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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 %
BCM
301
Birmingham Capital Management
Alabama
$9.33M 56,845 -1,250 -2%
IG
302
ING Group
Netherlands
$9.31M 56,729 -54,006 -49%
Public Sector Pension Investment Board (PSP Investments)
303
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.29M 56,588 +5,284 +10%
OAM
304
Oppenheimer Asset Management
New York
$9.23M 56,258 +3,124 +6%
BBA
305
Baader Bank Aktiengesellschaft
Germany
$9.16M 55,810 +55,810 New
BHWM
306
Bar Harbor Wealth Management
New Hampshire
$9.14M 55,671 -1,029 -2%
CA
307
Cornerstone Advisors
North Carolina
$9.02M 55,000 +20,000 +57%
NA
308
NewEdge Advisors
Louisiana
$8.99M 54,764 +766 +1%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$8.86M 53,982 +1,044 +2%
WT
310
Whittier Trust
California
$8.85M 53,916 -4,449 -8%
HIMCH
311
Hartford Investment Management Co (HIMCO)
Connecticut
$8.79M 53,589 -225 -0.4%
LG
312
LaFleur & Godfrey
Michigan
$8.79M 53,559 +431 +0.8%
RCYC
313
Richard C. Young & Co
Rhode Island
$8.71M 53,090 +877 +2%
BCIM
314
British Columbia Investment Management
British Columbia, Canada
$8.66M 52,768 -9,445 -15%
DP
315
Dearborn Partners
Illinois
$8.41M 51,261 +53 +0.1%
VF
316
Vest Financial
Virginia
$8.34M 50,832 +7,198 +16%
CHAM
317
Clear Harbor Asset Management
Connecticut
$8.34M 50,799 -240 -0.5%
SPIA
318
Steward Partners Investment Advisory
New York
$8.32M 50,729 +6,905 +16%
HR
319
Howe & Rusling
New York
$8.22M 50,069 +932 +2%
KBC Group
320
KBC Group
Belgium
$8.21M 50,048 -600 -1%
GG
321
Greenwood Gearhart
Arkansas
$8.2M 49,973 +2,234 +5%
CS
322
Candriam SCA
Luxembourg
$8.2M 49,970 -1,887 -4%
BWL
323
Bogart Wealth LLC
Virginia
$8.18M 49,873 +8,141 +20%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$8.16M 49,754 +49,754 New
IAN
325
Integrated Advisors Network
Texas
$8.16M 49,726 -2,152 -4%