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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 %
AF
1476
Alerus Financial
North Dakota
$340K -$4.25M -22,190 -93%
FPWM
1477
FSB Premier Wealth Management
Iowa
$338K -$125K -650 -27%
BW
1478
Bison Wealth
Georgia
$338K +$10.9K +57 +3%
QT
1479
Quantamental Technologies
New York
$337K -$80.3K -418 -19%
DBT
1480
Dubuque Bank & Trust
Iowa
$337K -$18.6K -97 -5%
CCM
1481
Check Capital Management
California
$336K
RSVP
1482
Ramsay Stattman Vela & Price
Colorado
$336K
MA
1483
MCF Advisors
Kentucky
$336K +$4.42K +23 +1%
SIA
1484
Soltis Investment Advisors
Utah
$336K +$5.76K +30 +2%
FAB
1485
First American Bank
Illinois
$336K +$18.4K +96 +6%
SCM
1486
SevenOneSeven Capital Management
Pennsylvania
$335K +$10.7K +56 +3%
AWM
1487
Apollon Wealth Management
South Carolina
$335K +$82.6K +430 +33%
TWM
1488
Tradition Wealth Management
Minnesota
$334K +$4.23K +22 +1%
SFG
1489
SageGuard Financial Group
Tennessee
$333K -$2.79M -14,538 -89%
PGAM
1490
Princeton Global Asset Management
New Jersey
$333K -$76.8K -400 -19%
SFO
1491
Stokes Family Office
Louisiana
$333K -$192 -1 -0.1%
T
1492
TOBAM
France
$333K
CWA
1493
Clarus Wealth Advisors
Arizona
$330K -$138K -718 -30%
PWMAG
1494
Pinnacle Wealth Management Advisory Group
New Jersey
$329K
BWM
1495
BigSur Wealth Management
Florida
$328K
HCM
1496
Hutchinson Capital Management
California
$328K
HFBOT
1497
Home Federal Bank of Tennessee
Tennessee
$328K
GBT
1498
Grove Bank & Trust
Florida
$327K -$14.4K -75 -4%
VNA
1499
Valley National Advisers
Pennsylvania
$327K
SC
1500
Schulhoff & Co
Ohio
$326K