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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 %
LSERS
401
Louisiana State Employees Retirement System
Louisiana
$5.55M
AHC
402
Anderson Hoagland & Co
Missouri
$5.52M +$45.9K +280 +0.8%
WG
403
Welch Group
Alabama
$5.42M +$145K +885 +3%
BCV
404
Banque Cantonale Vaudoise
Switzerland
$5.32M +$357K +2,178 +7%
Simplex Trading
405
Simplex Trading
Illinois
$5.31M +$5.31M +32,345 New
FC
406
FORA Capital
Florida
$5.25M +$5.25M +32,004 New
CWM
407
CIBC World Markets
New York
$5.23M -$2.07M -12,601 -28%
AAF
408
Andra AP-fonden
Sweden
$5.2M +$591K +3,600 +13%
SPC
409
Sigma Planning Corp
Michigan
$5.2M -$155K -946 -3%
ASN
410
Advisory Services Network
Georgia
$5.17M -$202K -1,232 -4%
Dodge & Cox
411
Dodge & Cox
California
$5.16M
MLICM
412
Metropolitan Life Insurance Company (MetLife)
New York
$5.16M -$114K -697 -2%
CA
413
Cullinan Associates
Kentucky
$5.15M +$245K +1,491 +5%
CA
414
Cetera Advisors
Colorado
$5.13M +$1.27M +7,721 +33%
SBH
415
Segall Bryant & Hamill
Illinois
$5.06M +$136K +831 +3%
CC
416
Cannell & Co
New York
$5.03M
CCM
417
Consolidated Capital Management
California
$4.89M -$190K -1,161 -4%
KCM
418
Kanawha Capital Management
Virginia
$4.88M -$13K -79 -0.3%
CPC
419
Consolidated Planning Corp
Georgia
$4.87M +$121K +738 +3%
VFM
420
Viking Fund Management
North Dakota
$4.84M +$1.97M +12,000 +69%
FFBTD
421
First Financial Bank - Trust Division
Ohio
$4.82M +$127K +772 +3%
KOCAA
422
Knights of Columbus Asset Advisors
Connecticut
$4.82M +$474K +2,890 +11%
KPWS
423
Kestra Private Wealth Services
Texas
$4.8M +$84.7K +516 +2%
OCAM
424
Onex Canada Asset Management
Ontario, Canada
$4.78M +$88.9K +542 +2%
GAB
425
German American Bancorp
Indiana
$4.75M +$1.72M +10,478 +57%