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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 %
FG
1701
Fiduciary Group
Georgia
$211K
GIM
1702
Greylin Investment Management
Virginia
$211K
RMAM
1703
Raab & Moskowitz Asset Management
New Jersey
$211K +$211K +1,100 New
ASC
1704
Atalanta Sosnoff Capital
New York
$210K -$14.4K -75 -6%
BOPW
1705
Brandywine Oak Private Wealth
Pennsylvania
$210K
MGWM
1706
Marks Group Wealth Management
Minnesota
$210K +$210K +1,092 New
VA
1707
Valmark Advisers
Ohio
$209K -$24K -125 -10%
FFWM
1708
Future Financial Wealth Management
Ohio
$209K
EIP
1709
Ellis Investment Partners
Pennsylvania
$209K +$575 +3 +0.3%
ECM
1710
Elgethun Capital Management
South Dakota
$209K +$44.6K +232 +27%
HFM
1711
Harvest Fund Management
China
$208K -$174K -911 -46%
PG
1712
Patten Group
Tennessee
$208K -$71.4K -372 -26%
AA
1713
Alesco Advisors
New York
$208K
FNBOO
1714
First National Bank of Omaha
Nebraska
$208K +$26.3K +137 +14%
ACA
1715
Anchor Capital Advisors
Massachusetts
$207K -$28.8K -150 -12%
SCM
1716
Silvant Capital Management
Georgia
$207K
IFAM
1717
Institutional & Family Asset Management
Colorado
$207K +$1.15K +6 +0.6%
WMA
1718
Wealth Management Associates
New Jersey
$205K -$179K -932 -47%
CAWM
1719
Capital Advisors Wealth Management
Washington
$203K
MJRIC
1720
Mogy Joel R Investment Counsel
California
$203K
FBB
1721
Fulton Breakefield Broenniman
Maryland
$202K -$19K -99 -9%
PFWA
1722
Paces Ferry Wealth Advisors
Georgia
$202K -$15.5K -81 -7%
FPFS
1723
First Personal Financial Services
North Carolina
$202K
ERWM
1724
Elk River Wealth Management
Colorado
$202K
BOS
1725
Bank of Stockton
California
$201K