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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 %
BRA
1501
Bender Robert & Associates
California
$326K
SC
1502
Schulhoff & Co
Ohio
$326K
TFA
1503
Trinity Financial Advisors
Ohio
$326K
LI
1504
Lafayette Investments
Maryland
$326K +$19.2K +100 +6%
B
1505
Brightworth
Georgia
$326K +$21.9K +114 +7%
TA
1506
TruWealth Advisors
Louisiana
$324K -$41.8K -218 -11%
C
1507
Certuity
Florida
$323K -$14.4K -75 -4%
AC
1508
Addison Capital
Pennsylvania
$322K
RWB
1509
RMR Wealth Builders
New Jersey
$322K +$384 +2 +0.1%
PL
1510
Plancorp LLC
Missouri
$322K +$29K +151 +10%
WA
1511
WealthTrust Axiom
Pennsylvania
$321K +$192 +1 +0.1%
HPWM
1512
Highland Private Wealth Management
Washington
$321K +$10.6K +55 +3%
SFG
1513
Sunburst Financial Group
Alabama
$319K
CRWM
1514
Castle Rock Wealth Management
California
$318K -$8.14K -38 -2%
LNB
1515
Ledyard National Bank
$318K +$11.1K +58 +4%
NB
1516
Northwest Bancshares
Pennsylvania
$318K +$37.3K +194 +13%
WDA
1517
Wendell David Associates
New Hampshire
$317K
HA
1518
Hamel Associates
New Jersey
$317K
LFA
1519
Landmark Financial Advisors
Kentucky
$317K +$4.41K +19 +1%
LWM
1520
Lyell Wealth Management
California
$316K
CPSAC
1521
Chas P. Smith & Associates (CPS)
Florida
$316K
PWMG
1522
Prestige Wealth Management Group
New Jersey
$315K +$30.6K +159 +11%
MWM
1523
Modera Wealth Management
New Jersey
$315K +$99.9K +520 +46%
IIC
1524
Integrated Investment Consultants
Michigan
$314K -$3.26K -17 -1%
MWM
1525
Minot Wealth Management
Massachusetts
$314K