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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 %
TSS
726
Thomas Story & Son
Indiana
$1.94M
KF
727
Krilogy Financial
Missouri
$1.93M -$1.92K -10 -0.1%
GEA
728
Glen Eagle Advisors
New Jersey
$1.93M +$591K +3,076 +44%
LFDLE
729
La Financiere de L'Echiquier
France
$1.92M -$384K -2,000 -17%
CCC
730
Crescent Capital Consulting
Louisiana
$1.91M +$19.2K +100 +1%
APA
731
American Portfolios Advisors
New York
$1.91M -$268K -1,396 -12%
HI
732
Hudock Inc
Pennsylvania
$1.9M +$44K +229 +2%
PCM
733
Princeton Capital Management
New Jersey
$1.9M -$9.21K -48 -0.5%
FNBTCON
734
First National Bank & Trust Co of Newtown
Pennsylvania
$1.9M
TNA
735
True North Advisors
Texas
$1.89M +$76.8K +400 +4%
EI
736
Ethic Inc
New York
$1.89M +$994K +5,179 +112%
KCM
737
Kempner Capital Management
Texas
$1.88M +$1.88M +9,815 New
TBA
738
Tower Bridge Advisors
Pennsylvania
$1.88M -$4.8K -25 -0.3%
HIC
739
Holderness Investments Company
North Carolina
$1.87M -$19.8K -103 -1%
HDIM
740
Hanson & Doremus Investment Management
Vermont
$1.86M -$297K -1,546 -14%
OPCM
741
Osborne Partners Capital Management
California
$1.86M -$188K -980 -9%
AAM
742
Aureus Asset Management
Massachusetts
$1.86M -$234K -1,218 -11%
MYAM
743
Meiji Yasuda Asset Management
Japan
$1.85M +$76K +396 +4%
ATC
744
Adirondack Trust Company
New York
$1.85M -$15.7K -77 -0.8%
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$1.85M +$7.87K +41 +0.4%
TCM
746
Traynor Capital Management
Pennsylvania
$1.84M +$1.84M +9,577 New
CA
747
Cumberland Advisors
Florida
$1.83M
6M
748
6 Meridian
Kansas
$1.82M +$1.82M +9,503 New
PFO
749
Pathstone Family Office
New Jersey
$1.82M +$418K +2,179 +30%
IA
750
IFP Advisors
Florida
$1.82M +$649K +3,328 +56%