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Caterpillar

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M
Name Market Value Shares Shares
Change
Shares
Change %
COPPSERS
251
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.7M 77,217 -442 -0.6%
FNBT
252
FineMark National Bank & Trust
Florida
$12.6M 77,005 +1,012 +1%
BS
253
Banco Santander
Spain
$12.5M 76,376 -1,309 -2%
JCM
254
Janney Capital Management
Pennsylvania
$12.4M 75,787 +1,312 +2%
FNT
255
First National Trust
Pennsylvania
$12.4M 75,350 +1,302 +2%
MIH
256
Meitav Investment House
Israel
$12.4M 74,600 +12,500 +20%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$12.3M 75,045 +5,210 +7%
BMSSC
258
B. Metzler seel. Sohn & Co
Germany
$12.3M 74,970 +5,399 +8%
MIM
259
Marco Investment Management
Georgia
$12.3M 74,773 +2,140 +3%
TPSF
260
Texas Permanent School Fund
Texas
$12.3M 74,696 +4,246 +6%
PI
261
PineBridge Investments
New York
$12.2M 74,218 +55,695 +301%
CIA
262
CCM Investment Advisers
South Carolina
$12.2M 74,117 +623 +0.8%
NAM
263
NorthCrest Asset Manangement
Minnesota
$12.1M 73,712 +1,463 +2%
CIS
264
Capital International Sarl
California
$12M 72,984 +14,986 +26%
PAG
265
Private Advisor Group
New Jersey
$12M 72,843 -10,281 -12%
SEI Investments
266
SEI Investments
Pennsylvania
$11.9M 72,640 -3,783 -5%
SI
267
Stephens Inc
Arkansas
$11.9M 72,632 -201 -0.3%
Handelsbanken Fonder
268
Handelsbanken Fonder
Sweden
$11.7M 71,284 -626 -0.9%
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
$11.6M 70,885 +14,223 +25%
RIG
270
RiverFront Investment Group
Virginia
$11.6M 57,402 -6,203 -10%
BAAM
271
Baker Avenue Asset Management
California
$11.5M 70,254 +11,799 +20%
OC
272
Oppenheimer & Co
New York
$11.4M 69,542 +22,523 +48%
GIM
273
Grassi Investment Management
California
$11.3M 69,004
AFP
274
Ausdal Financial Partners
Iowa
$11.3M 68,998 -173 -0.3%
CIP
275
Chartwell Investment Partners
Pennsylvania
$11.2M 68,106 -22,729 -25%