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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 %
OF
2001
Outfitter Financial
Maine
$72K +$72K +350 New
AIM
2002
AHL Investment Management
Florida
$72K +$72K +350 New
ACA
2003
Atlas Capital Advisors
Wyoming
$71.5K -$31.8K -154 -31%
DSC
2004
Duncker Streett & Co
Missouri
$71K
CA
2005
Centerpoint Advisors
Massachusetts
$70K
JWM
2006
Janiczek Wealth Management
Colorado
$70K +$8.24K +40 +13%
ITFISA
2007
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$69.4K +$69.4K +337 New
KFI
2008
Key Financial Inc
Pennsylvania
$67K
JFA
2009
JNBA Financial Advisors
Minnesota
$66K
ODG
2010
O'Dell Group
Ohio
$65K +$31.2K +150 +92%
TF
2011
TimeScale Financial
Massachusetts
$63K +$206 +1 +0.3%
ECM
2012
Estabrook Capital Management
New York
$62K
FMP
2013
Financial Management Professionals
Texas
$62K -$829 -4 -1%
EC
2014
Estate Counselors
Wisconsin
$62K
MAM
2015
Marquette Asset Management
Minnesota
$62K
OCM
2016
Orion Capital Management
California
$62K
SGAM
2017
Smith Group Asset Management
Texas
$62K
CWA
2018
Core Wealth Advisors
Florida
$62K +$62K +300 New
RA
2019
Rise Advisors
New York
$61.5K +$61.5K +297 New
APC
2020
Aspire Private Capital
North Carolina
$60K +$206 +1 +0.3%
ME
2021
McIlrath & Eck
Washington
$59K
EARNEST Partners
2022
EARNEST Partners
Georgia
$59K
WIM
2023
Westside Investment Management
California
$58.4K +$82 +1 +0.1%
NC
2024
NewSquare Capital
Pennsylvania
$57K
SFA
2025
Semmax Financial Advisors
North Carolina
$56K +$8.65K +42 +18%