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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 %
FNT
476
First National Trust
Pennsylvania
$4.57M +$610K +3,179 +15%
Fayez Sarofim & Co
477
Fayez Sarofim & Co
Texas
$4.47M -$178K -929 -4%
CNBTD
478
Citizens National Bank Trust Department
Mississippi
$4.47M +$25K +130 +0.6%
CAM
479
Columbia Asset Management
Michigan
$4.45M +$55.1K +287 +1%
LSA
480
L & S Advisors
California
$4.45M -$873K -4,546 -16%
PHK
481
Point72 Hong Kong
Hong Kong
$4.45M +$2.27M +11,818 +104%
BFG
482
Beacon Financial Group
Texas
$4.44M -$24.5K -124 -0.5%
NB
483
NBT Bank
New York
$4.44M -$48.2K -251 -1%
MWNA
484
Marshall Wace North America
New York
$4.36M -$10.1M -52,791 -70%
BRA
485
Biechele Royce Advisors
Indiana
$4.34M -$38.8K -202 -0.9%
PSUF
486
People's United Financial
Connecticut
$4.32M +$204K +1,064 +5%
SFM
487
Signet Financial Management
New Jersey
$4.31M +$4.31M +22,450 New
BOH
488
Bank of Hawaii
Hawaii
$4.29M +$24.8K +129 +0.6%
PI
489
PGGM Investments
Netherlands
$4.28M -$18.2M -94,639 -81%
WS
490
Wedbush Securities
California
$4.27M -$244K -1,270 -5%
SAM
491
Shell Asset Management
Netherlands
$4.27M -$38.8K -202 -0.9%
CCM
492
Channing Capital Management
Illinois
$4.25M +$650K +3,384 +18%
MFG
493
Monte Financial Group
Connecticut
$4.22M +$40.9K +213 +1%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M +$52.6K +274 +1%
IIM
495
Ipswich Investment Management
Massachusetts
$4.17M +$1.92K +10 +0%
V
496
Veritable
Delaware
$4.17M -$14.2K -74 -0.3%
CBT
497
Central Bank & Trust
Kentucky
$4.14M -$773K -4,026 -16%
CCM
498
Coldstream Capital Management
Washington
$4.11M +$888K +5,954 +28%
BCFD
499
Boit C.F. David
$4.1M
HCMT
500
Highland Capital Management (Tennessee)
Tennessee
$4.09M -$267K -1,390 -6%