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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 %
ST
1826
Sageworth Trust
Pennsylvania
$174K
SAM
1827
S.A. Mason
Michigan
$174K
HC
1828
Hoese & Co
Minnesota
$174K +$174K +750 New
GWMIA
1829
Global Wealth Management Investment Advisory
Florida
$169K -$13.4K -58 -7%
GAM
1830
Gemmer Asset Management
California
$168K
TFGT
1831
TS Financial Group (TSFG)
Illinois
$168K +$24.9K +107 +17%
SIS
1832
Sound Income Strategies
Florida
$168K +$113K +487 +205%
FPS
1833
Fieldpoint Private Securities
Connecticut
$163K +$2.32K +10 +1%
AWM
1834
Atticus Wealth Management
Florida
$158K +$7.85K +34 +5%
PB
1835
Pinnacle Bancorp
Nebraska
$157K -$3.48K -15 -2%
PFSC
1836
Peoples Financial Services Corp
Pennsylvania
$156K
PWM
1837
Prentice Wealth Management
New York
$155K +$155K +669 New
EWM
1838
Endurance Wealth Management
Rhode Island
$153K
SCP
1839
Syntal Capital Partners
Texas
$151K -$1.6M -6,946 -91%
HWM
1840
Holloway Wealth Management
Florida
$149K -$117K
PCFFS
1841
Pacific Center for Financial Services
California
$149K +$463 +2 +0.3%
ME
1842
McIlrath & Eck
Washington
$142K -$57.8K -250 -29%
AL
1843
ADE LLC
Maryland
$141K
WIM
1844
Westside Investment Management
California
$139K -$11.2K -100 -7%
NL
1845
NVWM LLC
Pennsylvania
$139K -$3.48K -15 -2%
PP
1846
Pacifica Partners
Canada
$137K -$11.6K -50 -8%
MS
1847
Mizuho Securities
Japan
$136K -$35.4K -153 -21%
TI
1848
Truehand Inc
New Hampshire
$134K -$55.3K -238 -29%
LWANC
1849
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K
NFSG
1850
Newbridge Financial Services Group
Florida
$132K +$20.9K +90 +19%