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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 %
ME
1826
McIlrath & Eck
Washington
$55K -$769 -4 -1%
EARNEST Partners
1827
EARNEST Partners
Georgia
$55K
TCM
1828
Tradewinds Capital Management
Washington
$54K
NC
1829
NewSquare Capital
Pennsylvania
$53K
APWA
1830
Atlas Private Wealth Advisors
New Jersey
$52K -$9.37K -49 -15%
CPC
1831
Consolidated Planning Corp
Georgia
$52K +$52K +270 New
TFIPS
1832
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.8K
AW
1833
Alaethes Wealth
Nevada
$51K
CC
1834
Corsicana & Co
Texas
$51K
FEG
1835
Financial Enhancement Group
Indiana
$49K -$3.92M -20,417 -99%
EL
1836
EMFO LLC
Florida
$49K
PFA
1837
Professional Financial Advisors
Nebraska
$49K
EI
1838
Ellevest Inc
New York
$48K -$4.26K -22 -8%
BAM
1839
Baldrige Asset Management
Pennsylvania
$48K -$2.3K -12 -5%
CFFP
1840
Center for Financial Planning
Michigan
$48K
MCA
1841
Mercer Capital Advisers
New Jersey
$48K
PCA
1842
Providence Capital Advisors
North Carolina
$47K -$19.2K -100 -29%
TC
1843
Tacita Capital
Ontario, Canada
$47K
AW
1844
Avion Wealth
Texas
$47K
BEI
1845
Benjamin Edwards Inc
Missouri
$47K +$25.5K +132 +119%
CCA
1846
Column Capital Advisors
Indiana
$46K -$192 -1 -0.4%
POIA
1847
Pin Oak Investment Advisors
Texas
$45K -$19.4K -100 -30%
RAM
1848
Riggs Asset Management
Pennsylvania
$45K
WPA
1849
West Paces Advisors
Georgia
$44.2K
SFA
1850
Semmax Financial Advisors
North Carolina
$44K