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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 %
SWMG
1551
Sanchez Wealth Management Group
Florida
$300K +$1.73K +9 +0.6%
CAI
1552
Capital Advisors Inc
Oklahoma
$300K +$7.87K +41 +3%
DWM
1553
Doyle Wealth Management
Florida
$300K +$57.5K +300 +24%
JCM
1554
Jag Capital Management
Missouri
$299K -$86K -448 -22%
BP
1555
BBR Partners
New York
$299K -$65.3K -340 -18%
SWM
1556
Selective Wealth Management
Virginia
$298K +$38.5K +200 +15%
AWG
1557
Altus Wealth Group
Colorado
$298K +$298K +1,552 New
FPGK
1558
Financial Partners Group (Kansas)
Kansas
$295K +$26.9K +140 +10%
MFP
1559
Meridian Financial Partners
Virginia
$295K +$295K +1,560 New
SWA
1560
SFMG Wealth Advisors
Texas
$294K -$6.15K -32 -2%
ACA
1561
Affinity Capital Advisors
California
$294K +$384 +2 +0.1%
SWM
1562
Sugarloaf Wealth Management
Georgia
$293K +$192 +1 +0.1%
WAM
1563
WNY Asset Management
New York
$291K +$21.4K +111 +8%
ZIC
1564
ZWJ Investment Counsel
Georgia
$290K
LF
1565
LifeSteps Financial
California
$290K
CCWA
1566
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$290K +$48K +250 +20%
CA
1567
Continuum Advisory
Idaho
$289K +$1.92K +10 +0.7%
WMC
1568
Westwood Management Corporation
Illinois
$288K -$3.61M -18,800 -93%
CNB
1569
Camden National Bank
Maine
$288K -$15.6K -81 -5%
RC
1570
RBO & Co
California
$288K
CCM
1571
Chickasaw Capital Management
Tennessee
$288K
CA
1572
Cornerstone Advisory
Maryland
$287K +$768 +4 +0.3%
SSW
1573
Smith Shellnut Wilson
Mississippi
$287K +$43.3K +226 +18%
PFA
1574
Pure Financial Advisors
California
$286K +$19.4K +101 +7%
OCM
1575
One Capital Management
California
$286K +$36.8K +192 +15%