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 %
BCWM
1301
Bartlett & Co Wealth Management
Ohio
$488K -$3.26K -17 -0.7%
SFA
1302
Source Financial Advisors
New York
$487K -$7.48K -39 -2%
P
1303
Pitcairn
Pennsylvania
$486K -$6.91K -36 -1%
FMW
1304
Farr Miller & Washington
District of Columbia
$486K +$21.5K +112 +5%
OSNBOA
1305
Old Second National Bank of Aurora
Illinois
$485K
CAM
1306
Cozad Asset Management
Illinois
$484K -$56.6K -295 -10%
9WM
1307
9258 Wealth Management
Ohio
$484K -$4.22K -22 -0.9%
CAM
1308
Carret Asset Management
New York
$482K +$5.76K +30 +1%
BWA
1309
Bordeaux Wealth Advisors
California
$480K
IFG
1310
Investors Financial Group
Minnesota
$477K -$7.48K -39 -2%
1WA
1311
180 Wealth Advisors
Washington
$476K +$33.3K +167 +8%
RW
1312
Rede Wealth
Virginia
$475K -$38.4K -200 -7%
EAM
1313
Evanson Asset Management
California
$474K
FCFC
1314
First Citizens Financial Corp
Iowa
$473K -$53.1K -277 -10%
TFO
1315
Tarbox Family Office
California
$473K -$576 -3 -0.1%
HBT
1316
Hills Bank & Trust
Iowa
$473K
TAM
1317
Trillium Asset Management
Massachusetts
$472K -$192 -1 -0%
RCM
1318
Requisite Capital Management
Texas
$471K +$48K +250 +11%
Jones Financial Companies
1319
Jones Financial Companies
Missouri
$470K +$3.84K +20 +0.8%
FIA
1320
Foundations Investment Advisors
Arizona
$467K +$67.6K +351 +17%
ACM
1321
Aljian Capital Management
Nevada
$465K -$19.4K -100 -4%
AL
1322
Aspiriant LLC
California
$465K +$767 +4 +0.2%
AP
1323
Appleton Partners
Massachusetts
$464K +$107K +558 +30%
MAM
1324
Morse Asset Management
Connecticut
$463K -$754K -3,931 -62%
CIC
1325
Carnegie Investment Counsel
Ohio
$462K +$38.4K +200 +9%