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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 %
RFA
1626
Reilly Financial Advisors
California
$254K +$192 +1 +0.1%
BL
1627
Balentine LLC
Georgia
$254K +$13.4K +70 +6%
JF
1628
JSF Financial
California
$254K +$254K +1,323 New
MCM
1629
Monarch Capital Management
Indiana
$253K
PP
1630
PDS Planning
Ohio
$253K +$42.4K +221 +20%
PBF
1631
Petix & Botte Financial
California
$252K +$252K +1,312 New
NAMP
1632
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$250K
MIP
1633
Marietta Investment Partners
Wisconsin
$250K
KIG
1634
Kowal Investment Group
Wisconsin
$250K +$3.46K +18 +1%
GCP
1635
GSA Capital Partners
United Kingdom
$249K +$249K +1,297 New
MIS
1636
Morningstar Investment Services
Illinois
$248K -$46.8K -237 -16%
EBA
1637
Eagle Bay Advisors
New York
$248K +$104K +543 +73%
AAS
1638
Annex Advisory Services
Wisconsin
$247K -$114K -595 -32%
FA
1639
FDx Advisors
Illinois
$247K +$68.1K +355 +38%
WTFG
1640
Wells Trecaso Financial Group
Ohio
$244K
TA
1641
Tectonic Advisors
Texas
$244K
BFA
1642
Beacon Financial Advisory
Ohio
$243K +$11.5K +60 +5%
GSC
1643
Ground Swell Capital
South Carolina
$242K +$242K +1,260 New
OLA
1644
Oliver Luxxe Assets
New Jersey
$240K -$2.22M -11,586 -90%
BIP
1645
Blueprint Investment Partners
North Carolina
$240K +$61.1K +318 +34%
OPWM
1646
Oxinas Partners Wealth Management
Indiana
$240K +$240K +1,252 New
HCM
1647
Hollencrest Capital Management
California
$239K -$8.46K -44 -3%
ECM
1648
Exchange Capital Management
Michigan
$239K
BFA
1649
Beaumont Financial Advisors
Massachusetts
$238K -$1.92K -10 -0.8%
NWS
1650
Newport Wealth Strategies
California
$237K