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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 %
BCV
401
Banque Cantonale Vaudoise
Switzerland
$6.63M +$2.6M +13,556 +65%
AHC
402
Anderson Hoagland & Co
Missouri
$6.63M +$23.8K +124 +0.4%
SMI
403
Shelter Mutual Insurance
Missouri
$6.57M
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$6.55M -$19.2K -100 -0.3%
CM
405
Caption Management
Oklahoma
$6.53M +$2.12M +11,050 +48%
HAG
406
HighPoint Advisor Group
Illinois
$6.44M +$2.67M +13,896 +71%
Tudor Investment Corp
407
Tudor Investment Corp
Connecticut
$6.42M +$875K +4,560 +16%
ASN
408
Advisory Services Network
Georgia
$6.39M -$415K -2,160 -6%
PCIA
409
Prime Capital Investment Advisors
Kansas
$6.3M -$2.54M -13,233 -29%
KC
410
Knuff & Co
California
$6.18M
KRS
411
Kentucky Retirement Systems
Kentucky
$6.18M +$51.8K +270 +0.8%
CC
412
Cannell & Co
New York
$6.12M +$107K +555 +2%
SIC
413
Salem Investment Counselors
North Carolina
$6.1M +$109K +570 +2%
WTC
414
WhitTier Trust Company
Nevada
$6.1M +$147K +768 +2%
HI
415
Harbour Investments
Wisconsin
$6.03M +$33.6K +175 +0.6%
CCM
416
Consolidated Capital Management
California
$6.02M +$82.7K +431 +1%
KOCAA
417
Knights of Columbus Asset Advisors
Connecticut
$5.97M -$210K -1,096 -3%
SBH
418
Segall Bryant & Hamill
Illinois
$5.88M -$40.9K -213 -0.7%
CA
419
Cetera Advisors
Colorado
$5.85M +$656K +3,416 +13%
Pacer Advisors
420
Pacer Advisors
Pennsylvania
$5.83M -$31.5K -164 -0.5%
WF
421
Welch & Forbes
Massachusetts
$5.76M -$9.22K -48 -0.2%
BCM
422
Brookstone Capital Management
Illinois
$5.71M +$278K +1,473 +5%
Harris Associates
423
Harris Associates
Illinois
$5.71M -$10.6M -55,388 -65%
BCI
424
Brinker Capital Investments
Pennsylvania
$5.69M
NA
425
NewEdge Advisors
Louisiana
$5.67M +$728K +3,792 +15%