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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 %
FCM
1951
Firestone Capital Management
Florida
$24K 105
TIM
1952
Tortoise Investment Management
New York
$24K 105
RA
1953
Resolute Advisors
California
$24K 130 +130 New
AA
1954
AlphaMark Advisors
Kentucky
$23K 100
SMG
1955
Spectrum Management Group
Indiana
$23K 100
TH
1956
TCTC Holdings
Texas
$23K 100
TLCM
1957
Twin Lakes Capital Management
California
$23K 100 +100 New
APC
1958
Aspire Private Capital
North Carolina
$22K 97 -200 -67%
CMA
1959
Cedar Mountain Advisors
Oregon
$22K 93
AWM
1960
Activest Wealth Management
Florida
$21K 93 +93 New
HS
1961
Horan Securities
United States
$19K 80
FCMT
1962
Founders Capital Management (Texas)
Texas
$19K 80
EWA
1963
Evolution Wealth Advisors
Florida
$18K 78
LWA
1964
Lowe Wealth Advisors
Maryland
$18K 76 +22 +41%
BC
1965
Belmont Capital
California
$16K 70
PA
1966
Perennial Advisors
New York
$14K 62 -3 -5%
PMFA
1967
Plante Moran Financial Advisors
Michigan
$13K 55 -586 -91%
KFS
1968
Kelly Financial Services
Massachusetts
$12.3K 53
LWA
1969
Lenox Wealth Advisors
New York
$12K 51 -515 -91%
GSAM
1970
Grant Street Asset Management
Pennsylvania
$12K 50
MIM
1971
Meridiem Investment Management
United Kingdom
$9K 40 +40 New
RWM
1972
RBA Wealth Management
California
$8.12K 35 +35 New
IF
1973
Ironwood Financial
Arizona
$8K 33
AFS
1974
Annapolis Financial Services
Maryland
$8K 34
PFA
1975
Professional Financial Advisors
Nebraska
$8K 35