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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 %
TTWM
1376
TCV Trust & Wealth Management
Virginia
$413K +$413K +2,149 New
FFC
1377
First Financial Corp
Indiana
$412K +$96K +500 +30%
PFBT
1378
Parkside Financial Bank & Trust
Missouri
$411K -$1.73K -9 -0.4%
ACM
1379
Ategra Capital Management
Virginia
$410K
HFG
1380
Heron Financial Group
New York
$410K +$960 +5 +0.2%
SMF
1381
Sterling Manor Financial
New York
$409K -$23.4K -122 -5%
NEWAS
1382
N.E.W. Advisory Services
Wisconsin
$409K +$29.4K +153 +8%
RWP
1383
Ridgecrest Wealth Partners
California
$408K +$173K +900 +73%
BHB
1384
Bank Hapoalim BM
Israel
$407K +$15.4K +80 +4%
NPPM
1385
North Point Portfolio Managers
Ohio
$406K -$192K -1,000 -32%
AIM
1386
Avity Investment Management
Connecticut
$406K +$35.1K +183 +9%
BFPW
1387
BOK Financial Private Wealth
Colorado
$406K +$65.3K +340 +19%
BBNA
1388
Bremer Bank National Association
Minnesota
$406K +$84K +437 +26%
FAFN
1389
First Affirmative Financial Network
Colorado
$406K +$406K +2,115 New
BB
1390
Berkshire Bank
Massachusetts
$405K -$2.88K -15 -0.7%
SAF
1391
Smith Anglin Financial
Texas
$404K +$768 +4 +0.2%
TAM
1392
Townsend Asset Management
North Carolina
$404K +$9.97K +52 +3%
ER
1393
Enlightenment Research
Florida
$403K -$1.07M -5,600 -73%
E
1394
Ergoteles
New York
$401K +$401K +2,087 New
SIAP
1395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$400K +$192 +1 +0%
VI
1396
Versor Investments
New York
$399K -$1.92K -10 -0.5%
WFMPM
1397
Woodley Farra Manion Portfolio Management
Indiana
$399K +$31.7K +165 +9%
CCA
1398
Childress Capital Advisors
Texas
$399K +$118K +614 +42%
IF
1399
Intrua Financial
Texas
$397K +$39.1K +199 +11%
GWM
1400
Greenwich Wealth Management
Connecticut
$396K +$131K +680 +49%