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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 %
PFT
1026
Providence First Trust
Arizona
$879K
WANY
1027
Wealthspire Advisors (New York)
New York
$879K +$509K +2,654 +138%
OIA
1028
Optimum Investment Advisors
Illinois
$873K -$206K -1,075 -19%
BA
1029
Birinyi Associates
Connecticut
$863K -$192K -1,000 -18%
IWM
1030
IHT Wealth Management
Illinois
$859K -$536K -2,788 -38%
BAM
1031
Blueshift Asset Management
New Jersey
$858K -$70.6K -368 -8%
EWA
1032
EP Wealth Advisors
California
$858K -$4.03K -21 -0.5%
WR
1033
WD Rutherford
Oregon
$858K +$125K +650 +17%
NFG
1034
Nations Financial Group
Iowa
$857K +$26.5K +138 +3%
WOC
1035
West Oak Capital
California
$856K
CAG
1036
Csenge Advisory Group
Florida
$855K -$116K -598 -12%
OWIM
1037
Old West Investment Management
California
$855K
WSCM
1038
Wellington Shields Capital Management
New York
$854K -$288K -1,500 -25%
WC
1039
Woodstock Corp
Massachusetts
$851K -$95.9K -500 -10%
PPW
1040
Parcion Private Wealth
Washington
$847K -$22.7K -114 -3%
BFO
1041
Biltmore Family Office
North Carolina
$847K
IP
1042
Investment Partners
Ohio
$845K +$1.15K +6 +0.1%
EWM
1043
Empirical Wealth Management
Washington
$843K +$125K +650 +17%
TAIM
1044
TD Ameritrade Investment Management
Nebraska
$839K +$268K +1,793 +47%
HI
1045
HBK Investments
Texas
$838K -$341K -1,777 -29%
BHBT
1046
Burke & Herbert Bank & Trust
Virginia
$835K -$1.92K -10 -0.2%
CCG
1047
Cypress Capital Group
Florida
$826K +$5.57K +29 +0.7%
RM
1048
Resource Management
Louisiana
$825K -$76.4K -398 -8%
SIA
1049
Sit Investment Associates
Minnesota
$825K -$8.83K -46 -1%
SIM
1050
Sentry Investment Management
Wisconsin
$824K -$275K -1,432 -25%