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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 %
MMG
576
Monetary Management Group
Missouri
$3.23M +$173K +900 +6%
MCC
577
Malaga Cove Capital
California
$3.22M +$9.6K +50 +0.3%
IIM
578
Intact Investment Management
Quebec, Canada
$3.19M
MME
579
Meag Munich Ergo
Germany
$3.17M
AC
580
Abbrea Capital
California
$3.16M +$1.92K +10 +0.1%
TWA
581
TCI Wealth Advisors
Arizona
$3.16M +$107K +560 +4%
HKIM
582
Hayek Kallen Investment Management
Alabama
$3.14M -$9.6K -50 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
583
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.1M +$3.1M +16,126 New
NCGI
584
Next Century Growth Investors
Minnesota
$3.09M -$125K -653 -4%
FTA
585
Financial & Tax Architects
Missouri
$3.08M +$309K +1,612 +11%
FMBTD
586
First Midwest Bank Trust Division
Illinois
$3.07M -$60.1K -313 -2%
Bessemer Group
587
Bessemer Group
New Jersey
$3.05M +$143K +747 +5%
DIP
588
DT Investment Partners
Pennsylvania
$3.01M +$378K +1,967 +14%
LPIC
589
LeJeune Puetz Investment Counsel
Michigan
$3.01M +$24K +125 +0.8%
Marshall Wace
590
Marshall Wace
United Kingdom
$3M -$14.3M -74,670 -83%
GAM
591
Griffin Asset Management
New York
$2.99M -$25K -130 -0.8%
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$2.99M +$428K +2,229 +17%
Lido Advisors
593
Lido Advisors
California
$2.98M +$863K +4,498 +41%
IRF
594
IBM Retirement Fund
New York
$2.98M +$6.91K +36 +0.2%
WLPWM
595
Walled Lake Planning & Wealth Management
Illinois
$2.97M +$3.65K +19 +0.1%
BOTW
596
Bank of the West
California
$2.96M +$293K +1,524 +11%
BBA
597
BLB&B Advisors
Pennsylvania
$2.95M -$23K -120 -0.8%
AAMU
598
AEGON Asset Management (UK)
United Kingdom
$2.94M
EFS
599
Essex Financial Services
Connecticut
$2.93M +$1.39M +7,244 +90%
EP
600
Edgestream Partners
New Jersey
$2.93M +$2.57M +13,390 +723%