CAT icon

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 %
AWM
551
Aries Wealth Management
Maine
$3.51M
BIAS
552
Beacon Investment Advisory Services
New Jersey
$3.5M +$112K +586 +3%
PP
553
Palladium Partners
Virginia
$3.48M -$158K -825 -4%
BC
554
Burney Company
Virginia
$3.48M -$324K -1,688 -9%
ET
555
Equitable Trust
Tennessee
$3.44M -$1.78M -9,271 -34%
SFI
556
Siemens Fonds Invest
Germany
$3.43M +$199K +1,035 +6%
FMC
557
First Merchants Corp
Indiana
$3.42M -$16.1K -84 -0.5%
APP
558
Avantax Planning Partners
Iowa
$3.42M +$19.6K +102 +0.6%
HB
559
Homrich & Berg
Georgia
$3.4M +$599K +3,119 +21%
GRP
560
Global Retirement Partners
California
$3.39M +$213K +1,107 +7%
LWM
561
Loveless Wealth Management
Montana
$3.38M -$98.9K -515 -3%
MCM
562
Monument Capital Management
Virginia
$3.37M +$85.8K +447 +3%
DMC
563
Drexel Morgan & Co
Pennsylvania
$3.36M
FLI
564
Family Legacy Inc
South Carolina
$3.33M +$18.2K +93 +0.5%
SCM
565
Shelton Capital Management
Colorado
$3.33M -$883K -4,600 -21%
MA
566
Mutual Advisors
Nebraska
$3.31M +$456K +2,373 +16%
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$3.3M -$721K -3,757 -18%
Walleye Trading
568
Walleye Trading
New York
$3.29M -$21.6M -112,304 -87%
CNC
569
Canandaigua National Corp
New York
$3.28M -$103K -535 -3%
SIMM
570
Stillwater Investment Management (Minnesota)
Minnesota
$3.28M -$11.7K -61 -0.4%
ADL
571
Asset Dedication LLC
California
$3.27M +$161K +843 +5%
CWG
572
Cornerstone Wealth Group
North Carolina
$3.25M -$2.46M -12,824 -43%
BU
573
BBVA USA
Alabama
$3.24M +$9.21K +48 +0.3%
SAM
574
Silvercrest Asset Management
New York
$3.23M -$1.31M -6,824 -29%
CI
575
Cigna Investments
Connecticut
$3.23M -$71.6K -373 -2%