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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 %
BIP
2201
Blueprint Investment Partners
North Carolina
-$240K -1,250 Closed
AO
2202
Advisor OS
Illinois
-$232K -1,209 Closed
MC
2203
Maverick Capital
Texas
-$226K -1,175 Closed
EPWM
2204
Essex Private Wealth Management
Massachusetts
-$222K -1,156 Closed
CWM
2205
Calamos Wealth Management
Illinois
-$217K -1,128 Closed
HIP
2206
HUB Investment Partners
Texas
-$214K -1,116 Closed
BOPW
2207
Brandywine Oak Private Wealth
Pennsylvania
-$210K -1,094 Closed
PG
2208
Patten Group
Tennessee
-$208K -1,084 Closed
FNBOO
2209
First National Bank of Omaha
Nebraska
-$208K -1,083 Closed
PFWA
2210
Paces Ferry Wealth Advisors
Georgia
-$202K -1,053 Closed
DOA
2211
D'Orazio & Associates
Virginia
-$186K -971 Closed
SFP
2212
Sterling Financial Planning
New Jersey
-$182K -950 Closed
NEAM
2213
New England Asset Management
Connecticut
-$181K -944 Closed
CDIA
2214
Capital Directions Investment Advisors
Georgia
-$178K -928 Closed
PWM
2215
Prentice Wealth Management
New York
-$169K -879 Closed
Q
2216
QVR
California
-$158K -821 Closed
AL
2217
ADE LLC
Maryland
-$116K -606 Closed
JPLA
2218
Joseph P. Lucia & Associates
New York
-$81K -419 Closed
LWM
2219
Liberty Wealth Management
California
-$77K -396 Closed
PWA
2220
Phoenix Wealth Advisors
North Carolina
-$70K -364 Closed
APWA
2221
Atlas Private Wealth Advisors
New Jersey
-$52K -272 Closed
CPC
2222
Consolidated Planning Corp
Georgia
-$52K -270 Closed
CAGAS
2223
Capital Advisory Group Advisory Services
Minnesota
-$38K -200 Closed
SAI
2224
Systematic Alpha Investments
New Jersey
-$32K -157 Closed
IWA
2225
IBEX Wealth Advisors
New Jersey
-$28K -145 Closed