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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 %
PFS
451
Prospera Financial Services
Texas
$5.15M -$358K -1,865 -7%
DLCIG
452
D.L. Carlson Investment Group
New Hampshire
$5.14M +$197K +1,025 +4%
FWCM
453
Ferguson Wellman Capital Management
Oregon
$5.11M -$9.6K -50 -0.2%
NRS
454
Neville Rodie & Shaw
New York
$5.1M -$72K -375 -1%
FFBTD
455
First Financial Bank - Trust Division
Ohio
$5.07M +$116K +603 +2%
AMIM
456
Aull & Monroe Investment Management
Alabama
$5.07M -$19K -99 -0.4%
WG
457
Welch Group
Alabama
$5.02M +$471K +2,453 +10%
ANBT
458
American National Bank & Trust
Texas
$5.01M +$62.6K +326 +1%
ETC
459
Exchange Traded Concepts
Oklahoma
$4.98M +$725K +3,776 +17%
RE
460
RBC Europe
United Kingdom
$4.97M
EIM
461
Essex Investment Management
Massachusetts
$4.96M +$17.3K +90 +0.3%
KWILP
462
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.95M -$546K -2,845 -10%
SF
463
Synovus Financial
Georgia
$4.91M -$930K -4,842 -16%
AIM
464
Achmea Investment Management
Netherlands
$4.89M +$158K +822 +3%
SB
465
Simmons Bank
Arkansas
$4.88M +$98.3K +512 +2%
RIG
466
RiverFront Investment Group
Virginia
$4.82M -$5.49M -28,622 -53%
HCM
467
Howland Capital Management
Massachusetts
$4.82M +$1.73K +9 +0%
VF
468
Vest Financial
Virginia
$4.82M +$1.47M +7,657 +44%
NIC
469
Northwest Investment Counselors
Oregon
$4.81M +$261K +1,361 +6%
P
470
Paradiem
Louisiana
$4.79M +$361K +1,741 +8%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$4.77M -$2.11K -11 -0%
HFM
472
Hartford Financial Management
Connecticut
$4.71M -$40.5K -211 -0.9%
CHC
473
City Holding Co
West Virginia
$4.69M +$139K +724 +3%
KPWS
474
Kestra Private Wealth Services
Texas
$4.69M +$447K +2,327 +11%
PI
475
Putnam Investments
Massachusetts
$4.66M +$4.22M +21,966 +950%