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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 %
WP
1151
WMS Partners
Maryland
$667K -$14.2K -74 -2%
CHA
1152
Carmichael Hill & Associates
Maryland
$666K +$6.72K +35 +1%
SEC
1153
Seven Eight Capital
New York
$663K -$1.43M -7,439 -68%
PWPS
1154
Pinnacle Wealth Planning Services
Ohio
$660K +$17.1K +89 +3%
RMDI
1155
R.M. Davis Inc
Maine
$659K -$6.72K -35 -1%
SAM
1156
Sawgrass Asset Management
Florida
$658K -$369K -1,920 -36%
BA
1157
Ballast Advisors
Minnesota
$658K
TYCC
1158
Texas Yale Capital Corp
Florida
$655K +$14.4K +75 +2%
TNB
1159
Thomasville National Bank
Georgia
$654K -$3.07K -16 -0.5%
SFS
1160
Summit Financial Strategies
Ohio
$654K +$6.91K +36 +1%
CWM
1161
Concentric Wealth Management
California
$653K
CRIG
1162
Charter Research & Investment Group
Connecticut
$653K
CT
1163
Cambridge Trust
Massachusetts
$652K -$27.3K -142 -4%
AWA
1164
Arete Wealth Advisors
Illinois
$648K +$54.3K +283 +9%
SFA
1165
Souders Financial Advisors
Ohio
$648K +$648K +3,375 New
YIH
1166
Y-Intercept (HK)
Hong Kong
$645K +$645K +3,360 New
ITIM
1167
Indiana Trust & Investment Management
Indiana
$642K -$9.98K -52 -2%
WA
1168
Wealth Architects
California
$642K +$16.9K +88 +3%
JAG
1169
Journey Advisory Group
Kentucky
$641K -$107K -560 -14%
IIC
1170
Ironwood Investment Counsel
Arizona
$639K +$960 +5 +0.2%
WMP
1171
Wealth Management Partners
Arizona
$630K +$48K +250 +8%
BCA
1172
Berman Capital Advisors
Georgia
$628K +$52.6K +274 +9%
IAIM
1173
International Assets Investment Management
Florida
$628K +$210K +1,094 +50%
AP
1174
Atwood & Palmer
Missouri
$627K +$14.4K +75 +2%
CCFCSB
1175
Cape Cod Five Cents Savings Bank
Massachusetts
$626K +$44K +229 +8%