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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 %
IAP
1651
Indie Asset Partners
Indiana
$237K +$19.2K +100 +9%
MHR
1652
Matthew Hamilton Rosenberg
$237K +$24K +125 +11%
RWM
1653
RKL Wealth Management
Pennsylvania
$234K -$107K -559 -31%
CCC
1654
Chelsea Counsel Company
California
$234K
BA
1655
Bridgewater Advisors
New York
$234K +$2.49K +13 +1%
WF
1656
WoodTrust Financial
Wisconsin
$233K -$91K -474 -28%
AO
1657
Advisor OS
Illinois
$232K
CTA
1658
Chesley Taft & Associates
Illinois
$232K +$9.59K +50 +4%
TA
1659
TFG Advisers
Michigan
$232K +$32.5K +169 +16%
AWM
1660
Avior Wealth Management
Nebraska
$232K +$43.3K +226 +23%
GAM
1661
Gould Asset Management
California
$231K -$91.1K -475 -28%
GP
1662
Greenline Partners
New York
$231K -$1.73K -9 -0.7%
NAM
1663
NTV Asset Management
West Virginia
$231K +$231K +1,203 New
OGC
1664
Oak Grove Capital
New Hampshire
$230K
YMRC
1665
Yorktown Management & Research Company
Virginia
$230K
CCP
1666
Cardan Capital Partners
Colorado
$230K
PWMG
1667
Pinnacle Wealth Management Group
Michigan
$230K
CC
1668
Constitution Capital
Connecticut
$230K +$19.2K +100 +9%
SWM
1669
Stockman Wealth Management
Montana
$229K -$576 -3 -0.3%
MWA
1670
Meridian Wealth Advisors
Texas
$229K +$13.4K +70 +6%
PWM
1671
Paulson Wealth Management
Illinois
$229K +$38.1K +199 +20%
EFM
1672
E Fund Management
China
$229K +$229K +1,194 New
CFAM
1673
Center For Asset Management
Florida
$228K +$192 +1 +0.1%
DA
1674
DSC Advisors
Illinois
$228K +$24.2K +126 +12%
MC
1675
Maverick Capital
Texas
$226K -$1.65M -8,555 -88%