CAT icon

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 %
EW
1751
Evoke Wealth
California
$153K +$91.8K +479 +150%
TFGT
1752
TS Financial Group (TSFG)
Illinois
$151K -$8.44K -44 -5%
RTC
1753
Riverview Trust Company
Washington
$147K
FPS
1754
Fieldpoint Private Securities
Connecticut
$147K +$11K +57 +8%
LC
1755
Lindbrook Capital
California
$144K -$95.9K -499 -40%
ST
1756
Sageworth Trust
Pennsylvania
$144K
HC
1757
Hoese & Co
Minnesota
$144K
DI
1758
Disciplined Investments
Oklahoma
$142K
TF
1759
Tompkins Financial
New York
$142K +$142K +740 New
GAM
1760
Gemmer Asset Management
California
$141K +$1.35K +7 +1%
AWM
1761
Accel Wealth Management
Iowa
$138K -$2.12K -11 -2%
NFSG
1762
Newbridge Financial Services Group
Florida
$132K -$4.41K -23 -3%
PP
1763
Pacifica Partners
Canada
$131K +$14.8K +75 +13%
SIS
1764
Sound Income Strategies
Florida
$129K -$768 -4 -0.6%
HWM
1765
Holloway Wealth Management
Florida
$129K -$147K
PFSC
1766
Peoples Financial Services Corp
Pennsylvania
$129K
EWM
1767
Endurance Wealth Management
Rhode Island
$127K
AAP
1768
Arax Advisory Partners
Colorado
$127K +$9.39K +49 +8%
PCFFS
1769
Pacific Center for Financial Services
California
$125K +$578 +3 +0.5%
MS
1770
Mizuho Securities
Japan
$124K -$182K -951 -60%
CAL
1771
Capital Analysts LLC
Pennsylvania
$120K +$57.8K +299 +93%
AL
1772
ADE LLC
Maryland
$116K -$9.57K -50 -8%
NL
1773
NVWM LLC
Pennsylvania
$115K
SC
1774
Steph & Co
Wisconsin
$115K +$67.1K +350 +140%
WBC
1775
West Branch Capital
Massachusetts
$114K