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Caterpillar

2,003 hedge funds and large institutions have $87.8B invested in Caterpillar in 2021 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 758 increasing their positions, 734 reducing their positions, and 91 closing their positions.

Holders
2,003
Holders Change
+120
Holders Change %
+6.37%
% of All Funds
35.27%
Holding in Top 10
58
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+93.33%
% of All Funds
1.02%
New
229
Increased
758
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
1776
SSI Investment Management
California
$219K +$219K +947 New
MF
1777
Manchester Financial
California
$218K
BIP
1778
Blueprint Investment Partners
North Carolina
$218K +$218K +941 New
LWCFA
1779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K -$191K -824 -47%
AWM
1780
Avior Wealth Management
Nebraska
$216K -$13.2K -57 -6%
Aristotle Capital Management
1781
Aristotle Capital Management
California
$216K +$216K +932 New
MGWM
1782
Marks Group Wealth Management
Minnesota
$215K -$223K -978 -51%
FC
1783
Fulcrum Capital
Washington
$215K +$215K +927 New
SCA
1784
SMH Capital Advisors
Texas
$214K +$214K +921 New
CNC
1785
Citizens & Northern Corp
Pennsylvania
$214K +$214K +925 New
LA
1786
LVW Advisors
New York
$213K +$213K +917 New
EFSCE
1787
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$6.24K +27 +3%
RGC
1788
Roberts, Glore & Co
Illinois
$212K +$212K +914 New
PI
1789
Pettee Investors
Connecticut
$211K -$116K -500 -36%
DOA
1790
D'Orazio & Associates
Virginia
$210K
SBL
1791
Sargent Bickham Lagudis
Colorado
$210K +$12.3K +53 +6%
FUBT
1792
First United Bank & Trust
Maryland
$210K +$210K +905 New
HCMT
1793
Highland Capital Management (Tennessee)
Tennessee
$209K +$209K +900 New
MPIM
1794
McGinn Penninger Investment Management
Virginia
$209K +$209K +900 New
CCM
1795
Cullen Capital Management
New York
$209K +$209K +900 New
LWP
1796
Legacy Wealth Planning
Nevada
$209K +$209K +901 New
WFG
1797
Wills Financial Group
Virginia
$209K +$209K +901 New
HC
1798
Hourglass Capital
Texas
$209K +$209K +902 New
FPGK
1799
Financial Partners Group (Kansas)
Kansas
$208K +$208K +897 New
CAS
1800
Cascadia Advisory Services
Oregon
$208K +$208K +897 New