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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 %
KFS
1901
Kelly Financial Services
Massachusetts
$10.2K -$2.2M -11,481 -100%
AWM
1902
Atticus Wealth Management
Florida
$10K -$122K -623 -92%
MSFP
1903
Mark Sheptoff Financial Planning
Connecticut
$10K -$41.3K -215 -81%
CCM
1904
Carderock Capital Management
Maryland
$10K +$10K +50 New
GCM
1905
Gladius Capital Management
Illinois
$10K +$10K +52 New
TCM
1906
TD Capital Management
Tennessee
$8K
MIM
1907
Meridiem Investment Management
United Kingdom
$8K
SQA
1908
Simon Quick Advisors
New Jersey
$7K -$54.3K -318 -89%
CA
1909
Crewe Advisors
Utah
$6K -$7.55K -39 -56%
AWM
1910
Activest Wealth Management
Florida
$6K -$6.6K -33 -52%
MIM
1911
Macroview Investment Management
Maryland
$6K
IF
1912
Ironwood Financial
Arizona
$6K
TFM
1913
TFC Financial Management
Massachusetts
$5K
CWM
1914
Cranbrook Wealth Management
Michigan
$5K +$5K +25 New
GPA
1915
Guidance Point Advisors
Massachusetts
$5K +$5K +27 New
LWA
1916
Lenox Wealth Advisors
New York
$4K -$6.4K -32 -62%
CWA
1917
Clearview Wealth Advisors
Oregon
$4K -$6K -30 -60%
BMD
1918
Better Money Decisions
New Mexico
$4K
CI
1919
Cordant Inc
Oregon
$4K +$4K +19 New
BBHC
1920
Brown Brothers Harriman & Co
New York
$3.04K -$1.31K -6,836 -30%
CAC
1921
Certified Advisory Corp
Florida
$3K +$3K +14 New
PCTC
1922
Perkins Coie Trust Company
Washington
$2K
FNBOSM
1923
First National Bank of South Miami
Florida
$2K
IRAG
1924
Investment Research & Advisory Group
Georgia
$2K
RIM
1925
Rockbridge Investment Management
New York
$2K