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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 %
SAM
351
Securian Asset Management
Minnesota
$10.4M 43,474 +482 +1%
CANC
352
Culbertson A N & Co
Virginia
$10.4M 43,433 +40 +0.1%
AIA
353
Allied Investment Advisors
Montana
$10.4M 43,408 +10 +0%
BCM
354
Bourgeon Capital Management
Connecticut
$10.1M 41,964 +115 +0.3%
KRS
355
Kentucky Retirement Systems
Kentucky
$9.94M 41,505 +181 +0.4%
AM
356
Atwater Malick
Pennsylvania
$9.86M 41,151 +354 +0.9%
MCM
357
McRae Capital Management
New Jersey
$9.86M 41,143 -149 -0.4%
AMBIA
358
Allen Mooney & Barnes Investment Advisors
Georgia
$9.84M 41,075 +434 +1%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$9.8M 40,895 -200 -0.5%
EMPI
360
Elo Mutual Pension Insurance
Finland
$9.79M 40,867 +807 +2%
SWM
361
Stockman Wealth Management
Montana
$9.78M 40,842 -2,533 -6%
CIA
362
Capital Investment Advisors
Georgia
$9.72M 40,571 -75 -0.2%
LIA
363
LS Investment Advisors
Michigan
$9.7M 40,498 -1,159 -3%
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$9.69M 40,449 -37 -0.1%
PAI
365
Pittenger & Anderson Inc
Nebraska
$9.68M 40,427 -308 -0.8%
AI
366
Atria Investments
North Carolina
$9.66M 40,323 +3,811 +10%
SFI
367
Susquehanna Fundamental Investments
Pennsylvania
$9.63M 40,200 -25,163 -38%
FAT
368
First American Trust
California
$9.6M 40,061 +1,170 +3%
PWLP
369
Prio Wealth Limited Partnership
Massachusetts
$9.59M 40,045 +170 +0.4%
AAM
370
Advisors Asset Management
Colorado
$9.43M 39,350 -5,652 -13%
Group One Trading
371
Group One Trading
Illinois
$9.37M 39,115 +25,773 +193%
NCM
372
Noesis Capital Mangement
Florida
$9.32M 38,908 -1,299 -3%
AWS
373
Atria Wealth Solutions
New York
$9.27M 38,690 +3,660 +10%
CA
374
Cullinan Associates
Kentucky
$9.21M 38,462 +7,064 +22%
ASN
375
Advisory Services Network
Georgia
$9.21M 38,429 +6,889 +22%