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Caterpillar

2,003 hedge funds and large institutions have $87.8B invested in Caterpillar in 2021 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 758 increasing their positions, 734 reducing their positions, and 91 closing their positions.

Holders
2,003
Holders Change
+120
Holders Change %
+6.37%
% of All Funds
35.27%
Holding in Top 10
58
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+93.33%
% of All Funds
1.02%
New
229
Increased
758
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M
Name Market Value Shares Shares
Change
Shares
Change %
SIAG
2076
Safeguard Investment Advisory Group
California
-424 Closed
AWG
2077
Altus Wealth Group
Colorado
-404 Closed
KCM
2078
Kathmere Capital Management
Pennsylvania
-378 Closed
OPW
2079
Oxler Private Wealth
New York
-360 Closed
H
2080
Hexavest
Quebec, Canada
-324 Closed
D
2081
Diversified
Delaware
-324 Closed
BSSFA
2082
Baron Silver Stevens Financial Advisors
Florida
-323 Closed
CTFG
2083
Capstone Triton Financial Group
Oklahoma
-305 Closed
FWM
2084
FSA Wealth Management
Massachusetts
-267 Closed
TIAM2
2085
Tru Independence Asset Management 2
Oregon
-225 Closed
CYG
2086
Clean Yield Group
Vermont
-212 Closed
OIM
2087
Oder Investment Management
California
-184 Closed
FPW
2088
Flagship Private Wealth
Massachusetts
-175 Closed
FPB
2089
First PREMIER Bank
South Dakota
-125 Closed
CWM
2090
Curi Wealth Management
North Carolina
-120 Closed
BHWM
2091
Bay Harbor Wealth Management
Maryland
-104 Closed
JG
2092
Jefferies Group
New York
-80 Closed
BDWCC
2093
B&D White Capital Company
Texas
-25 Closed
CWM
2094
Cranbrook Wealth Management
Michigan
-23 Closed
CM
2095
Capula Management
Cayman Islands
XS
2096
XR Securities
Illinois
CAM
2097
CenterStar Asset Management
Illinois
IMC Chicago
2098
IMC Chicago
Illinois
MS
2099
Maven Securities
Jersey
Capital Fund Management (CFM)
2100
Capital Fund Management (CFM)
France