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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 %
BC
1326
Barnett & Company
Tennessee
$461K -$240K -1,250 -34%
FNBOH
1327
First National Bank of Hutchinson
Kansas
$459K +$3.26K +17 +0.7%
BST
1328
Bath Savings Trust
Maine
$459K +$19.2K +100 +4%
CWM
1329
Cahaba Wealth Management
Georgia
$459K +$459K +2,395 New
AWM
1330
Accurate Wealth Management
Florida
$457K +$38.9K +200 +9%
PCP
1331
Proficio Capital Partners
Massachusetts
$456K -$11.7K -61 -3%
AG
1332
AIA Group
Hong Kong
$456K +$149K +777 +49%
VCAM
1333
Van Cleef Asset Management
Ohio
$455K -$197K -1,025 -30%
PFGIA
1334
Patriot Financial Group Insurance Agency
Massachusetts
$453K +$67.5K +352 +18%
FWP
1335
FAS Wealth Partners
Kansas
$453K +$76.8K +400 +20%
GAMC
1336
Garner Asset Management Corp
Texas
$453K +$110K +571 +32%
CANY
1337
Caxton Associates (New York)
New York
$451K +$266K +1,385 +144%
SWP
1338
Summit Wealth Partners
Florida
$450K +$76.8K +400 +21%
ACS
1339
Archford Capital Strategies
Illinois
$447K -$3.46K -18 -0.8%
NAS
1340
Nicolet Advisory Services
Wisconsin
$447K +$104K +536 +30%
LC
1341
LCNB Corp
Ohio
$446K -$8.63K -45 -2%
MA
1342
Montag & Associates
Georgia
$444K -$57.5K -300 -11%
AWA
1343
Acorn Wealth Advisors
Michigan
$443K -$10.2K -53 -2%
TCMP
1344
Thrive Capital Management (Pennsylvania)
Pennsylvania
$442K -$15.2K -79 -3%
RIM
1345
Regent Investment Management
Kentucky
$442K
ZF
1346
Zhang Financial
Michigan
$442K +$23.4K +122 +6%
HIA
1347
Harbor Investment Advisory
Maryland
$441K -$38.4K -200 -8%
MG
1348
Mather Group
Illinois
$440K -$8.25K -43 -2%
SFP
1349
Shepherd Financial Partners
Massachusetts
$440K +$11.1K +58 +3%
DAM
1350
Derbend Asset Management
Georgia
$438K -$95.7K -499 -18%