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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 %
HFS
2026
HBC Financial Services
Washington
$56K +$22.6K +110 +67%
MW
2027
Milestone Wealth
New York
$56K +$56K +269 New
AW
2028
Alaethes Wealth
Nevada
$55K
CC
2029
Corsicana & Co
Texas
$55K
EI
2030
Ellevest Inc
New York
$55K +$3.33K +16 +6%
BIA
2031
Bell Investment Advisors
California
$55K +$12.1K +58 +28%
TCM
2032
Tradewinds Capital Management
Washington
$54K -$4.11K -20 -7%
PFA
2033
Professional Financial Advisors
Nebraska
$53K
EL
2034
EMFO LLC
Florida
$53K
FEG
2035
Financial Enhancement Group
Indiana
$52K -$1.04K -5 -2%
CFFP
2036
Center for Financial Planning
Michigan
$52K
BAM
2037
Baldrige Asset Management
Pennsylvania
$52K
AW
2038
Avion Wealth
Texas
$51K
PCA
2039
Providence Capital Advisors
North Carolina
$51K
TC
2040
Tacita Capital
Ontario, Canada
$51K
WPA
2041
West Paces Advisors
Georgia
$50.2K +$2.69K +13 +6%
BA
2042
Bivin & Associates
Oklahoma
$49K +$49K +235 New
MTWM
2043
Masso Torrence Wealth Management
New Jersey
$49K +$49K +236 New
RAM
2044
Riggs Asset Management
Pennsylvania
$48K
POIA
2045
Pin Oak Investment Advisors
Texas
$48K
NICM
2046
Neo Ivy Capital Management
New York
$48K +$48K +231 New
SMFG
2047
Sumitomo Mitsui Financial Group
Japan
$48K +$48K +232 New
HCM
2048
Horrell Capital Management
Arkansas
$47K
CH
2049
Canton Hathaway
Rhode Island
$45K
MWA
2050
Moser Wealth Advisors
Washington
$45K