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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CC
376
Cipher Capital
New York
$6.28M +$6.28M +38,261 New
Caisse de Depot et Placement du Quebec (CDPQ)
377
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.23M +$2.8M +17,083 +82%
SOS
378
Silver Oak Securities
Tennessee
$6.22M -$1.08M -3,941 -15%
TCM
379
Tufton Capital Management
Maryland
$6.19M -$2.99M -18,220 -33%
CM
380
Churchill Management
California
$6.18M -$51.8K -316 -0.8%
MYAM
381
Meiji Yasuda Asset Management
Japan
$6.16M +$2.29M +13,949 +59%
PAM
382
Panagora Asset Management
Massachusetts
$6.16M +$333K +2,028 +6%
WTC
383
WhitTier Trust Company
Nevada
$6.1M +$519K +3,165 +9%
SCP
384
Stamos Capital Partners
California
$6.04M +$3.55M +21,630 +142%
AI
385
Atria Investments
North Carolina
$5.99M -$891K -5,428 -13%
DILIC
386
Dai-ichi Life Insurance Company
Japan
$5.98M -$881K -5,368 -13%
FNFDCM
387
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.96M +$4.27K +26 +0.1%
OHIS
388
Oak Harvest Investment Services
Texas
$5.92M +$205K +1,248 +4%
PCM
389
Parsons Capital Management
Rhode Island
$5.88M +$53.5K +326 +0.9%
SB
390
Simmons Bank
Arkansas
$5.86M +$333K +2,027 +6%
SF
391
Synovus Financial
Georgia
$5.84M +$119K +731 +2%
Fayez Sarofim & Co
392
Fayez Sarofim & Co
Texas
$5.82M +$113K +691 +2%
AWS
393
Atria Wealth Solutions
New York
$5.75M +$2.43M +14,824 +73%
Cetera Investment Advisers
394
Cetera Investment Advisers
Illinois
$5.74M -$2.7M -16,484 -32%
Cerity Partners
395
Cerity Partners
New York
$5.72M -$147K -898 -3%
SIC
396
Salem Investment Counselors
North Carolina
$5.68M -$29.4K -179 -0.5%
BCM
397
Brookstone Capital Management
Illinois
$5.67M -$1.18M -6,553 -17%
BF
398
BOK Financial
Oklahoma
$5.65M -$1.34M -8,170 -19%
SG Americas Securities
399
SG Americas Securities
New York
$5.62M -$4.21M -25,666 -43%
SMI
400
Shelter Mutual Insurance
Missouri
$5.61M