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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 %
PSB
1851
Piscataqua Savings Bank
New Hampshire
$132K +$132K +571 New
BWP
1852
Baldwin Wealth Partners
Massachusetts
$130K +$42.9K +185 +49%
CFO
1853
CVA Family Office
Colorado
$129K +$50K +215 +63%
DI
1854
Disciplined Investments
Oklahoma
$125K
CAM
1855
Close Asset Management
United Kingdom
$125K +$125K +540 New
DWMG
1856
DB Wealth Management Group
California
$117K -$58.5K -253 -33%
MWM
1857
Mascoma Wealth Management
New Hampshire
$117K +$117K +505 New
PO
1858
Private Ocean
California
$116K
ECM
1859
Estabrook Capital Management
New York
$116K
MRCM
1860
M&R Capital Management
New Jersey
$115K
FRA
1861
Front Row Advisors
California
$113K
ACM
1862
Allred Capital Management
Texas
$112K +$112K +484 New
GWS
1863
Glassman Wealth Services
Virginia
$112K +$8.79K +38 +9%
AWM
1864
AllSquare Wealth Management
New York
$104K
HWM
1865
HighMark Wealth Management
Minnesota
$102K -$1.63K -7 -2%
SWA
1866
SOA Wealth Advisors
New York
$99K +$232 +1 +0.2%
JPLA
1867
Joseph P. Lucia & Associates
New York
$97K
FMP
1868
Financial Management Professionals
Texas
$95K +$3.24K +14 +4%
Q
1869
QVR
California
$95K +$95K +409 New
ITFISA
1870
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$93.9K +$60.5K +261 +181%
SFA
1871
Semmax Financial Advisors
North Carolina
$93K -$3.16M -13,665 -97%
ONST
1872
Old North State Trust
North Carolina
$93K
FWM
1873
Filbrandt Wealth Management
Wisconsin
$93K
SFG
1874
Sage Financial Group
Pennsylvania
$93K
BFG
1875
Baron Financial Group
New Jersey
$92.7K +$11.6K +50 +14%