CAT icon

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 %
GG
1526
Golden Green
South Carolina
$313K -$80.1K -417 -20%
TWM
1527
Titus Wealth Management
California
$312K +$24K +125 +8%
BFA
1528
Benedict Financial Advisors
Georgia
$312K +$79.5K +414 +34%
YIA
1529
YHB Investment Advisors
Connecticut
$310K -$22.7K -118 -7%
GFS
1530
GYL Financial Synergies
Connecticut
$310K +$192 +1 +0.1%
CPIG
1531
Chicago Partners Investment Group
Illinois
$310K +$52.8K +253 +21%
BCM
1532
Beddow Capital Management
Wyoming
$310K +$72K +375 +30%
VBFG
1533
Vishria Bird Financial Group
Tennessee
$308K
SIAG
1534
Signet Investment Advisory Group
Rhode Island
$307K -$9.59K -50 -3%
WRM
1535
Weybosset Research & Management
Rhode Island
$307K
ICM
1536
IMS Capital Management
Oregon
$307K
WMG
1537
WESCAP Management Group
California
$307K
WQ
1538
Wealth Quarterback
New Jersey
$307K +$1.35K +7 +0.4%
SFG
1539
StrategIQ Financial Group
Indiana
$307K +$2.31K +12 +0.8%
CIM
1540
Contravisory Investment Management
Massachusetts
$307K +$14.4K +75 +5%
KPCM
1541
Kings Point Capital Management
New York
$307K +$19.2K +100 +7%
PWAG
1542
Polaris Wealth Advisory Group
California
$306K -$12.8M -65,338 -98%
WCM
1543
WealthBridge Capital Management
Ohio
$306K +$306K +1,595 New
XS
1544
XR Securities
Illinois
$304K +$304K +1,584 New
RPWA
1545
Regent Peak Wealth Advisors
Georgia
$303K -$1.35K -7 -0.4%
M
1546
Mirova
France
$303K +$26.9K +140 +10%
SMH
1547
Sanders Morris Harris
Texas
$302K -$6.71K -35 -2%
LBD
1548
Landsberg Bennett & Dubbaneh
Florida
$302K +$2.14K +11 +0.7%
SXL
1549
Summit X LLC
Missouri
$302K +$12.4K +65 +4%
SAS
1550
Sanford Advisory Services
Michigan
$301K