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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 %
FFA
926
First Foundation Advisors
California
$1.19M +$168K +874 +16%
FTC
927
Farmers Trust Company
Ohio
$1.19M
BG
928
Bahl & Gaynor
Ohio
$1.18M -$169K -880 -13%
SP
929
Symmetry Partners
Connecticut
$1.17M -$151K -784 -11%
CG
930
Caprock Group
Idaho
$1.16M -$67.4K -351 -5%
MFG
931
MidWestOne Financial Group
Iowa
$1.16M -$195K -1,015 -14%
APW
932
Aurora Private Wealth
New Jersey
$1.16M -$26.5K -138 -2%
JIP
933
Jaffetilchin Investment Partners
Florida
$1.16M -$35.9K -187 -3%
GI
934
GAMCO Investors
Connecticut
$1.15M +$70.8K +369 +7%
FI
935
Fosun International
China
$1.15M +$344K +1,740 +43%
PA
936
PSI Advisors
Florida
$1.14M +$576K +3,002 +102%
KMWM
937
Keudell/Morrison Wealth Management
Oregon
$1.14M +$31.7K +165 +3%
BMC
938
Beaton Management Company
Massachusetts
$1.13M
SB
939
Sunflower Bank
Texas
$1.13M -$29.8K -155 -3%
CGL
940
Clarius Group LLC
Washington
$1.13M +$14.6K +76 +1%
CPO
941
Cerity Partners OCIO
New York
$1.11M +$89.6K +467 +9%
BRWM
942
B. Riley Wealth Management
Tennessee
$1.11M +$1.11M +5,767 New
DPIM
943
Duff & Phelps Investment Management
Illinois
$1.1M -$24K -125 -2%
ED
944
Exane Derivatives
France
$1.1M +$192 +1 +0%
LS
945
Livforsakringsbolaget Skandia
Sweden
$1.1M -$211K -1,100 -16%
EHC
946
Everett Harris & Co
California
$1.1M
CIP
947
Convergence Investment Partners
Florida
$1.09M -$427K -2,225 -28%
PAMP
948
Polar Asset Management Partners
Ontario, Canada
$1.09M -$408K -2,124 -27%
BSA
949
Braun Stacey Associates
New York
$1.09M -$18.9M -98,452 -95%
PIM
950
Penobscot Investment Management
Massachusetts
$1.09M