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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 %
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$11.2M 68,064 +9,555 +16%
Brown Advisory
277
Brown Advisory
Maryland
$11.2M 67,957 +2,111 +3%
CII
278
Capital International Inc
California
$10.8M 65,529 -15,057 -19%
BPWM
279
Badgley Phelps Wealth Managers
Washington
$10.7M 65,459 +1,677 +3%
SFI
280
Susquehanna Fundamental Investments
Pennsylvania
$10.7M 65,363 +65,363 New
IAA
281
Independent Advisor Alliance
North Carolina
$10.7M 65,308 +957 +1%
DAM
282
Delta Asset Management
Tennessee
$10.6M 64,669 -703 -1%
FT
283
Fiduciary Trust
Massachusetts
$10.6M 64,673 -493 -0.8%
CBOR
284
Community Bank of Raymore
Missouri
$10.6M 64,525
TWC
285
TD Waterhouse Canada
Ontario, Canada
$10.5M 60,301 +561 +0.9%
BPA
286
Beacon Pointe Advisors
California
$10.3M 62,859 +8,869 +16%
BCP
287
Blue Chip Partners
Michigan
$10.2M 62,448 +1,845 +3%
KIA
288
KCM Investment Advisors
California
$10.1M 61,332 -1,447 -2%
CNB
289
Czech National Bank
Czech Republic
$10.1M 61,330 +61,330 New
PA
290
Pinnacle Associates
New York
$10M 61,158 -296 -0.5%
NAM
291
Nissay Asset Management
Japan
$10M 60,992 +2,024 +3%
NB
292
Norinchukin Bank
Japan
$9.88M 60,239 +3,044 +5%
CSS
293
Cubist Systematic Strategies
Connecticut
$9.86M 60,084 -64,408 -52%
BC
294
Blackhill Capital
New Jersey
$9.85M 60,000
GG
295
Gofen & Glossberg
Illinois
$9.83M 59,880 +549 +0.9%
LDB
296
Lee, Danner & Bass
Tennessee
$9.78M 59,587 -333 -0.6%
ACA
297
Aptus Capital Advisors
Alabama
$9.76M 59,497 +4,363 +8%
ZCM
298
Ziegler Capital Management
Illinois
$9.71M 58,890 -2,665 -4%
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
$9.41M 57,354 -122,161 -68%
DADC
300
D.A. Davidson & Co
Montana
$9.34M 56,879 +2,062 +4%