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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 %
IWA
1076
IVC Wealth Advisors
Pennsylvania
$789K +$33.8K +176 +4%
FCA
1077
FinTrust Capital Advisors
South Carolina
$787K +$47.4K +247 +6%
DAS
1078
Dynamic Advisor Solutions
Arizona
$786K +$94.6K +493 +14%
WDC
1079
Woodward Diversified Capital
California
$785K +$41.1K +214 +6%
MCM
1080
Manchester Capital Management
Vermont
$784K +$19.8K +103 +3%
KFA
1081
Kelleher Financial Advisors
New York
$784K +$421K +2,193 +116%
MJP
1082
Michael J. Puzo
$782K -$38.4K -200 -5%
CIM
1083
CIM Investment Management
Pennsylvania
$782K -$4.41K -23 -0.6%
CNFG
1084
Creegan & Nassoura Financial Group
New Hampshire
$782K
CST
1085
Charles Schwab Trust
Nevada
$782K
SC
1086
Solstein Capital
California
$782K +$192K +1,000 +33%
BIM
1087
Bridges Investment Management
Nebraska
$778K -$7.68K -40 -1%
BTWM
1088
Baker Tilly Wealth Management
Wisconsin
$777K -$2.5K -13 -0.3%
First Manhattan
1089
First Manhattan
New York
$775K +$83.7K +436 +12%
DHFB
1090
Dixon Hubard Feinour & Brown
Virginia
$768K -$19.2K -100 -2%
WAM
1091
Werlinich Asset Management
Connecticut
$763K +$6.72K +35 +0.9%
AIM
1092
Aspen Investment Management
Michigan
$761K -$257K -1,337 -25%
FHB
1093
First Hawaiian Bank
Hawaii
$761K -$80.4K -419 -10%
CFN
1094
Cordasco Financial Network
Florida
$761K +$22.5K +117 +3%
CC
1095
Courier Capital
New York
$760K +$192 +1 +0%
WPW
1096
Waldron Private Wealth
Pennsylvania
$756K +$142K +740 +23%
FC
1097
FORA Capital
Florida
$756K +$756K +3,937 New
O
1098
Ossiam
France
$755K -$23.5M -122,500 -97%
IC
1099
Intersect Capital
California
$753K -$62.4K -325 -8%
4WM
1100
44 Wealth Management
Oregon
$748K +$191K +997 +34%