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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 %
TC
1051
Trust Company
Kansas
$822K -$1.34K -7 -0.2%
KFS
1052
Kaizen Financial Strategies
California
$822K +$822K +4,283 New
BPC
1053
Banque Pictet & Cie
Switzerland
$821K
OPS
1054
Orion Portfolio Solutions
Nebraska
$819K -$288K -1,501 -26%
MOS
1055
MGO One Seven
Ohio
$816K -$612 -3 -0.1%
IGGA
1056
Iron Gate Global Advisors
Utah
$809K +$729K +38,019 +907%
MFA
1057
Mayflower Financial Advisors
Massachusetts
$808K +$8.45K +42 +1%
RWP
1058
RWA Wealth Partners
Massachusetts
$808K +$9.03K +47 +1%
JWA
1059
JFS Wealth Advisors
Pennsylvania
$808K +$250K +1,305 +45%
KA
1060
Kercheville Advisors
Texas
$806K +$5.76K +30 +0.7%
SC
1061
Saybrook Capital
North Carolina
$806K +$38.4K +200 +5%
1832 Asset Management
1062
1832 Asset Management
Ontario, Canada
$805K +$801K +4,027 +20,135%
FCIM
1063
Fairview Capital Investment Management
California
$804K +$5.37K +28 +0.7%
LF
1064
Lantz Financial
Illinois
$802K +$192 +1 +0%
CB
1065
Cadence Bank
Mississippi
$801K
SAA
1066
Southeast Asset Advisors
Georgia
$801K +$11.5K +60 +1%
CRC
1067
Curi RMB Capital
Illinois
$800K -$233K -1,213 -23%
RIA
1068
Realta Investment Advisors
Delaware
$799K -$15K -78 -2%
SWA
1069
Sutton Wealth Advisors
Florida
$797K
BHIA
1070
Birch Hill Investment Advisors
Massachusetts
$794K
CC
1071
Chicago Capital
Illinois
$794K
WA
1072
Waverly Advisors
Alabama
$793K +$1.67K +8 +0.2%
CIAS
1073
Capital Investment Advisory Services
North Carolina
$793K +$29.4K +153 +4%
HVIA
1074
Hudson Valley Investment Advisors
New York
$793K +$35.7K +186 +5%
TPWA
1075
TRUE Private Wealth Advisors
Oregon
$791K +$24K +125 +3%