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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 %
AWAG
1726
ARS Wealth Advisors Group
Florida
$201K +$201K +1,045 New
NSB
1727
Norway Savings Bank
Maine
$197K +$14.4K +75 +8%
AFG
1728
Albion Financial Group
Utah
$196K -$5.75K -30 -3%
AssetMark Inc
1729
AssetMark Inc
California
$194K +$34.6K +180 +22%
SAM
1730
S.A. Mason
Michigan
$192K
MRCM
1731
M&R Capital Management
New Jersey
$191K
FP
1732
Financial Perspectives
Minnesota
$188K
DOA
1733
D'Orazio & Associates
Virginia
$186K +$12.8K +67 +7%
PMFA
1734
Plante Moran Financial Advisors
Michigan
$186K +$131K +681 +237%
CI
1735
CX Institutional
Indiana
$185K -$15.9K -83 -8%
Cohen & Steers
1736
Cohen & Steers
New York
$185K +$5.57K +29 +3%
SBL
1737
Sargent Bickham Lagudis
Colorado
$184K +$9.81K +51 +6%
SFP
1738
Sterling Financial Planning
New Jersey
$182K -$13.8K -72 -7%
NEAM
1739
New England Asset Management
Connecticut
$181K +$181K +944 New
LWCFA
1740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K
IBOK
1741
Independence Bank of Kentucky
Kentucky
$179K -$4.79K -25 -3%
CDIA
1742
Capital Directions Investment Advisors
Georgia
$178K
JEST
1743
JTC Employer Solutions Trustee
Jersey
$177K +$100K +520 +130%
HA
1744
Herold Advisors
New York
$172K +$172K +900 New
PWM
1745
Prentice Wealth Management
New York
$169K +$1.35K +7 +0.8%
PB
1746
Pinnacle Bancorp
Nebraska
$167K +$36.9K +192 +28%
GC
1747
Grace Capital
Massachusetts
$162K
Q
1748
QVR
California
$158K +$134K +698 +567%
GWMIA
1749
Global Wealth Management Investment Advisory
Florida
$155K +$15.3K +80 +11%
AA
1750
Addison Advisors
Vermont
$154K +$1.15K +6 +0.8%