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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 %
SG Americas Securities
426
SG Americas Securities
New York
$5.57M -$24.2M -126,325 -81%
PAI
427
Pittenger & Anderson Inc
Nebraska
$5.54M +$19.8K +103 +0.4%
BWL
428
Bogart Wealth LLC
Virginia
$5.51M +$900K +4,690 +20%
VIA
429
Vantis Investment Advisers
Florida
$5.49M +$633K +3,300 +13%
EGA
430
Eagle Global Advisors
Texas
$5.48M +$109K +568 +2%
CAM
431
Cresset Asset Management
Illinois
$5.47M +$872K +4,542 +19%
GWM
432
Geneos Wealth Management
Colorado
$5.44M +$78.5K +404 +1%
CI
433
Capital International
California
$5.44M -$76.6K -399 -1%
Koshinski Asset Management
434
Koshinski Asset Management
Illinois
$5.39M +$1.12M +5,836 +26%
ST
435
Spinnaker Trust
Maine
$5.37M -$19.2K -100 -0.4%
SIC
436
Sigma Investment Counselors
Michigan
$5.37M +$240K +1,248 +5%
Simplex Trading
437
Simplex Trading
Illinois
$5.35M -$441K -2,034 -8%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$5.35M -$41.5K -216 -0.8%
TF
439
TIAA FSB
Florida
$5.34M +$541K +2,816 +11%
QT
440
Quantbot Technologies
New York
$5.33M -$1.94M -10,105 -27%
IWN
441
Independent Wealth Network
Iowa
$5.31M +$5.31M +26,083 New
SIM
442
Seaview Investment Managers
Florida
$5.29M +$5.29M +27,573 New
CGH
443
Crossmark Global Holdings
Texas
$5.29M -$207K -1,080 -4%
SCP
444
Silverleafe Capital Partners
Tennessee
$5.29M +$614K +3,198 +13%
OHIS
445
Oak Harvest Investment Services
Texas
$5.27M +$554K +2,885 +12%
KCM
446
Kanawha Capital Management
Virginia
$5.26M +$432K +2,252 +9%
KA
447
Kintegral Advisory
New York
$5.21M
RC
448
RegentAtlantic Capital
New Jersey
$5.18M +$221K +1,152 +4%
Qube Research & Technologies (QRT)
449
Qube Research & Technologies (QRT)
United Kingdom
$5.18M -$21.7M -113,083 -81%
FA
450
Faithward Advisors
Pennsylvania
$5.16M +$139K +723 +3%