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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 %
SPWG
1801
Sage Private Wealth Group
Illinois
$77K +$77K +400 New
PMA
1802
Prudent Man Advisors
Illinois
$75K
HWM
1803
HighMark Wealth Management
Minnesota
$72K -$2.48K -13 -3%
PWA
1804
Phoenix Wealth Advisors
North Carolina
$70K
MFA
1805
McClarren Financial Advisors
Pennsylvania
$69K +$190 +1 +0.3%
BFG
1806
Baron Financial Group
New Jersey
$67.2K
DSC
1807
Duncker Streett & Co
Missouri
$66K
HWMA
1808
Heritage Wealth Management (Arizona)
Arizona
$66K
AP
1809
Arlington Partners
Alabama
$66K +$66K +345 New
CA
1810
Centerpoint Advisors
Massachusetts
$65K -$12.8K -67 -16%
CFO
1811
CVA Family Office
Colorado
$63K -$91.5K -616 -59%
KFI
1812
Key Financial Inc
Pennsylvania
$62K -$9.54K -50 -13%
LFG
1813
Larson Financial Group
Missouri
$62K -$4.21K -22 -6%
JFA
1814
JNBA Financial Advisors
Minnesota
$61K
MUMSS
1815
Mitsubishi UFJ Morgan Stanley Securities
Japan
$60K +$60K +310 New
TF
1816
TimeScale Financial
Massachusetts
$59K
WIM
1817
Westside Investment Management
California
$58.4K +$4.95K +60 +9%
FMP
1818
Financial Management Professionals
Texas
$58K -$28.5K -149 -33%
SGAM
1819
Smith Group Asset Management
Texas
$58K
EC
1820
Estate Counselors
Wisconsin
$58K
OCM
1821
Orion Capital Management
California
$58K
JWM
1822
Janiczek Wealth Management
Colorado
$58K +$193 +1 +0.3%
MAM
1823
Marquette Asset Management
Minnesota
$58K +$58K +300 New
ECM
1824
Estabrook Capital Management
New York
$57.6K
APC
1825
Aspire Private Capital
North Carolina
$56K -$1.35K -7 -2%