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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 %
KWMG
1176
King Wealth Management Group
Florida
$624K +$8.07K +42 +1%
TC
1177
TownSquare Capital
Utah
$623K +$959 +5 +0.2%
RFM
1178
Royal Fund Management
Florida
$621K +$6.34K +33 +1%
MCP
1179
Mirador Capital Partners
California
$621K +$26.9K +140 +5%
BAMF
1180
BI Asset Management Fondsmaeglerselskab
Denmark
$618K +$136K +707 +28%
GSWM
1181
Golden State Wealth Management
California
$616K -$5.18K -27 -0.8%
MA
1182
Mosaic Advisors
Texas
$615K -$53.5K -279 -8%
JF
1183
Jump Financial
Illinois
$614K -$781K -4,068 -56%
SCA
1184
Stonebridge Capital Advisors
Minnesota
$614K -$551K -2,870 -47%
CGH
1185
CMG Global Holdings
Texas
$614K -$7.49K -39 -1%
FMN
1186
Financial Management Network
California
$613K -$8.5K -44 -1%
WP
1187
WealthSource Partners
California
$613K +$167K +872 +38%
PP
1188
Patten & Patten
Tennessee
$608K +$20.7K +108 +4%
WCWM
1189
Willow Creek Wealth Management
California
$603K
TFS
1190
Thoroughbred Financial Services
Tennessee
$602K +$178K +930 +42%
FFA
1191
Founders Financial Alliance
North Carolina
$601K +$6.14K +32 +1%
VCM
1192
Virtue Capital Management
Tennessee
$600K -$22.1K -115 -4%
SIG
1193
Sargent Investment Group
Maryland
$600K +$135K +703 +29%
LA
1194
LexAurum Advisors
Kansas
$599K +$576 +3 +0.1%
FB
1195
Fulton Bank
Pennsylvania
$598K -$11.1K -58 -2%
BCA
1196
Bay Colony Advisors
Massachusetts
$597K -$141K -736 -19%
QPWM
1197
Quadrant Private Wealth Management
Pennsylvania
$597K -$8.45K -44 -1%
AF
1198
Affiance Financial
Minnesota
$597K
CB
1199
CNB Bank
Pennsylvania
$596K
MC
1200
Machina Capital
France
$595K +$173K +900 +41%