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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 %
CB
151
Commerce Bank
Missouri
$36.1M +$463K +2,413 +1%
AIG
152
American International Group
New York
$36M -$496K -2,586 -1%
FCI
153
Financial Counselors Inc
Kansas
$35.4M +$1.84M +9,567 +5%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$35.1M -$45K -226 -0.1%
UB
155
UMB Bank
Missouri
$34.2M -$110K -575 -0.3%
Assenagon Asset Management
156
Assenagon Asset Management
Luxembourg
$33.8M -$211K -1,097 -0.6%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$33.3M +$535K +2,786 +2%
MPMG
158
Minneapolis Portfolio Management Group
Minnesota
$32.2M -$339K -1,765 -1%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$31.8M -$829K -4,319 -3%
Squarepoint
160
Squarepoint
New York
$31.2M -$14.8M -77,184 -32%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$31.2M -$5.2M -27,098 -14%
CC
162
Criteria Caixa
Spain
$31.2M
HIMC
163
Heritage Investors Management Corp
Maryland
$30.9M +$74.1K +386 +0.2%
FAF
164
Fjarde Ap-fonden
Sweden
$30.8M -$154K -800 -0.5%
UCFA
165
United Capital Financial Advisors
Texas
$30.6M +$771K +4,016 +3%
CA
166
Capitolis Advisors
New York
$30.5M -$8.7M -43,883 -22%
KeyBank National Association
167
KeyBank National Association
Ohio
$30.4M -$170K -885 -0.6%
CDH
168
Charles D. Hyman
$30M +$443K +2,308 +1%
ACI
169
AMP Capital Investors
Australia
$29.7M -$2.88M -14,988 -9%
ASRS
170
Arizona State Retirement System
Arizona
$29.3M -$4.61K -24 -0%
Jennison Associates
171
Jennison Associates
New York
$29.3M -$9.76M -50,818 -25%
Capstone Investment Advisors
172
Capstone Investment Advisors
New York
$29.2M +$19.3M +100,648 +196%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$28.3M -$5.46M -28,424 -16%
JAM
174
Jupiter Asset Management
United Kingdom
$28.1M -$17M -88,825 -38%
Russell Investments Group
175
Russell Investments Group
United Kingdom
$28.1M +$5.88M +30,213 +26%