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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 %
CBT
1001
CoreFirst Bank & Trust
Kansas
$936K
MFG
1002
Menard Financial Group
Texas
$935K +$130K +676 +16%
LWAM
1003
Legacy Wealth Asset Management
Minnesota
$934K +$3.84K +20 +0.4%
LWAC
1004
Laurel Wealth Advisors (California)
California
$932K +$216K +1,126 +30%
RCM
1005
RNC Capital Management
California
$931K +$59.5K +310 +7%
NQWM
1006
Northwest Quadrant Wealth Management
Oregon
$930K -$11.3K -57 -1%
RA
1007
RFG Advisory
Alabama
$930K -$8.64K -45 -0.9%
IHL
1008
Investment House LLC
California
$927K -$245K -1,278 -21%
ISL
1009
Ingalls & Snyder LLC
New York
$927K -$79.7K -415 -8%
SFG
1010
Summit Financial Group
West Virginia
$924K -$8.64K -45 -0.9%
PIMG
1011
Patriot Investment Management Group
Tennessee
$924K +$23.2K +121 +3%
FF
1012
FourThought Financial
Florida
$921K -$15K -78 -2%
JSC
1013
Jackson Square Capital
California
$920K -$128K -667 -12%
FANJ
1014
Financial Architects (New Jersey)
New Jersey
$908K -$186K -970 -17%
GC
1015
Garde Capital
Washington
$907K
EIA
1016
Eldridge Investment Advisors
New Hampshire
$905K
SIM
1017
Sonora Investment Management
Arizona
$904K +$63.6K +331 +8%
NA
1018
Navellier & Associates
Nevada
$902K -$5.63M -29,314 -86%
RWA
1019
River Wealth Advisors
Pennsylvania
$902K -$6.53K -34 -0.7%
B
1020
Barings
North Carolina
$900K +$391K +2,036 +77%
NL
1021
NWAM LLC
Washington
$892K +$105K +547 +13%
FAM
1022
Flaharty Asset Management
Florida
$890K -$15.4K -80 -2%
AWA
1023
Arkadios Wealth Advisors
Georgia
$885K -$47.8K -249 -5%
AIS
1024
AM Investment Strategies
Tennessee
$883K +$14.4K +75 +2%
ACG
1025
Allen Capital Group
Nebraska
$883K +$46.4K +242 +6%