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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 %
CS
1126
Capital Square
Tennessee
$696K +$393K +2,025 +130%
AC
1127
Applied Capital
Arkansas
$694K +$4.03K +21 +0.6%
CG
1128
Cynosure Group
Utah
$691K
JWCA
1129
J.W. Coons Advisors
Ohio
$688K -$187K -970 -21%
SAM
1130
SignalPoint Asset Management
Missouri
$688K +$15.6K +81 +2%
GC
1131
Gilbert & Cook
Iowa
$687K +$100K +523 +17%
WLIM
1132
White Lighthouse Investment Management
Massachusetts
$686K
TAM
1133
Taurus Asset Management
New York
$683K
HI
1134
Horizon Investments
North Carolina
$681K -$62.6K -328 -8%
MF
1135
Montis Financial
Massachusetts
$681K +$966 +5 +0.1%
DBIA
1136
Dumont & Blake Investment Advisors
New Jersey
$681K +$7.68K +40 +1%
AAM
1137
Auxier Asset Management
Oregon
$680K
FMB
1138
Field & Main Bank
Kentucky
$680K +$22.1K +115 +3%
RCAG
1139
Rehmann Capital Advisory Group
Michigan
$680K +$29.2K +153 +4%
MBT
1140
Montecito Bank & Trust
California
$679K
BRM
1141
Boston Research & Management
Massachusetts
$679K
FFG
1142
Fortem Financial Group
California
$676K
HWA
1143
HHM Wealth Advisors
Tennessee
$675K
CFS
1144
CRA Financial Services
New Jersey
$674K
TCB
1145
Texas Capital Bancshares
Texas
$674K
GG
1146
Gleason Group
Kentucky
$672K +$3.65K +19 +0.5%
AA
1147
Ancora Advisors
Ohio
$672K +$189K +985 +39%
QCIG
1148
Quad-Cities Investment Group
Iowa
$671K
FIM
1149
Fernwood Investment Management
Massachusetts
$671K +$30.1K +157 +5%
COF
1150
Capital One Financial
Virginia
$670K -$15.9K -83 -2%