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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 %
WC
1101
Westhampton Capital
North Carolina
$742K +$43.2K +225 +6%
ANRIA
1102
American National Registered Investment Advisor
Texas
$740K -$4.99K -26 -0.7%
SFG
1103
SNS Financial Group
Minnesota
$738K -$2.11K -11 -0.3%
LNWTC
1104
Laird Norton Wetherby Trust Company
Washington
$737K +$24.7K +129 +3%
XWM
1105
Xcel Wealth Management
Florida
$736K
VWA
1106
Visionary Wealth Advisors
Illinois
$732K +$67.4K +351 +10%
ESCM
1107
Echo Street Capital Management
New York
$732K +$96.8K +504 +15%
UAML
1108
US Asset Management LLC
Pennsylvania
$730K +$730K +3,805 New
HH
1109
Hilltop Holdings
Texas
$728K -$21.7K -113 -3%
HW
1110
Hancock Whitney
Mississippi
$725K -$49.1K -256 -6%
NP
1111
NorthRock Partners
Minnesota
$723K +$127K +627 +21%
RBFC
1112
Roman Butler Fullerton & Co
Missouri
$722K +$198 +1 +0%
GI
1113
Gradient Investments
Minnesota
$720K +$6.14K +32 +0.9%
LTI
1114
Laffer Tengler Investments
Tennessee
$713K +$454K +2,365 +175%
RSWM
1115
Robertson Stephens Wealth Management
California
$712K +$38.4K +200 +6%
1WM
1116
1900 Wealth Management
Texas
$711K
EGA
1117
E&G Advisors
Texas
$710K +$710K +3,700 New
GWSG
1118
GPS Wealth Strategies Group
Colorado
$709K +$20.9K +109 +3%
ATPW
1119
Ashton Thomas Private Wealth
Arizona
$706K +$29.6K +154 +4%
FLPIM
1120
F.L. Putnam Investment Management
Massachusetts
$705K -$159K -829 -18%
CWM
1121
Circle Wealth Management
New Jersey
$705K
CCB
1122
Cutter & Co Brokerage
Missouri
$703K +$192 +1 +0%
BP
1123
Ballentine Partners
Massachusetts
$697K -$9.2K -48 -1%
SWA
1124
Stratos Wealth Advisors
Ohio
$697K -$384 -2 -0.1%
DIM
1125
Delta Investment Management
California
$697K +$2.88K +15 +0.4%