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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 %
LWM
426
Lyell Wealth Management
California
$6.82M +$1.92M +8,028 +39%
AAS
427
Avantax Advisory Services
Texas
$6.8M +$455K +1,901 +7%
EI
428
Ethic Inc
New York
$6.77M +$3.32M +13,845 +96%
CCM
429
Consolidated Capital Management
California
$6.74M -$405K -1,689 -6%
WF
430
Welch & Forbes
Massachusetts
$6.7M -$14.6K -61 -0.2%
MMA
431
Miracle Mile Advisors
California
$6.69M +$184K +768 +3%
IWM
432
Integris Wealth Management
California
$6.66M +$6.66M +27,808 New
ST
433
Spinnaker Trust
Maine
$6.64M
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$6.6M +$5.75K +24 +0.1%
PFP
435
Pinnacle Financial Partners
Tennessee
$6.54M +$1.51M +6,290 +30%
OHIS
436
Oak Harvest Investment Services
Texas
$6.45M -$2.19M -9,123 -25%
SOS
437
Silver Oak Securities
Tennessee
$6.45M +$993K +4,147 +18%
BCM
438
Barometer Capital Management
Ontario, Canada
$6.43M +$6.43M +26,961 New
SFM
439
Signet Financial Management
New Jersey
$6.39M -$21.8K -91 -0.3%
UIC
440
Uniplan Investment Counsel
Wisconsin
$6.39M -$161K -671 -2%
AC
441
Addenda Capital
Quebec, Canada
$6.37M -$82.6K -345 -1%
SIC
442
Sigma Investment Counselors
Michigan
$6.35M -$233K -974 -4%
LCM
443
Logan Capital Management
Pennsylvania
$6.34M +$3.13M +13,085 +98%
IWN
444
Independent Wealth Network
Iowa
$6.33M -$10.8K -45 -0.2%
FPGT
445
Financial Partners Group (Tennessee)
Tennessee
$6.3M +$6.3M +26,296 New
KPWS
446
Kestra Private Wealth Services
Texas
$6.25M -$764K -3,189 -11%
FFBTD
447
First Financial Bank - Trust Division
Ohio
$6.25M -$795K -3,319 -11%
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$6.23M -$164K -684 -3%
LA
449
LBP AM
France
$6.22M +$6.22M +25,961 New
MCC
450
Money Concepts Capital
Florida
$6.22M +$809K +3,379 +15%