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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 %
CCA
826
Cobblestone Capital Advisors
New York
$1.54M
SG
827
Stonnington Group
California
$1.53M -$97.6K -500 -6%
CFG
828
Citizens Financial Group
Rhode Island
$1.53M +$154K +801 +11%
PFP
829
Pinnacle Financial Partners
Tennessee
$1.53M +$73.9K +385 +5%
BFA
830
Bragg Financial Advisors
North Carolina
$1.52M +$311K +1,618 +26%
MCM
831
MAI Capital Management
Ohio
$1.51M -$12.1K -63 -0.8%
OC
832
Oarsman Capital
Wisconsin
$1.51M +$10.6K +55 +0.7%
SIM
833
Studio Investment Management
Illinois
$1.51M +$1.51M +7,845 New
GFA
834
Gifford Fong Associates
California
$1.5M
WTB
835
Washington Trust Bank
Washington
$1.5M +$19.8K +103 +1%
JWCA
836
J.W. Cole Advisors
Florida
$1.49M -$14.2K -74 -0.9%
Rafferty Asset Management
837
Rafferty Asset Management
New York
$1.48M -$713K -3,715 -32%
XT
838
XTX Topco
Cayman Islands
$1.48M +$1.48M +7,686 New
DSN
839
D. Scott Neal
Kentucky
$1.47M +$21.5K +112 +1%
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$1.47M +$92.9K +484 +7%
CF
841
Centaurus Financial
California
$1.47M -$125K -653 -8%
ATC
842
Argent Trust Co
Tennessee
$1.46M +$186K +969 +15%
QIM
843
Quest Investment Management
Oregon
$1.46M
BS
844
Boenning & Scattergood
Pennsylvania
$1.46M -$33.8K -176 -2%
BIM
845
Baldwin Investment Management
Pennsylvania
$1.45M -$19.2K -100 -1%
VanEck Associates
846
VanEck Associates
New York
$1.45M +$11.1K +58 +0.8%
TU
847
TDAM USA
Ontario, Canada
$1.45M +$162K +844 +13%
AA
848
Argent Advisors
Louisiana
$1.45M +$188K +979 +15%
PT
849
Plimoth Trust
Massachusetts
$1.45M +$61K +318 +4%
GCM
850
Gables Capital Management
Florida
$1.44M +$338K +1,760 +31%