CAT icon

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 %
ALAM
401
Asahi Life Asset Management
Japan
$8.11M -$2.85M -11,915 -26%
Connor, Clark & Lunn Investment Management (CC&L)
402
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.09M +$8.09M +33,786 New
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$8.05M -$47.9K -200 -0.6%
WG
404
Welch Group
Alabama
$8.01M +$92.2K +385 +1%
BF
405
BOK Financial
Oklahoma
$7.93M -$312K -1,303 -4%
BCM
406
Brookstone Capital Management
Illinois
$7.84M -$26.1K -105 -0.3%
PRC
407
Pearl River Capital
Michigan
$7.8M +$1.49M +6,207 +24%
Rafferty Asset Management
408
Rafferty Asset Management
New York
$7.67M +$3.64M +15,179 +90%
DILIC
409
Dai-ichi Life Insurance Company
Japan
$7.6M -$1.13M -4,718 -13%
LF
410
Longbow Finance
Switzerland
$7.5M +$7.5M +31,295 New
SBH
411
Segall Bryant & Hamill
Illinois
$7.34M -$63.5K -265 -0.9%
VPIM
412
Vanguard Personalized Indexing Management
California
$7.33M +$1.94M +8,106 +36%
BCM
413
Becker Capital Management
Oregon
$7.28M -$3.69M -15,420 -34%
CPC
414
Consolidated Planning Corp
Georgia
$7.26M +$143K +595 +2%
Dodge & Cox
415
Dodge & Cox
California
$7.2M -$333K -1,388 -4%
HWM
416
HB Wealth Management
Georgia
$7.2M +$516K +2,154 +8%
AAS
417
Ameritas Advisory Services
Nebraska
$7.2M +$2.85M +11,904 +66%
KCM
418
Kanawha Capital Management
Virginia
$7.11M -$17.2K -72 -0.2%
CC
419
Cannell & Co
New York
$7.08M -$269K -1,124 -4%
OCAM
420
Onex Canada Asset Management
Ontario, Canada
$7.04M +$59.2K +247 +0.8%
MLICM
421
Metropolitan Life Insurance Company (MetLife)
New York
$7.04M -$494K -2,063 -7%
FWCM
422
Ferguson Wellman Capital Management
Oregon
$7.03M +$418K +1,744 +6%
GAB
423
German American Bancorp
Indiana
$6.98M +$47.2K +197 +0.7%
CGIM
424
Capital Group Investment Management
Singapore
$6.87M +$6.87M +28,689 New
EGA
425
Eagle Global Advisors
Texas
$6.84M -$32.3K -135 -0.5%