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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 %
CA
1601
Cullinan Associates
Kentucky
$269K
NJBEST
1602
New Jersey Better Educational Savings Trust
New Jersey
$269K
CWP
1603
Curated Wealth Partners
California
$269K +$4.22K +22 +2%
CA
1604
Cortland Associates
Missouri
$266K
MIC
1605
Means Investment Company
Maine
$266K +$768 +4 +0.3%
CGA
1606
Crescent Grove Advisors
Illinois
$266K +$960 +5 +0.4%
PWM
1607
PBMares Wealth Management
Virginia
$265K +$265K +1,381 New
MVA
1608
Mount Vernon Associates
Maryland
$264K -$19.2K -100 -7%
BF
1609
Blankinship & Foster
California
$264K
BFC
1610
Bedel Financial Consulting
Indiana
$264K +$2.11K +11 +0.8%
FNC
1611
First National Corp
Massachusetts
$262K +$262K +1,367 New
JFA
1612
Johanson Financial Advisors
California
$261K -$20K -104 -7%
PMG
1613
ProVise Management Group
Florida
$261K +$1.35K +7 +0.5%
LJHT
1614
Laurie J. Hall Trustee
$260K
YWP
1615
YorkBridge Wealth Partners
New York
$260K +$24.2K +126 +10%
BOS
1616
Bingham Osborn & Scarborough
California
$259K -$44.8K -233 -15%
WPC
1617
Waters Parkerson & Co
Louisiana
$258K
FFG
1618
Frisch Financial Group
New York
$257K -$5.38K -28 -2%
SFFS
1619
Stonehage Fleming Financial Services
Jersey
$257K
CFC
1620
Coyle Financial Counsel
Illinois
$257K
GLLW
1621
Graves Light Lenhart Wealth
Virginia
$257K +$10.7K +56 +4%
WFA
1622
WestHill Financial Advisors
California
$256K +$256K +1,332 New
BFG
1623
Berger Financial Group
Minnesota
$255K
PCG
1624
Private Capital Group
Connecticut
$255K +$192 +1 +0.1%
MMC
1625
Mizuho Markets Cayman
Cayman Islands
$254K -$964K -5,016 -79%