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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 %
ARC
1676
Advisor Resource Council
Texas
$226K -$299K -1,556 -57%
PGIM
1677
Pacific Global Investment Management
California
$225K -$27.3K -142 -11%
SAM
1678
Secure Asset Management
Michigan
$225K +$577 +3 +0.3%
BHTS
1679
Bar Harbor Trust Services
Maine
$225K +$9.57K +50 +4%
MAG
1680
MRA Advisory Group
New Jersey
$224K
AWM
1681
Act Wealth Management
Texas
$223K
BBI
1682
Baxter Bros Inc
Connecticut
$222K
EPWM
1683
Essex Private Wealth Management
Massachusetts
$222K +$192 +1 +0.1%
EWA
1684
Exencial Wealth Advisors
Oklahoma
$221K -$238K -1,240 -52%
QCM
1685
Quest Capital Management
Texas
$221K -$115K -597 -34%
BCM
1686
Bourgeon Capital Management
Connecticut
$221K
BA
1687
Bristlecone Advisors
Washington
$220K +$10K +52 +5%
MA
1688
MBA Advisors
Pennsylvania
$219K -$21.5K -112 -9%
AFAS
1689
Acorn Financial Advisory Services
Virginia
$219K -$20.8K -108 -9%
EWM
1690
Executive Wealth Management
Michigan
$219K -$383 -2 -0.2%
MI
1691
Markston International
New York
$219K
CVM
1692
Cheviot Value Management
California
$218K
OC
1693
Oakworth Capital
Alabama
$218K
CWM
1694
Calamos Wealth Management
Illinois
$217K -$577 -3 -0.3%
SN
1695
Sittner & Nelson
Oregon
$215K +$192 +1 +0.1%
LW
1696
Linscomb Wealth
Texas
$214K -$84.3K -439 -28%
HIP
1697
HUB Investment Partners
Texas
$214K -$75.7K -395 -26%
IP
1698
Isthmus Partners
Wisconsin
$213K
SW
1699
SkyOak Wealth
Michigan
$213K
BWM
1700
Buckley Wealth Management
Nevada
$212K -$2.88K -15 -1%