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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 %
JRFS
2101
James Reed Financial Services
Ohio
$15K +$15K +75 New
BC
2102
Belmont Capital
California
$14K
IAG
2103
Investmark Advisory Group
Connecticut
$14K +$14K +68 New
BA
2104
Bellwether Advisors
Nebraska
$13K
AP
2105
Arlington Partners
Alabama
$12K -$60.6K -288 -83%
M
2106
MOTCO
Texas
$12K
RI
2107
Rinkey Investments
California
$12K +$12K +54 New
MFT
2108
Moisand Fitzgerald Tamayo
Florida
$11K -$75.7K -351 -87%
KFS
2109
Kelly Financial Services
Massachusetts
$11K
RCM
2110
Regency Capital Management
Hawaii
$9K +$9K +43 New
RCM
2111
Raleigh Capital Management
North Carolina
$9K +$9K +43 New
TIM
2112
Tevis Investment Management
Texas
$9K +$9K +43 New
TCM
2113
TD Capital Management
Tennessee
$8K
MIM
2114
Meridiem Investment Management
United Kingdom
$8K
CWM
2115
Curi Wealth Management
North Carolina
$8K +$8K +39 New
RK
2116
Rather & Kittrell
Tennessee
$8K +$8K +40 New
LWA
2117
Lenox Wealth Advisors
New York
$7K +$3K +15 +75%
AWM
2118
Atticus Wealth Management
Florida
$6K -$4.2K -21 -41%
MIM
2119
Macroview Investment Management
Maryland
$6K
SC
2120
Schubert & Co
Texas
$6K +$6K +31 New
LFG
2121
Leverty Financial Group
Wisconsin
$6K +$6K +32 New
VRS
2122
Virginia Retirement Systems
Virginia
$6K +$3.87K +18,700 +182%
TAM
2123
Tucker Asset Management
Colorado
$5.98K +$5.98K +29 New
TFM
2124
TFC Financial Management
Massachusetts
$5K
CAC
2125
Core Alternative Capital
Georgia
$5K +$5K +22 New