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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 %
TFA
1401
Teamwork Financial Advisors
Texas
$395K +$14.6K +76 +4%
CPA
1402
Clear Perspective Advisors
Illinois
$394K -$768 -4 -0.2%
RFG
1403
Range Financial Group
Oregon
$394K +$48.2K +251 +14%
FSA
1404
Fort Sheridan Advisors
Illinois
$393K +$393K +2,045 New
MPIA
1405
Mountain Pacific Investment Advisers
Idaho
$390K -$12.3K -64 -3%
LB
1406
Leo Brokerage
Texas
$390K +$13.6K +71 +4%
EHWM
1407
Eads & Heald Wealth Management
Georgia
$389K -$11.7K -61 -3%
MSCM
1408
McElhenny Sheffield Capital Management
Texas
$389K +$389K +2,027 New
FNB
1409
Farmers National Bank
Kentucky
$389K +$389K +2,135 New
RCA
1410
Ranch Capital Advisors
Florida
$388K +$576 +3 +0.1%
AIP
1411
Almanack Investment Partners
Pennsylvania
$387K -$4.04K -21 -1%
JFGIW
1412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$386K -$411K -2,144 -52%
MFW
1413
Meristem Family Wealth
Minnesota
$386K +$75.2K +392 +24%
BCM
1414
Bienville Capital Management
New York
$384K
FC
1415
Financial Consulate
Maryland
$384K
TCPWM
1416
Traverso Chambers Private Wealth Management
California
$384K
IIM
1417
Ironwood Investment Management
Massachusetts
$383K -$20.2K -105 -5%
DC
1418
Derby & Company
Massachusetts
$383K
AI
1419
AXS Investments
New York
$381K -$710K -3,697 -65%
ACP
1420
Arcus Capital Partners
Georgia
$381K
GPFA
1421
Game Plan Financial Advisors
Ohio
$381K +$96K +500 +34%
NCM
1422
Novare Capital Management
North Carolina
$377K -$769 -4 -0.2%
TBNY
1423
Trustco Bank (New York)
New York
$377K
UAS
1424
United Asset Strategies
New York
$377K +$2.11K +11 +0.6%
BIC
1425
Beach Investment Counsel
Pennsylvania
$376K -$4.22K -22 -1%