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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 %
PA
276
Pinnacle Associates
New York
$14.2M +$683K +3,306 +5%
ZCM
277
Ziegler Capital Management
Illinois
$14.1M -$1.3M -6,294 -8%
COPPSERS
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14M -$147K -709 -1%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$14M +$134K +648 +1%
MIM
280
Marco Investment Management
Georgia
$13.9M +$693K +3,352 +5%
DAM
281
Delta Asset Management
Tennessee
$13.8M +$26.3K +127 +0.2%
IAA
282
Independent Advisor Alliance
North Carolina
$13.7M +$577K +2,792 +4%
EDRH
283
Edmond de Rothschild Holding
Switzerland
$13.6M +$5.05M +24,427 +59%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$13.6M -$1.95M -9,439 -13%
FT
285
Fiduciary Trust
Massachusetts
$13.5M +$974K +4,710 +8%
ACP
286
Ashfield Capital Partners
California
$13.4M -$82.7K -400 -0.6%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$13.4M +$4.05M +19,587 +43%
CBOR
288
Community Bank of Raymore
Missouri
$13.4M -$2.36M -11,400 -15%
IAN
289
Integrated Advisors Network
Texas
$13.2M +$37.6K +182 +0.3%
BRWA
290
B. Riley Wealth Advisors
Florida
$13.1M +$9.08M +43,919 +227%
BCP
291
Blue Chip Partners
Michigan
$13M +$439K +2,123 +3%
TRCT
292
Tower Research Capital (TRC)
New York
$13M +$3.4M +16,450 +36%
CAN
293
Cetera Advisor Networks
California
$13M -$321K -1,555 -2%
Point72 Asset Management
294
Point72 Asset Management
Connecticut
$12.8M +$12.8M +62,100 New
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
$12.8M -$1.12M -6,146 -8%
AFP
296
Ausdal Financial Partners
Iowa
$12.8M +$4.23M +20,471 +50%
WT
297
Whittier Trust
California
$12.7M +$54K +261 +0.4%
LDB
298
Lee, Danner & Bass
Tennessee
$12.7M -$74.4K -360 -0.6%
KIA
299
KCM Investment Advisors
California
$12.4M +$1.33M +6,410 +12%
BC
300
Blackhill Capital
New Jersey
$12.4M