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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 %
ZB
976
Zions Bancorporation
Utah
$1.03M +$59.5K +310 +6%
TI
977
Tidal Investments
Wisconsin
$1.03M +$197K +1,026 +24%
CCA
978
Checchi Capital Advisers
California
$1.03M -$192 -1 -0%
QFA
979
Quattro Financial Advisors
Texas
$1.02M
TWP
980
Tempus Wealth Planning
California
$1.02M
CL
981
CPWM LLC
Washington
$1.01M -$6.15K -32 -0.6%
ClearBridge Investments
982
ClearBridge Investments
New York
$1.01M +$213K +1,110 +27%
IFWM
983
Institute for Wealth Management
Colorado
$1M -$24.4K -127 -2%
CAM
984
Costello Asset Management
Pennsylvania
$998K -$13.6K -71 -1%
KA
985
Kovack Advisors
Florida
$998K +$57.2K +298 +6%
IA
986
Inspire Advisors
Idaho
$994K +$58.9K +307 +6%
SFG
987
SevenBridge Financial Group
Pennsylvania
$989K -$25K -130 -2%
HI
988
Hoey Investments
Pennsylvania
$987K -$1.25M -6,535 -56%
DCM
989
Dupont Capital Management
Delaware
$986K -$841K -4,382 -46%
CFD
990
Creative Financial Designs
Indiana
$986K +$80.6K +420 +9%
TNBTD
991
Trustmark National Bank Trust Department
Mississippi
$984K -$96.4K -502 -9%
BCM
992
Bluefin Capital Management
New York
$983K +$983K +5,121 New
HIIFS
993
Harel Insurance Investments & Financial Services
Israel
$979K -$1.27M -6,608 -56%
SCM
994
Schnieders Capital Management
California
$977K -$35.1K -183 -3%
TMAM
995
Tokio Marine Asset Management
Japan
$964K -$125K -651 -11%
HA
996
HYA Advisors
Missouri
$964K +$24.7K +128 +3%
GL
997
Graypoint LLC
New York
$959K +$10.7K +56 +1%
HCA
998
Heck Capital Advisors
Wisconsin
$945K -$9.79K -51 -1%
RWM
999
Ritholtz Wealth Management
New York
$942K -$5.57K -29 -0.6%
ACWM
1000
Adams Chetwood Wealth Management
North Carolina
$937K