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Caterpillar

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 188 closing their positions.

Holders
2,062
Holders Change
-102
Holders Change %
-4.71%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
188
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M
Name Market Value Shares Shares
Change
Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$17M 94,917 +17,663 +23%
X
227
Xponance
Pennsylvania
$17M 94,912 -5,420 -5%
RFC
228
Regions Financial Corp
Alabama
$16.9M 94,745 -23 -0%
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$16.9M 94,651 +653 +0.7%
CWM
230
Congress Wealth Management
Massachusetts
$16.8M 93,765 -863 -0.9%
FBA
231
Front Barnett Associates
Illinois
$16.5M 92,453 +570 +0.6%
ERSOT
232
Employees Retirement System of Texas
Texas
$16.4M 92,000
SYBT
233
Stock Yards Bank & Trust
Kentucky
$16.3M 91,239 +6,397 +8%
WG
234
Winton Group
United Kingdom
$16.3M 91,210 +84,716 +1,305%
CIP
235
Chartwell Investment Partners
Pennsylvania
$16.2M 90,835 -5,230 -5%
II
236
IFM Investors
Australia
$16.1M 90,325 +5,308 +6%
Walleye Trading
237
Walleye Trading
New York
$16.1M 90,268 +89,601 +13,433%
NYLIM
238
New York Life Investment Management
New York
$16.1M 90,248 +90,248 New
GIBU
239
Gulf International Bank (UK)
United Kingdom
$16.1M 87,600 +200 +0.2%
ONB
240
Old National Bancorp
Indiana
$16M 89,507 +12,420 +16%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$15.8M 88,513 -590 -0.7%
ACP
242
Ashfield Capital Partners
California
$15.8M 88,246 +23,436 +36%
MCM
243
Moore Capital Management
New York
$15.6M 87,040 +16,862 +24%
LCS
244
Levin Capital Strategies
New York
$15.5M 86,499 -760 -0.9%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$15.4M 86,042 +13,465 +19%
VMPIC
246
Varma Mutual Pension Insurance Co
Finland
$15.4M 86,000 -75,343 -47%
CI
247
Capital International
California
$15.3M 85,626 +11,213 +15%
AWM
248
AE Wealth Management
Kansas
$15.3M 85,531 +14,133 +20%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$15.2M 85,094 -18,383 -18%
CIC
250
Cutler Investment Counsel
Oregon
$15M 83,871 +467 +0.6%