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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 %
RTL
1926
Red Tortoise LLC
Georgia
$2K +$2K +10 New
LAS
1927
Lloyd Advisory Services
Georgia
$1K -$1.86K -13 -65%
TFA
1928
Transamerica Financial Advisors
Florida
$1K +$250 +1 +33%
PG
1929
Proffitt & Goodson
Tennessee
$1K +$1K +7 New
VCWA
1930
Vanguard Capital Wealth Advisors
Colorado
$633 -$38 -196 -6%
AIM
1931
Artemis Investment Management
United Kingdom
-$75.8M -347,908 Closed
DFO
1932
Duquesne Family Office
New York
-$34M -156,400 Closed
SCA
1933
Southpoint Capital Advisors
New York
-$32.6M -150,000 Closed
TAM
1934
Telemark Asset Management
Massachusetts
-$32.6M -150,000 Closed
Alyeska Investment Group
1935
Alyeska Investment Group
Illinois
-$28.8M -132,470 Closed
PP
1936
Prudential plc
United Kingdom
-$25.4M -116,850 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1937
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$22.1M -101,400 Closed
SAM
1938
Sandbar Asset Management
United Kingdom
-$21M -96,302 Closed
Point72 Asset Management
1939
Point72 Asset Management
Connecticut
-$20.6M -94,618 Closed
PP
1940
Paloma Partners
Connecticut
-$19.8M -91,180 Closed
BA
1941
Bridgewater Associates
Connecticut
-$18.8M -86,402 Closed
ZDA
1942
Zweig-DiMenna Associates
New York
-$16.6M -76,178 Closed
Capital Fund Management (CFM)
1943
Capital Fund Management (CFM)
France
-$14.6M -66,869 Closed
AAA
1944
Adams Asset Advisors
Texas
-$9.67M -44,416 Closed
Westfield Capital Management
1945
Westfield Capital Management
Massachusetts
-$8.54M -39,235 Closed
GP
1946
Geneva Partners
Wisconsin
-$6.29M -28,894 Closed
SAM
1947
Scopus Asset Management
New York
-$6.16M -28,315 Closed
DACG
1948
Donor Advised Charitable Giving
California
-$5.93M -27,262 Closed
SCM
1949
Sitrin Capital Management
California
-$5.58M -25,656 Closed
Arrowstreet Capital
1950
Arrowstreet Capital
Massachusetts
-$5.55M -25,500 Closed