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Caterpillar

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
1976
Kenfarb & Co
Kentucky
$103K +$103K +500 New
BWM
1977
BerganKDV Wealth Management
Minnesota
$101K
DAC
1978
Dividend Assets Capital
South Carolina
$100K +$5.18K +25 +5%
JMF
1979
Johnson Midwest Financial
Iowa
$98K +$412 +2 +0.4%
GFPC
1980
Global Financial Private Client
Florida
$95.3K +$66.2K +320 +227%
TC
1981
TAP Consulting
Missouri
$94K +$94K +453 New
FRA
1982
Front Row Advisors
California
$93K -$2.48K -12 -3%
AWM
1983
AllSquare Wealth Management
New York
$93K
FNBOSM
1984
First National Bank of South Miami
Florida
$90K +$88.3K +427 +5,338%
SWA
1985
SOA Wealth Advisors
New York
$89K +$410 +2 +0.5%
RCG
1986
Rock Creek Group
District of Columbia
$88K -$6.99K -34 -7%
SFG
1987
Sage Financial Group
Pennsylvania
$83K
ONST
1988
Old North State Trust
North Carolina
$83K
C
1989
Covestor
United Kingdom
$83K +$83K +402 New
SPWG
1990
Sage Private Wealth Group
Illinois
$82K
PMA
1991
Prudent Man Advisors
Illinois
$81K
HWM
1992
HighMark Wealth Management
Minnesota
$78K
WWM
1993
Wagner Wealth Management
South Carolina
$78K +$46.2K +222 +145%
MFA
1994
McClarren Financial Advisors
Pennsylvania
$76K +$209 +1 +0.3%
BLC
1995
Brown, Lisle/Cummings
Rhode Island
$75.5K +$75.5K +365 New
First Eagle Investment Management
1996
First Eagle Investment Management
New York
$74K +$74K +360 New
FPFS
1997
First Personal Financial Services
North Carolina
$73K -$145K -700 -66%
BFG
1998
Baron Financial Group
New Jersey
$72.4K
CCA
1999
Column Capital Advisors
Indiana
$72K +$22.8K +111 +46%
EPM
2000
Equitec Proprietary Markets
Illinois
$72K +$72K +347 New