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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 %
CFG
1351
Cooper Financial Group
California
$436K +$3.84K +20 +0.9%
SAMT
1352
Select Asset Management & Trust
Pennsylvania
$436K +$436K +2,272 New
AWP
1353
Abacus Wealth Partners
California
$436K +$48.8K +254 +13%
FC
1354
Forte Capital
New York
$434K -$768 -4 -0.2%
GB
1355
Goepper Burkhardt
South Carolina
$434K
WA1
1356
Wimmer Associates 1
California
$434K +$6.72K +35 +2%
GAB
1357
German American Bancorp
Indiana
$433K +$961 +5 +0.2%
PTP
1358
Platform Technology Partners
New York
$433K +$6.72K +35 +2%
LCM
1359
LVM Capital Management
Michigan
$432K +$4.8K +25 +1%
CG
1360
Corundum Group
Colorado
$430K +$59.9K +312 +16%
SS
1361
Sunbelt Securities
Texas
$429K
KFP
1362
KMG Fiduciary Partners
Ohio
$429K +$85.3K +445 +25%
ECM
1363
Evergreen Capital Management
Washington
$428K +$23K +120 +6%
FHC
1364
First Heartland Consultants
Missouri
$424K +$31.7K +165 +8%
MCM
1365
Maryland Capital Management
Maryland
$423K -$49.2K -256 -10%
AWM
1366
Aberdeen Wealth Management
Illinois
$422K
TWM
1367
Tolleson Wealth Management
Texas
$422K
KA
1368
Kozak & Associates
Colorado
$419K +$419K +2,015 New
DE
1369
Day & Ennis
Georgia
$418K +$384 +2 +0.1%
LFF
1370
Level Four Financial
Texas
$417K -$65.3K -340 -14%
DTC
1371
Davidson Trust Company
Washington
$417K
CPA
1372
Capital Planning Advisors
California
$416K
FSC
1373
Full Sail Capital
Oklahoma
$415K +$41.3K +215 +11%
AMG
1374
Advisors Management Group
Wisconsin
$414K +$768 +4 +0.2%
RFN
1375
RDA Financial Network
Iowa
$413K +$72.4K +377 +21%