CAT icon

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 %
SFSG
1251
Sound Financial Strategies Group
Mississippi
$546K +$2.5K +13 +0.5%
CIS
1252
Capital International Sarl
California
$544K -$36.9K -192 -6%
THWM
1253
Taylor Hoffman Wealth Management
Virginia
$544K -$18.3K -94 -3%
V
1254
VeraBank
Texas
$544K
MBTD
1255
Mechanics Bank - Trust Department
California
$543K
SCA
1256
Sippican Capital Advisors
Massachusetts
$538K -$38.4K -200 -7%
PC
1257
Peavine Capital
Nevada
$538K
FFS
1258
Founders Financial Securities
Maryland
$538K +$1.73K +9 +0.3%
SNB
1259
Security National Bank
Nebraska
$537K
CAM
1260
CenterStar Asset Management
Illinois
$537K
GWM
1261
Gray Wealth Management
Maine
$534K -$4.61K -24 -0.9%
MFS
1262
Mirabella Financial Services
United Kingdom
$534K +$534K +2,784 New
CIC
1263
Crawford Investment Counsel
Georgia
$532K -$50.2K -262 -9%
GIA
1264
Gladstone Institutional Advisory
Florida
$529K -$514K -2,676 -49%
SC
1265
SouthState Corp
Florida
$529K -$64.8K -337 -11%
CCM
1266
Covington Capital Management
California
$529K -$18K -94 -3%
BMC
1267
Benin Management Corp
Connecticut
$529K
KFA
1268
Krane Funds Advisors
New York
$529K +$38.6K +201 +8%
LC
1269
Landaas & Company
Wisconsin
$528K
APG
1270
Abacus Planning Group
South Carolina
$528K
TFA
1271
Toth Financial Advisory
Virginia
$528K +$20.9K +109 +4%
5L
1272
55I LLC
Massachusetts
$527K +$59.1K +308 +13%
CFA
1273
Capstone Financial Advisors
Illinois
$521K
PP
1274
PrairieView Partners
Minnesota
$521K +$2.3K +12 +0.4%
LA
1275
Latitude Advisors
Florida
$518K +$239K +1,244 +86%