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Caterpillar

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B
Name Market Value Shares Shares
Change
Shares
Change %
ECM
251
ExodusPoint Capital Management
New York
$19.7M 82,336 +82,336 New
AIM
252
ARK Investment Management
Florida
$19.7M 82,270 -13,919 -14%
CIC
253
Cutler Investment Counsel
Oregon
$19.5M 81,196 -2,188 -3%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$19.4M 80,981 +1,829 +2%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$18.9M 78,888 +3,843 +5%
JCM
256
Janney Capital Management
Pennsylvania
$18.9M 78,724 +2,937 +4%
MOACM
257
Mutual of America Capital Management
New York
$18.8M 78,553 +1,065 +1%
SI
258
Stephens Inc
Arkansas
$18.6M 77,585 +4,953 +7%
FNBT
259
FineMark National Bank & Trust
Florida
$18.5M 77,319 +314 +0.4%
PAM
260
Panagora Asset Management
Massachusetts
$18.5M 77,037 +39,506 +105%
MIH
261
Meitav Investment House
Israel
$18.3M 75,918 +1,318 +2%
FNT
262
First National Trust
Pennsylvania
$18.2M 76,044 +694 +0.9%
BS
263
Banco Santander
Spain
$18M 75,105 -1,271 -2%
MIM
264
Marco Investment Management
Georgia
$17.9M 74,673 -100 -0.1%
TPSF
265
Texas Permanent School Fund
Texas
$17.7M 73,940 -756 -1%
JFG
266
Jefferies Financial Group
New York
$17.6M 73,600 +73,600 New
WCMN
267
Westchester Capital Management (Nebraska)
Nebraska
$17.6M 73,352 -4,808 -6%
NAM
268
NorthCrest Asset Manangement
Minnesota
$17.2M 71,770 -1,942 -3%
BAAM
269
Baker Avenue Asset Management
California
$16.6M 69,359 -895 -1%
GIM
270
Grassi Investment Management
California
$16.5M 69,004
Brown Advisory
271
Brown Advisory
Maryland
$16.5M 68,749 +792 +1%
AFP
272
Ausdal Financial Partners
Iowa
$16.4M 68,267 -731 -1%
HPG
273
Harvest Portfolios Group
Ontario, Canada
$16.3M 67,933 +67,933 New
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$16.2M 67,686 -378 -0.6%
BPWM
275
Badgley Phelps Wealth Managers
Washington
$16.1M 67,030 +1,571 +2%