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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 %
WA
176
WestEnd Advisors
North Carolina
$28M -$55.1M
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$27.9M +$701K +3,650 +3%
USAA
178
United Services Automobile Association
Texas
$27.8M -$639K -3,331 -2%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$27.7M -$411K -2,141 -1%
QC
180
Quadrature Capital
United Kingdom
$27.4M +$15.4M +80,339 +129%
CCMG
181
Clark Capital Management Group
Pennsylvania
$27.4M -$10M -52,287 -27%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$27.3M +$2.69M +14,034 +11%
WIC
183
Willis Investment Counsel
Georgia
$27M +$7.78M +40,550 +41%
IG
184
ING Group
Netherlands
$26.8M +$3.27M +17,035 +14%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$26.6M +$524K +2,730 +2%
TAM
186
Tocqueville Asset Management
New York
$26.6M -$120K -625 -0.4%
SOMRS
187
State of Michigan Retirement System
Michigan
$26.4M -$38.4K -200 -0.1%
GT
188
Glenview Trust
Kentucky
$26.3M +$450K +2,345 +2%
MHC
189
Meyer Handelman Company
New York
$26.2M -$134K -700 -0.5%
Creative Planning
190
Creative Planning
Kansas
$26.1M +$1.8M +9,400 +7%
William Blair & Company
191
William Blair & Company
Illinois
$25.8M +$823K +4,285 +3%
PCM
192
Penserra Capital Management
California
$24.9M +$24.9M +129,832 New
VMPIC
193
Varma Mutual Pension Insurance Co
Finland
$24.8M -$1.92M -10,000 -7%
GF
194
Gabelli Funds
New York
$24.7M -$197K -1,025 -0.8%
SCI
195
S&CO Inc
Massachusetts
$24.6M -$20.2K -105 -0.1%
AB
196
Amalgamated Bank
New York
$24.5M -$983K -5,119 -4%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$24.5M -$478K -2,490 -2%
UIM
198
USS Investment Management
United Kingdom
$24.3M +$20.4M +106,054 +513%
FP
199
Foundry Partners
Minnesota
$24.1M +$331K +1,725 +1%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$24.1M +$2.13M +10,941 +10%