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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 %
BFIM
526
Beese Fulmer Investment Management
Ohio
$3.73M -$14.2K -74 -0.4%
BRWA
527
B. Riley Wealth Advisors
Florida
$3.72M -$30.2K -157 -0.8%
SC
528
Searle & Co
Connecticut
$3.72M
USCWA
529
U.S. Capital Wealth Advisors
Texas
$3.7M +$3.7M +19,282 New
SL
530
Summitry LLC
California
$3.69M -$74.9K -390 -2%
FC
531
Fusion Capital
South Carolina
$3.67M +$209K +1,087 +6%
SAM
532
Sompo Asset Management
Japan
$3.64M -$718K -3,740 -16%
IC
533
IEQ Capital
California
$3.64M +$530K +2,764 +17%
Credit Agricole
534
Credit Agricole
France
$3.63M +$2.2M +11,444 +153%
MAM
535
Marketfield Asset Management
New York
$3.63M -$104K -541 -3%
KJWM
536
Kiley Juergens Wealth Management
Washington
$3.6M +$376K +1,960 +12%
SNT
537
Security National Trust
West Virginia
$3.58M
RIM
538
Reliant Investment Management
Tennessee
$3.57M -$231K -1,205 -6%
GLA
539
Great Lakes Advisors
Illinois
$3.57M -$61.4K -320 -2%
LC
540
Lavaca Capital
Texas
$3.57M +$1.88M +9,801 +112%
MIM
541
Montgomery Investment Management
Maryland
$3.56M +$51.8K +270 +1%
GA
542
Gateway Advisory
New Jersey
$3.56M +$58.9K +307 +2%
AIC
543
Ameritas Investment Company
Nebraska
$3.56M +$1.55M +8,074 +77%
RJT
544
Raymond James Trust
Florida
$3.55M +$127K +661 +4%
FCH
545
Freestone Capital Holdings
Washington
$3.54M -$49.5K -258 -1%
Wealth Enhancement Advisory Services
546
Wealth Enhancement Advisory Services
Minnesota
$3.54M +$2.92M +14,631 +475%
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$3.53M +$1.01M +5,254 +40%
PFS
548
Physicians Financial Services
North Carolina
$3.53M +$194K +1,013 +6%
TCM
549
Twin Capital Management
Pennsylvania
$3.52M -$333K -1,735 -9%
FFN
550
Focus Financial Network
Minnesota
$3.51M -$20K -104 -0.6%