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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
IMRF
376
Illinois Municipal Retirement Fund
Illinois
$9.13M +$5.42M +22,613 +146%
PP
377
Prudential plc
United Kingdom
$9.1M +$2.95M +12,328 +48%
NAMA
378
Nikko Asset Management Americas
New York
$9.02M -$1.35M -5,646 -13%
WTC
379
WhitTier Trust Company
Nevada
$8.93M +$17.7K +74 +0.2%
TCM
380
Tufton Capital Management
Maryland
$8.92M -$116K -485 -1%
SB
381
Simmons Bank
Arkansas
$8.89M +$335K +1,400 +4%
FNFDCM
382
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.87M +$33.6K +138 +0.4%
SF
383
Synovus Financial
Georgia
$8.86M +$294K +1,226 +3%
PCM
384
Parsons Capital Management
Rhode Island
$8.86M +$276K +1,151 +3%
Handelsbanken Fonder
385
Handelsbanken Fonder
Sweden
$8.82M -$8.26M -34,480 -48%
JIR
386
James Investment Research
Ohio
$8.78M -$890K -3,716 -9%
CA
387
Cetera Advisors
Colorado
$8.71M +$1.23M +5,114 +16%
PWAG
388
Polaris Wealth Advisory Group
California
$8.68M -$1.54M -6,132 -15%
GCM
389
Gladius Capital Management
Illinois
$8.62M +$8.62M +36,000 New
Fayez Sarofim & Co
390
Fayez Sarofim & Co
Texas
$8.62M +$120K +500 +1%
AIMCA
391
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.58M +$8.58M +35,800 New
KWILP
392
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.56M +$8.56M +35,725 New
PTC
393
Philadelphia Trust Company
Pennsylvania
$8.5M -$751K -3,133 -8%
Lido Advisors
394
Lido Advisors
California
$8.49M +$4.58M +19,101 +117%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.44M +$1.53M +6,406 +22%
SIC
396
Salem Investment Counselors
North Carolina
$8.42M +$131K +546 +2%
AHC
397
Anderson Hoagland & Co
Missouri
$8.4M +$137K +556 +2%
GAM
398
Gotham Asset Management
New York
$8.38M +$4.52M +18,870 +117%
PFS
399
Prospera Financial Services
Texas
$8.26M -$1M -4,181 -11%
SMI
400
Shelter Mutual Insurance
Missouri
$8.19M