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 %
TI
1776
Truehand Inc
New Hampshire
$111K
PSB
1777
Piscataqua Savings Bank
New Hampshire
$110K
LWANC
1778
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K
GWS
1779
Glassman Wealth Services
Virginia
$105K +$4.78K +25 +5%
CAM
1780
Close Asset Management
United Kingdom
$104K
CWC
1781
Carolinas Wealth Consulting
North Carolina
$100K -$53.2K -276 -35%
DWMG
1782
DB Wealth Management Group
California
$97K
TCWA
1783
Ten Capital Wealth Advisors
Washington
$97K +$38.3K +200 +65%
BWP
1784
Baldwin Wealth Partners
Massachusetts
$96K -$112K -585 -54%
ACA
1785
Atlas Capital Advisors
Wyoming
$96K -$54.1K -282 -36%
BWM
1786
BerganKDV Wealth Management
Minnesota
$94K -$19K -99 -17%
FMTCOCP
1787
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K +$5.76K +30 +7%
JMF
1788
Johnson Midwest Financial
Iowa
$91K +$46.7K +243 +105%
RCG
1789
Rock Creek Group
District of Columbia
$89K -$91.5K -475 -51%
FRA
1790
Front Row Advisors
California
$89K -$3.46K -18 -4%
DAC
1791
Dividend Assets Capital
South Carolina
$88K +$21.9K +114 +33%
AWM
1792
AllSquare Wealth Management
New York
$86K
SWA
1793
SOA Wealth Advisors
New York
$83K +$384 +2 +0.5%
JPLA
1794
Joseph P. Lucia & Associates
New York
$81K
FWM
1795
Filbrandt Wealth Management
Wisconsin
$79K +$2.11K +11 +3%
MWM
1796
Mascoma Wealth Management
New Hampshire
$78K +$78K +405 New
LWM
1797
Liberty Wealth Management
California
$77K -$2.33K -12 -3%
SFG
1798
Sage Financial Group
Pennsylvania
$77K
MFT
1799
Moisand Fitzgerald Tamayo
Florida
$77K
ONST
1800
Old North State Trust
North Carolina
$77K