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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 %
NICM
2051
Neo Ivy Capital Management
New York
-$204K -936 Closed
CCT
2052
Capital City Trust
Florida
-$203K -933 Closed
Aristotle Capital Management
2053
Aristotle Capital Management
California
-$203K -932 Closed
HHGA
2054
Halbert Hargrove Global Advisors
California
-$202K -929 Closed
CNC
2055
Citizens & Northern Corp
Pennsylvania
-$201K -925 Closed
BFM
2056
Boothbay Fund Management
New York
-$201K -923 Closed
BFO
2057
Boston Family Office
Massachusetts
-$201K -922 Closed
FH
2058
FWG Holdings
Florida
-$200K -920 Closed
RB
2059
Renasant Bank
Mississippi
-$200K -919 Closed
LA
2060
LVW Advisors
New York
-$200K -917 Closed
KFP
2061
KB Financial Partners
New Jersey
-$195K -894 Closed
WA
2062
Wealth Advisors
California
-$166K -785 Closed
EBSAM
2063
Eubel Brady & Suttman Asset Management
Ohio
-$157K -678 Closed
PGWM
2064
Parisi Gray Wealth Management
New Jersey
-$127K -583 Closed
RDWM
2065
Red Door Wealth Management
Tennessee
-$124K -572 Closed
SOW
2066
State of Wyoming
Wyoming
-$99K -453 Closed
ITFISA
2067
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$88.1K -405 Closed
FI
2068
Financial Insights
Washington
-$847K -389 Closed
PSIWM
2069
Paradigm Strategies in Wealth Management
Minnesota
-$82K -375 Closed
TI
2070
tru Independence
Oregon
-$66K -303 Closed
PVH
2071
Psagot Value Holdings
Israel
-$61K -280 Closed
SL
2072
Savior LLC
Massachusetts
-$52K -237 Closed
HIM
2073
Hillsdale Investment Management
Ontario, Canada
-$44K -200 Closed
FFG
2074
Ford Financial Group
California
-$34K -159 Closed
EAM
2075
Exos Asset Management
New York
-$28K -130 Closed