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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 %
DWP
1926
Destiny Wealth Partners
Florida
$46K 200
AIG
1927
American International Group
New York
$45K 193,962 -12,460 -6%
BAM
1928
Bellevue Asset Management
Washington
$43K 183
WWM
1929
Wolff Wiese Magana
California
$42K 182
RAM
1930
Riggs Asset Management
Pennsylvania
$42K 183
Nisa Investment Advisors
1931
Nisa Investment Advisors
Missouri
$41.1K 177,261 -20 -0%
APWM
1932
Atlas Private Wealth Management
New York
$40K 174
IPW
1933
IronBridge Private Wealth
Texas
$38K 163
HFS
1934
HBC Financial Services
Washington
$37.8K 162
MWC
1935
MBM Wealth Consultants
Missouri
$36K 155
DAC
1936
Dividend Assets Capital
South Carolina
$36K 155 +62 +67%
PVH
1937
Psagot Value Holdings
Israel
$35K 150 +77 +105%
WWM
1938
Wagner Wealth Management
South Carolina
$35K 153 +153 New
VCM
1939
Versant Capital Management
Arizona
$34K 145 +49 +51%
LS
1940
Leelyn Smith
Illinois
$33K 143 +1 +0.7%
GFPC
1941
Global Financial Private Client
Florida
$32.8K 141
M
1942
MOTCO
Texas
$31K 134 -250 -65%
MWP
1943
Meridian Wealth Partners
Pennsylvania
$31K 134 +14 +12%
CH
1944
Canton Hathaway
Rhode Island
$27K 118
Loomis, Sayles & Company
1945
Loomis, Sayles & Company
Massachusetts
$26K 113 -42 -27%
EWM
1946
Elmwood Wealth Management
California
$26K 110 +110 New
BAMG
1947
Brand Asset Management Group
Missouri
$26K 110 +110 New
GAM
1948
Grandview Asset Management
Pennsylvania
$26K 114 +114 New
CA
1949
Crewe Advisors
Utah
$25K 107
BA
1950
Bellwether Advisors
Nebraska
$25K 110 +42 +62%