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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 %
RPC
1276
Rossmore Private Capital
Connecticut
$517K
SB
1277
Strategic Blueprint
Georgia
$515K -$15K -78 -3%
AA
1278
AF Advisors
California
$514K -$119K -620 -19%
OWM
1279
Opes Wealth Management
California
$512K
SAM
1280
Seelaus Asset Management
New Jersey
$511K -$5.76K -30 -1%
EFSCE
1281
Enterprise Financial Services Corp (EFSC)
Missouri
$511K +$374K +1,949 +274%
SS
1282
Simplicity Solutions
Minnesota
$510K +$31.1K +162 +6%
NSAM
1283
North Star Asset Management
Wisconsin
$506K -$83.5K -435 -14%
TCA
1284
Transcend Capital Advisors
New Jersey
$505K +$41.7K +209 +9%
SVWAG
1285
Sound View Wealth Advisors Group
Georgia
$504K +$21.5K +112 +4%
WCM
1286
Windsor Capital Management
Arizona
$502K
BONST
1287
Bank of Nova Scotia Trust
Ontario, Canada
$499K -$192 -1 -0%
LSV Asset Management
1288
LSV Asset Management
Illinois
$499K
DI
1289
Diligent Investors
California
$499K
PIM
1290
Perpetual Investment Management
Australia
$499K
KPW
1291
Kore Private Wealth
New York
$498K +$192 +1 +0%
MA
1292
MONECO Advisors
Connecticut
$498K +$152K +792 +44%
HWA
1293
Heritage Wealth Advisors
Virginia
$496K +$5.76K +30 +1%
PAA
1294
Peregrine Asset Advisers
Oregon
$496K -$39.9K -208 -7%
FNBSF
1295
First National Bank Sioux Falls
South Dakota
$492K
TC
1296
TwinBeech Capital
New York
$492K +$492K +2,561 New
FHA
1297
Flagship Harbor Advisors
Massachusetts
$491K
BAM
1298
Barrett Asset Management
New York
$490K
CWM
1299
Cornerstone Wealth Management
Missouri
$489K +$61.6K +321 +14%
BC
1300
Bartlett & Co
Ohio
$488K -$3.27K -17 -0.7%