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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 %
IWA
1876
IBEX Wealth Advisors
New Jersey
$28K -$1.04M -5,405 -97%
GFPC
1877
Global Financial Private Client
Florida
$27.4K
LS
1878
Leelyn Smith
Illinois
$27K
CMA
1879
Cedar Mountain Advisors
Oregon
$26K +$8.28K +43 +47%
DFCM
1880
Dark Forest Capital Management
Puerto Rico
$24K -$103K -535 -81%
LF
1881
Lee Financial
Texas
$24K -$28.8K -150 -55%
IHWM
1882
Iron Horse Wealth Management
Iowa
$24K -$19K -100 -44%
RA
1883
Resolute Advisors
California
$23K -$1.51K -8 -6%
FCM
1884
Firestone Capital Management
Florida
$23K
VCM
1885
Versant Capital Management
Arizona
$20K -$22.5K -117 -53%
TIM
1886
Tortoise Investment Management
New York
$20K
BAM
1887
Bellevue Asset Management
Washington
$20K
PO
1888
Private Ocean
California
$19K -$57K -300 -75%
SMG
1889
Spectrum Management Group
Indiana
$19K
TH
1890
TCTC Holdings
Texas
$19K
FPB
1891
First PREMIER Bank
South Dakota
$19K
TLCM
1892
Twin Lakes Capital Management
California
$19K
LWA
1893
Lowe Wealth Advisors
Maryland
$15K
FCMT
1894
Founders Capital Management (Texas)
Texas
$15K
EWA
1895
Evolution Wealth Advisors
Florida
$15K
BC
1896
Belmont Capital
California
$13K
BA
1897
Bellwether Advisors
Nebraska
$12K -$549K -3,022 -98%
TLFA
1898
True Link Financial Advisors
California
$12K
UFF
1899
USA Financial Formulas
Michigan
$11K -$1.63M -8,769 -99%
M
1900
MOTCO
Texas
$11K