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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 %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.73M +$129K +784 +3%
RC
427
RegentAtlantic Capital
New Jersey
$4.72M -$31.3K -191 -0.7%
Balyasny Asset Management
428
Balyasny Asset Management
Illinois
$4.71M +$4.71M +28,676 New
EGA
429
Eagle Global Advisors
Texas
$4.7M -$109K -667 -2%
KA
430
Kintegral Advisory
New York
$4.65M
BC
431
Burney Company
Virginia
$4.61M +$1.83M +11,179 +66%
WF
432
Welch & Forbes
Massachusetts
$4.6M +$82.2K +501 +2%
HWM
433
HB Wealth Management
Georgia
$4.58M +$460K +2,801 +11%
ST
434
Spinnaker Trust
Maine
$4.55M
FWCM
435
Ferguson Wellman Capital Management
Oregon
$4.53M -$15.6K -95 -0.3%
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$4.52M -$10.2K -62 -0.2%
SIC
437
Sigma Investment Counselors
Michigan
$4.51M -$89.4K -545 -2%
UIC
438
Uniplan Investment Counsel
Wisconsin
$4.48M +$4.48M +27,328 New
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$4.48M -$443K -2,700 -9%
MMA
440
Miracle Mile Advisors
California
$4.46M +$84.8K +517 +2%
AWAG
441
ARS Wealth Advisors Group
Florida
$4.44M +$188K +1,147 +4%
AC
442
Addenda Capital
Quebec, Canada
$4.42M +$4.42M +26,919 New
SFM
443
Signet Financial Management
New Jersey
$4.39M +$23.8K +145 +0.5%
Koshinski Asset Management
444
Koshinski Asset Management
Illinois
$4.38M -$110K -669 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
445
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.35M +$4.01M +24,416 +1,178%
AAS
446
Avantax Advisory Services
Texas
$4.34M -$36.1K -220 -0.8%
IWN
447
Independent Wealth Network
Iowa
$4.34M +$20.7K +126 +0.5%
PRC
448
Pearl River Capital
Michigan
$4.32M +$2.08M +12,669 +93%
MFG
449
Monte Financial Group
Connecticut
$4.24M +$97.3K +593 +2%
ANBT
450
American National Bank & Trust
Texas
$4.23M -$4.27K -26 -0.1%