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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 %
BDWM
1576
Brewin Dolphin Wealth Management
Ireland
$284K
CWP
1577
Concord Wealth Partners
Virginia
$284K -$56.1K -292 -16%
BB
1578
Bell Bank
North Dakota
$284K
PCH
1579
PGIM Custom Harvest
New Jersey
$284K +$57.3K +298 +25%
SFA
1580
Sequoia Financial Advisors
Ohio
$283K -$878K -4,568 -76%
GC
1581
Grimes & Company
Massachusetts
$282K -$153K -798 -35%
NFG
1582
Nadler Financial Group
Illinois
$282K +$192 +1 +0.1%
GKWIM
1583
Gerber Kawasaki Wealth & Investment Management
California
$281K +$56.2K +293 +25%
HWM
1584
Hohimer Wealth Management
Washington
$280K
BAS
1585
Brown Advisory Securities
Maryland
$279K +$76.8K +400 +38%
EWA
1586
ERTS Wealth Advisors
Michigan
$278K
WAM
1587
Winslow Asset Management
Ohio
$277K
TCM
1588
Teza Capital Management
Illinois
$276K -$5.96M -31,095 -96%
COCM
1589
Charter Oak Capital Management
New Hampshire
$276K +$384 +2 +0.1%
AL
1590
ACAS LLC
California
$275K +$192 +1 +0.1%
SEM
1591
Strategic Equity Management
Arizona
$275K +$1.35K +7 +0.5%
KM
1592
Kalos Management
Georgia
$275K +$21.5K +105 +8%
CA
1593
Calton & Associates
Florida
$274K +$19.8K +103 +8%
OPTFSNA
1594
Old Point Trust & Financial Services N A
Virginia
$273K
APW
1595
Acima Private Wealth
Virginia
$273K
ACM
1596
AUA Capital Management
Pennsylvania
$273K
TVAMP
1597
Tennessee Valley Asset Management Partners
Tennessee
$273K +$273K +1,422 New
GCA
1598
Gradient Capital Advisors
California
$271K +$11.5K +60 +4%
1IA
1599
1834 Investment Advisors
Wisconsin
$270K
P
1600
&Partners
Tennessee
$270K +$192 +1 +0.1%