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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 %
AS
1976
Altshuler Shaham
Israel
$7K 31 -11 -26%
CIA
1977
CSat Investment Advisory
Michigan
$7K 30 -4 -12%
HFA
1978
Hoover Financial Advisors
Pennsylvania
$7K 30
MIM
1979
Macroview Investment Management
Maryland
$7K 30
NC
1980
NewSquare Capital
Pennsylvania
$6K 25
TFM
1981
TFC Financial Management
Massachusetts
$6K 24
BBHC
1982
Brown Brothers Harriman & Co
New York
$5.33K 22,975 -5,669 -20%
MGIM
1983
M&G Investment Management
United Kingdom
$5.01K 21,606 -1,477 -6%
RWG
1984
Regal Wealth Group
California
$5K 21
MWA
1985
Moser Wealth Advisors
Washington
$5K 20
LAS
1986
Lloyd Advisory Services
Georgia
$5K 22 +1 +5%
FMTCOCP
1987
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 20 +20 New
BMD
1988
Better Money Decisions
New Mexico
$5K 21 +21 New
RIM
1989
Rockbridge Investment Management
New York
$3K 14 -100 -88%
ADIM
1990
Alpha DNA Investment Management
Maryland
$3K 14
TCM
1991
TD Capital Management
Tennessee
$3K 15
CAM
1992
ClariVest Asset Management
California
$3K 14 +6 +75%
NICM
1993
Neo Ivy Capital Management
New York
$3K 15 +15 New
FNBOSM
1994
First National Bank of South Miami
Florida
$2K 8 -62 -89%
KIG
1995
Kessler Investment Group
Indiana
$2K 7
PCTC
1996
Perkins Coie Trust Company
Washington
$2K 10
IRAG
1997
Investment Research & Advisory Group
Georgia
$2K 10
MIH
1998
Meitav Investment House
Israel
$1.64K 7,058 +7,058 New
Walleye Capital
1999
Walleye Capital
New York
$1.06K 4,569 -10,517 -70%
1WM
2000
1900 Wealth Management
Texas
$822 3,546 +133 +4%