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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 %
FCFS
1201
First Command Financial Services
Texas
$593K -$10.2K -53 -2%
FCB
1202
First Command Bank
Texas
$593K -$10.2K -53 -2%
S
1203
Seeyond
France
$587K -$1.01M -5,258 -63%
NG
1204
Northstar Group
New York
$587K +$15.6K +81 +3%
HWAM
1205
Hennion & Walsh Asset Management
New Jersey
$587K +$156K +810 +36%
KFS
1206
Kurt F. Somerville
$585K -$14.4K -75 -2%
RB
1207
Rodgers Brothers
Pennsylvania
$585K
TA
1208
Tiedemann Advisors
New York
$584K -$58.2K -303 -9%
RMCM
1209
Reynders McVeigh Capital Management
Massachusetts
$584K -$25K -130 -4%
VCM
1210
Vigilant Capital Management
Maine
$584K +$14.4K +75 +3%
PCM
1211
Prelude Capital Management
New York
$583K -$2.26M -11,772 -79%
TCWM
1212
Total Clarity Wealth Management
Illinois
$583K -$8.25K -43 -1%
IA
1213
IFG Advisory
Georgia
$583K +$10.8K +56 +2%
NG
1214
NWK Group
California
$580K -$3.18M -16,568 -85%
PFM
1215
Parsec Financial Management
North Carolina
$580K +$53.3K +254 +10%
Los Angeles Capital Management
1216
Los Angeles Capital Management
California
$577K -$1.74M -9,064 -75%
DA
1217
DCM Advisors
New York
$577K -$746K -3,889 -56%
BJL
1218
Brighton Jones LLC
Washington
$577K +$6.92K +36 +1%
SG
1219
StoneX Group
New York
$576K -$2.41M -12,547 -81%
CCG
1220
Ceeto Capital Group
Florida
$576K
SACTSONJ
1221
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$576K
NIPH
1222
NN Investment Partners Holdings
Netherlands
$576K
MLFP
1223
MPS Loria Financial Planners
Illinois
$576K +$18.8K +98 +3%
PAMG
1224
Patton Albertson Miller Group
Tennessee
$576K +$69.1K +360 +14%
NB
1225
Nicolet Bankshares
Wisconsin
$574K -$102K -529 -15%