley Phelps Wealth Managers
Washington
$12.5M +$12.5M +65,090 New
CAN
281
Cetera Advisor Networks
California
$12.3M +$347K +1,810 +3%
PTC
282
Philadelphia Trust Company
Pennsylvania
$12.3M -$1.14M -5,952 -8%
MIM
283
Marco Investment Management
Georgia
$12.3M +$176K +915 +1%
IAN
284
Integrated Advisors Network
Texas
$12.2M +$718K +3,739 +6%
IAA
285
Independent Advisor Alliance
North Carolina
$12.2M -$1.29M -6,699 -10%
FAM
286
Fred Alger Management
New York
$12M +$12M +62,331 New
Schroder Investment Management Group
287
Schroder Investment Management Group
United Kingdom
$11.9M -$5.55M -28,912 -32%
Connor, Clark & Lunn Investment Management (CC&L)
288
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.9M -$13.6M -70,869 -53%
LDB
289
Lee, Danner & Bass
Tennessee
$11.8M -$409K -2,129 -3%
WT
290
Whittier Trust
California
$11.7M -$93.9K -489 -0.8%
Brown Advisory
291
Brown Advisory
Maryland
$11.7M +$154K +801 +1%
BCP
292
Blue Chip Partners
Michigan
$11.7M +$549K +2,861 +5%
QP
293
Quilter Plc
United Kingdom
$11.6M +$37.4K +195 +0.3%
FT
294
Fiduciary Trust
Massachusetts
$11.6M +$120K +627 +1%
GG
295
Gofen & Glossberg
Illinois
$11.5M -$291K -1,518 -2%
IMPI
296
Ilmarinen Mutual Pension Insurance
Finland
$11.5M
BC
297
Blackhill Capital
New Jersey
$11.5M
PI
298
PEAK6 Investments
Illinois
$11.5M -$18M -93,652 -61%
NAM
299
Nissay Asset Management
Japan
$11.4M +$458K +2,386 +4%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$11.4M -$1.27M -6,604 -10%