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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 %
PP
451
Prudential plc
United Kingdom
$4.21M +$124K +758 +3%
AMIM
452
Aull & Monroe Investment Management
Alabama
$4.18M
NIC
453
Northwest Investment Counselors
Oregon
$4.16M -$50.2K -306 -1%
CGH
454
Crossmark Global Holdings
Texas
$4.15M -$229K -1,393 -5%
CFD
455
Creative Financial Designs
Indiana
$4.11M +$29.2K +178 +0.7%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$4.1M +$175K +1,069 +4%
VWM
457
Valley Wealth Managers
New Jersey
$4.09M +$324K +1,975 +9%
BRA
458
Biechele Royce Advisors
Indiana
$4.06M +$77.6K +473 +2%
GRP
459
Global Retirement Partners
California
$4.06M +$123K +570 +3%
FTA
460
Financial & Tax Architects
Missouri
$4.02M +$434K +2,648 +12%
BRWA
461
B. Riley Wealth Advisors
Florida
$3.99M -$159K -966 -4%
HFM
462
Hartford Financial Management
Connecticut
$3.95M -$26.4K -161 -0.7%
SSA
463
Schonfeld Strategic Advisors
New York
$3.94M -$4.26M -25,965 -52%
SCP
464
Sandhill Capital Partners
New York
$3.92M +$139K +849 +4%
AWM
465
Aries Wealth Management
Maine
$3.9M -$15.6K -72 -0.4%
P
466
Paradiem
Louisiana
$3.89M +$251K +1,528 +7%
FC
467
Fusion Capital
South Carolina
$3.87M +$84.3K +514 +2%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$3.84M +$72.2K +440 +2%
MWM
469
Meridian Wealth Management
Kentucky
$3.82M -$19.4K -118 -0.5%
BPC
470
Banque Pictet & Cie
Switzerland
$3.8M +$1.07M +6,551 +39%
DZ Bank
471
DZ Bank
Germany
$3.79M -$3.14M -19,151 -45%
BOH
472
Bank of Hawaii
Hawaii
$3.78M +$44.6K +272 +1%
CHC
473
City Holding Co
West Virginia
$3.77M -$198K -1,205 -5%
CNBTD
474
Citizens National Bank Trust Department
Mississippi
$3.76M -$32.8K -200 -0.9%
CBTWT
475
Community Bank & Trust (Waco, Texas)
Texas
$3.75M +$33.5K +204 +0.9%