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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 Market Value Shares Shares
Change
Shares
Change %
BWM
1876
BerganKDV Wealth Management
Minnesota
$90K 389 -7 -2%
PMA
1877
Prudent Man Advisors
Illinois
$90K 390 +390 New
PSIWM
1878
Paradigm Strategies in Wealth Management
Minnesota
$87K 375 +375 New
PWA
1879
Phoenix Wealth Advisors
North Carolina
$85K 364
MFA
1880
McClarren Financial Advisors
Pennsylvania
$84K 362 +1 +0.3%
LAIC
1881
Lederer & Associates Investment Counsel
California
$83.5K 360 +360 New
SC
1882
Steph & Co
Wisconsin
$81K 350
EW
1883
Evoke Wealth
California
$81K 348 +163 +88%
LFG
1884
Larson Financial Group
Missouri
$80K 346 -173 -33%
DSC
1885
Duncker Streett & Co
Missouri
$80K 345
CA
1886
Centerpoint Advisors
Massachusetts
$79K 340
CAL
1887
Capital Analysts LLC
Pennsylvania
$79K 338 +338 New
APWA
1888
Atlas Private Wealth Advisors
New Jersey
$77K 333 -5 -1%
POIA
1889
Pin Oak Investment Advisors
Texas
$77K 332 +100 +43%
NIM
1890
NuWave Investment Management
New Jersey
$77K 332 +332 New
SLF
1891
Sun Life Financial
Ontario, Canada
$74K 317 -5 -2%
JFA
1892
JNBA Financial Advisors
Minnesota
$74K 319
ACA
1893
Atlas Capital Advisors
Wyoming
$73.5K 317 +100 +46%
TF
1894
TimeScale Financial
Massachusetts
$71K 304 +1 +0.3%
EC
1895
Estate Counselors
Wisconsin
$70K 303 -6,125 -95%
OCM
1896
Orion Capital Management
California
$70K 300
TCWA
1897
Ten Capital Wealth Advisors
Washington
$70K 306
MCA
1898
Mercer Capital Advisers
New Jersey
$70K 300 +50 +20%
JWM
1899
Janiczek Wealth Management
Colorado
$69K 299
HWMA
1900
Heritage Wealth Management (Arizona)
Arizona
$67K 288 +288 New