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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 %
GIA
1426
GHP Investment Advisors
Colorado
$376K
MYIA
1427
Mount Yale Investment Advisors
Colorado
$375K -$74.3K -387 -17%
FCFC
1428
First Commonwealth Financial Corp
Pennsylvania
$375K
JWBC
1429
J.W. Burns & Co
New York
$374K
EWM
1430
Evermay Wealth Management
Virginia
$373K -$76.7K -400 -17%
CM
1431
Castleark Management
Illinois
$372K
CA
1432
Clearstead Advisors
Ohio
$372K +$1.73K +9 +0.5%
AW
1433
ACG Wealth
Georgia
$372K +$38.8K +202 +12%
CA
1434
CastleArk Alternatives
Illinois
$372K +$372K +1,940 New
AIM
1435
Acropolis Investment Management
Missouri
$371K -$4.58K -24 -1%
BWA
1436
BlueSky Wealth Advisors
North Carolina
$369K
IB
1437
Intrust Bank
Kansas
$368K -$80.7K -421 -18%
VWM
1438
Vigilare Wealth Management
Arizona
$367K -$145K -757 -28%
TIM
1439
Total Investment Management
Arizona
$367K
SF
1440
Summit Financial
New Jersey
$364K +$81.6K +425 +29%
CA
1441
CGN Advisors
Kansas
$364K -$5.76K -30 -2%
CG
1442
Clarus Group
Texas
$364K +$384 +2 +0.1%
BWA
1443
BDO Wealth Advisors
Florida
$363K +$20.1K +105 +6%
ST
1444
Smithfield Trust
Pennsylvania
$363K +$28.9K +150 +9%
KIG
1445
Kessler Investment Group
Indiana
$363K +$353K +1,841 +3,682%
TW
1446
TrinityPoint Wealth
Connecticut
$361K +$361K +1,881 New
AI
1447
Accredited Investors
Minnesota
$360K +$103K +535 +40%
KP
1448
Keel Point
Alabama
$358K +$9.99K +52 +3%
HCP
1449
Hexagon Capital Partners
Arkansas
$358K +$128K +666 +55%
MGAM
1450
McGowan Group Asset Management
Texas
$358K +$154K +801 +75%