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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 %
WJWM
601
Williams Jones Wealth Management
New York
$2.92M +$18.4K +96 +0.6%
RC
602
RBF Capital
California
$2.88M
LSAG
603
Lake Street Advisors Group
New Hampshire
$2.88M +$2.18M +11,329 +309%
RC
604
Roundview Capital
New Jersey
$2.87M +$18K +94 +0.6%
CCT
605
Country Club Trust
Missouri
$2.87M +$367K +1,855 +15%
MCM
606
McMillion Capital Management
North Carolina
$2.86M -$175K -911 -6%
LNC
607
Lincoln National Corp
Pennsylvania
$2.86M +$350K +1,823 +14%
Fidelity International
608
Fidelity International
Bermuda
$2.86M -$1.03M -5,373 -27%
EAM
609
Eukles Asset Management
Ohio
$2.86M +$2.11K +11 +0.1%
AWE
610
Avidian Wealth Enterprises
Texas
$2.85M +$59.7K +311 +2%
SWP
611
Stratos Wealth Partners
Ohio
$2.83M -$46.1K -240 -2%
WAM
612
World Asset Management
Michigan
$2.83M -$192K -1,002 -6%
SSB
613
Sandy Spring Bank
Maryland
$2.8M -$42K -219 -1%
MAFM
614
Mid Atlantic Financial Management
Pennsylvania
$2.79M -$58.4K -304 -2%
WB
615
Webster Bank
Connecticut
$2.78M +$70.6K +368 +3%
CFB
616
Cullen/Frost Bankers
Texas
$2.78M -$141K -737 -5%
ECM
617
EagleClaw Capital Management
Massachusetts
$2.78M +$31.3K +163 +1%
KRSITF
618
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.76M +$23.2K +121 +0.8%
HCM
619
Hodges Capital Management
Texas
$2.76M +$1.82M +9,459 +193%
LIM
620
Leavell Investment Management
Alabama
$2.74M -$143K -744 -5%
EP
621
Eudaimonia Partners
Tennessee
$2.73M -$339K -1,764 -11%
ISB
622
Iowa State Bank
Iowa
$2.72M -$36.3K -189 -1%
FFWA
623
FRG Family Wealth Advisors
Washington
$2.72M +$20.2K +105 +0.7%
KJHP
624
K.J. Harrison & Partners
Ontario, Canada
$2.7M
MIAN
625
Mariner Independent Advisor Network
Kansas
$2.7M +$232K +1,191 +9%