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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 %
JPMIA
676
J.P. Marvel Investment Advisors
Massachusetts
$2.28M -$5.76K -30 -0.3%
WP
677
Waycross Partners
Kentucky
$2.28M -$62.8K -327 -3%
AC
678
Allstate Corporation
Illinois
$2.28M -$212K -1,104 -9%
AUB
679
Atlantic Union Bankshares
Virginia
$2.27M -$269K -1,402 -11%
TCOV
680
Trust Company of Vermont
Vermont
$2.25M +$30.9K +161 +1%
Members Trust
681
Members Trust
Florida
$2.25M +$97K +490 +4%
PH
682
Pinnacle Holdings
Oklahoma
$2.25M -$54.7K -285 -2%
PWA
683
Providence Wealth Advisors
Illinois
$2.25M -$32.8K -169 -1%
SCM
684
Stevens Capital Management
Pennsylvania
$2.24M +$1.78M +9,274 +384%
GT
685
Greenleaf Trust
Michigan
$2.24M +$24K +125 +1%
ACI
686
Alpha Cubed Investments
California
$2.24M -$10.5M -54,843 -82%
FF
687
Fluent Financial
Texas
$2.19M +$247K +1,286 +13%
SLI
688
Sumitomo Life Insurance
Japan
$2.19M -$92.3K -481 -4%
MIAS
689
Mason Investment Advisory Services
Virginia
$2.18M +$1.91M +9,925 +684%
FWM
690
Frontier Wealth Management
Missouri
$2.18M +$64.9K +338 +3%
Luther King Capital Management (LKCM)
691
Luther King Capital Management (LKCM)
Texas
$2.14M +$186K +968 +9%
CICI
692
Capital Investment Counsel Inc
North Carolina
$2.14M +$167K +871 +8%
VF
693
Virtu Financial
New York
$2.14M +$2.14M +11,157 New
BCM
694
Boltwood Capital Management
California
$2.12M +$146K +763 +7%
JCM
695
Jacobi Capital Management
Pennsylvania
$2.11M +$108K +561 +5%
PK
696
Pflug Koory
Nebraska
$2.11M +$2.11K +11 +0.1%
SOAMC
697
Spirit of America Management Corp
New York
$2.1M
TCM
698
Telos Capital Management
California
$2.09M +$9.02K +47 +0.4%
SFS
699
Sowell Financial Services
Arkansas
$2.09M +$2.09M +10,905 New
OPPTF
700
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.09M -$12.4K -64 -0.6%