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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 %
HCM
1851
Horrell Capital Management
Arkansas
$43K
MGIM
1852
M&G Investment Management
United Kingdom
$42.1K -$1.64K -8,554 -4%
BCA
1853
Bray Capital Advisors
Florida
$42K
MWA
1854
Moser Wealth Advisors
Washington
$42K
CH
1855
Canton Hathaway
Rhode Island
$42K +$15.9K +82 +61%
Nisa Investment Advisors
1856
Nisa Investment Advisors
Missouri
$41.6K +$1.06K +5,532 +3%
CYG
1857
Clean Yield Group
Vermont
$41K
BWM
1858
Baystate Wealth Management
Massachusetts
$41K +$192 +1 +0.5%
BIA
1859
Bell Investment Advisors
California
$40K +$40K +206 New
SAM
1860
Strategic Asset Management
Minnesota
$39K +$39K +199 New
CC
1861
Centiva Capital
New York
$38K -$561K -2,953 -94%
MFM
1862
MD Financial Management
Ontario, Canada
$38K
CAGAS
1863
Capital Advisory Group Advisory Services
Minnesota
$38K
DWP
1864
Destiny Wealth Partners
Florida
$38K +$38K +200 New
AA
1865
AlphaMark Advisors
Kentucky
$36K
ACM
1866
Antonetti Capital Management
Florida
$36K +$36K +190 New
WWM
1867
Wolff Wiese Magana
California
$35K -$2.31K -12 -6%
MWC
1868
MBM Wealth Consultants
Missouri
$35K +$4.86K +25 +16%
AFS
1869
Annapolis Financial Services
Maryland
$35K +$14.2K +74 +68%
SAI
1870
Systematic Alpha Investments
New Jersey
$32K +$32K +157 New
WWM
1871
Wagner Wealth Management
South Carolina
$31K -$60.8K -300 -66%
IPW
1872
IronBridge Private Wealth
Texas
$31K
HFS
1873
HBC Financial Services
Washington
$31K +$190 +1 +0.6%
ODG
1874
O'Dell Group
Ohio
$31K +$31K +163 New
CFG
1875
CKW Financial Group
Hawaii
$29K