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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 %
VRM
1226
Vectors Research Management
New York
$574K -$38.4K -200 -6%
HC
1227
HNP Capital
New York
$574K -$38.4K -200 -6%
SGK
1228
Steigerwald Gordon & Koch
Virginia
$571K +$27.6K +144 +5%
LOPW
1229
Live Oak Private Wealth
North Carolina
$568K
HIS
1230
Harvest Investment Services
Illinois
$568K +$15.5K +81 +3%
EN1L
1231
Engine No 1 LLC
California
$568K +$233K +1,214 +70%
AIC
1232
Archer Investment Corporation
Indiana
$567K
QCG
1233
Quadrant Capital Group
Ohio
$566K +$33.4K +174 +6%
MWM
1234
Mission Wealth Management
California
$564K -$52.2K -272 -8%
IWA
1235
Intercontinental Wealth Advisors
Texas
$564K
FC
1236
Ferris Capital
Massachusetts
$562K +$562K +2,693 New
LSA
1237
Lion Street Advisors
Texas
$561K +$523K +2,729 +1,365%
XF
1238
XML Financial
Maryland
$559K +$81.2K +423 +17%
MW
1239
Marcum Wealth
Ohio
$559K +$258K +1,345 +86%
IA
1240
Insight Advisors
Pennsylvania
$558K +$11.6K +57 +2%
SHWM
1241
Silicon Hills Wealth Management
Texas
$557K +$557K +2,899 New
CHJWM
1242
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K +$179K +835 +48%
PWM
1243
Perigon Wealth Management
California
$553K +$3.65K +19 +0.7%
GP
1244
Girard Partners
Pennsylvania
$553K +$117K +609 +27%
CW
1245
CreativeOne Wealth
Kansas
$549K -$12.3K -64 -2%
BFM
1246
Boston Financial Management
Massachusetts
$549K +$49.7K +259 +10%
MHIC
1247
Marble Harbor Investment Counsel
Massachusetts
$548K
CAMG
1248
CWA Asset Management Group
Florida
$548K +$22.8K +119 +4%
HWA
1249
HCR Wealth Advisors
California
$547K
SIM
1250
Stratos Investment Management
Ohio
$547K +$267K +1,389 +95%