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Caterpillar

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
151
Commerce Bank
Missouri
$40.3M +$1.42M +6,874 +4%
BG
152
Bollard Group
Massachusetts
$40.2M +$84.3K +408 +0.2%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$39.7M +$15.8M +76,416 +66%
MNG
154
Manning & Napier Group
New York
$39.4M -$1.46M -7,047 -4%
William Blair & Company
155
William Blair & Company
Illinois
$38.4M +$10.6M +51,207 +38%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$38.3M +$4.07M +19,693 +12%
TAM
157
Tocqueville Asset Management
New York
$37.9M +$9.25M +44,765 +32%
AIG
158
American International Group
New York
$37.7M -$1.03M -4,960 -3%
PCM
159
Penserra Capital Management
California
$37.4M +$10.5M +50,904 +39%
FCI
160
Financial Counselors Inc
Kansas
$37.2M -$863K -4,172 -2%
PI
161
PEAK6 Investments
Illinois
$36.5M +$24.2M +116,826 +195%
Axa
162
Axa
France
$36.4M -$1.52M -8,360 -4%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$36.1M +$6.71M +32,459 +23%
Calamos Advisors
164
Calamos Advisors
Illinois
$36.1M -$9.54M -46,161 -21%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$35.4M +$34.5M +165,826 +4,098%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$35.1M +$4.66M +22,533 +15%
MPMG
167
Minneapolis Portfolio Management Group
Minnesota
$33.9M -$738K -3,571 -2%
PI
168
PineBridge Investments
New York
$33.9M +$11.2M +53,961 +49%
CC
169
Criteria Caixa
Spain
$33.6M
HIMC
170
Heritage Investors Management Corp
Maryland
$33.6M +$267K +1,292 +0.8%
UCFA
171
United Capital Financial Advisors
Texas
$33.1M +$171K +828 +0.5%
CDH
172
Charles D. Hyman
$32.8M +$421K +2,035 +1%
KeyBank National Association
173
KeyBank National Association
Ohio
$32.6M -$102K -493 -0.3%
UB
174
UMB Bank
Missouri
$31.8M -$5.09M -24,612 -14%
FAF
175
Fjarde Ap-fonden
Sweden
$31.6M -$1.63M -7,900 -5%