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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 %
SFO
2026
Standard Family Office
South Dakota
-$225K -1,033 Closed
RCA
2027
Reitz Capital Advisors
Michigan
-$223K -1,025 Closed
SCM
2028
Salem Capital Management
Massachusetts
-$221K -1,016 Closed
CG
2029
CFO4Life Group
Texas
-$221K -1,015 Closed
BIA
2030
Bigelow Investment Advisors
Maine
-$220K -1,013 Closed
JIC
2031
Joel Isaacson & Co
New York
-$220K -1,011 Closed
BAM
2032
Berkshire Asset Management
Pennsylvania
-$219K -1,006 Closed
KOMWMG
2033
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$219K -1,006 Closed
IFS
2034
Ifrah Financial Services
Arkansas
-$218K -1,001 Closed
CAM
2035
Concorde Asset Management
Michigan
-$218K -1,000 Closed
SG
2036
Somerset Group
Minnesota
-$218K -1,000 Closed
CAM
2037
Cubic Asset Management
Massachusetts
-$218K -1,000 Closed
AAM
2038
Azzad Asset Management
Virginia
-$218K -1,000 Closed
STB
2039
S&T Bank
Pennsylvania
-$217K -999 Closed
DWM
2040
Destination Wealth Management
California
-$212K -975 Closed
PWP
2041
Personal Wealth Partners
Minnesota
-$212K -974 Closed
FMC
2042
Financial Management Concepts
Florida
-$206K -971 Closed
PCM
2043
Piedmont Capital Management
Montana
-$209K -963 Closed
CCM
2044
Canal Capital Management
Virginia
-$210K -963 Closed
CWA
2045
Canvas Wealth Advisors
Kansas
-$208K -955 Closed
LWP
2046
Legacy Wealth Planning
Nevada
-$207K -951 Closed
AFM
2047
Abbot Financial Management
Massachusetts
-$207K -950 Closed
PTC
2048
Petrus Trust Company
Texas
-$205K -942 Closed
SIM
2049
SSI Investment Management
California
-$205K -941 Closed
SHGA
2050
Sand Hill Global Advisors
California
-$204K -939 Closed