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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 %
VAM
1451
Verity Asset Management
North Carolina
$356K -$43.3K -226 -11%
AFC
1452
AFT Forsyth & Company
Florida
$355K
CCM
1453
Compton Capital Management
Rhode Island
$355K +$355K +1,850 New
SCM
1454
Southport Capital Management
Tennessee
$354K -$53.9K -281 -13%
RT
1455
Rockland Trust
Massachusetts
$354K
RW
1456
REDW Wealth
New Mexico
$351K
EA
1457
Eclectic Associates
California
$351K +$48.1K +250 +16%
LDFR
1458
Lehman & Derafelo Financial Resources
Pennsylvania
$350K -$76.7K -400 -18%
ARG
1459
Advisory Resource Group
Oklahoma
$350K
MFG
1460
Magnus Financial Group
New York
$350K +$67.3K +350 +24%
SPC
1461
Stewart & Patten Company
California
$349K -$20.9K -109 -6%
BCAM
1462
Boston Common Asset Management
Massachusetts
$349K +$1.53K +8 +0.4%
MAWCM
1463
Mine & Arao Wealth Creation & Management
California
$347K +$767 +4 +0.2%
WKWM
1464
Walter & Keenan Wealth Management
Indiana
$346K +$6.15K +32 +2%
DIA
1465
Davidson Investment Advisors
Montana
$344K -$72.1K -375 -17%
AA
1466
Advisory Alpha
Michigan
$344K -$8.07K -42 -2%
CHA
1467
Cooper/Haims Advisors
New York
$344K
GM
1468
GeoWealth Management
Illinois
$343K -$7.69K -40 -2%
HGWM
1469
Horst & Graben Wealth Management
Oregon
$342K +$1.34K +7 +0.4%
AMM
1470
American Money Management
California
$342K +$6.53K +34 +2%
AWA
1471
Aaron Wealth Advisors
Illinois
$342K +$17.8K +93 +6%
BWM
1472
Benchmark Wealth Management
Connecticut
$341K +$192 +1 +0.1%
ACM
1473
Advisors Capital Management
New Jersey
$341K +$50.6K +263 +17%
KCPG
1474
Kavar Capital Partners Group
Kansas
$341K +$341K +1,775 New
SIC
1475
Shoker Investment Counsel
Ohio
$341K +$341K +1,779 New