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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 %
LS
2076
Leelyn Smith
Illinois
$30K
LF
2077
Lee Financial
Texas
$30K +$3.96K +19 +15%
PO
2078
Private Ocean
California
$29K +$8.43K +41 +41%
AFS
2079
Annapolis Financial Services
Maryland
$28K -$10.2K -49 -27%
CMA
2080
Cedar Mountain Advisors
Oregon
$28K
MIFH
2081
Migdal Insurance & Financial Holdings
Israel
$27K -$94.3M -457,369 -100%
MSFP
2082
Mark Sheptoff Financial Planning
Connecticut
$27K +$16.4K +80 +154%
CA
2083
Crewe Advisors
Utah
$27K +$20.6K +100 +323%
IHWM
2084
Iron Horse Wealth Management
Iowa
$26K
ETC
2085
Exchange Traded Concepts
Oklahoma
$24K -$5.25M -25,808 -100%
WA
2086
WestEnd Advisors
North Carolina
$24K +$24K +116 New
VCM
2087
Versant Capital Management
Arizona
$23K +$1.26K +6 +6%
EWM
2088
Elmwood Wealth Management
California
$23K +$23K +110 New
TIM
2089
Tortoise Investment Management
New York
$22K
CAL
2090
Capital Advisors Ltd
Ohio
$22K +$22K +105 New
SMG
2091
Spectrum Management Group
Indiana
$21K
TH
2092
TCTC Holdings
Texas
$21K
FPB
2093
First PREMIER Bank
South Dakota
$21K
TLCM
2094
Twin Lakes Capital Management
California
$21K
BAM
2095
Bellevue Asset Management
Washington
$21K +$208 +1 +1%
FCMT
2096
Founders Capital Management (Texas)
Texas
$17K
HS
2097
Horan Securities
United States
$17K +$17K +80 New
LWA
2098
Lowe Wealth Advisors
Maryland
$16K
KLWA
2099
Kelly Lawrence W & Associates
California
$16K +$16K +79 New
MGIM
2100
M&G Investment Management
United Kingdom
$15.6K -$29.7K -143,693 -66%