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 %
V
451
Veritable
Delaware
$6.21M +$928K +3,872 +18%
BCV
452
Banque Cantonale Vaudoise
Switzerland
$6.19M -$1.58M -6,590 -20%
CGH
453
Crossmark Global Holdings
Texas
$6.16M +$111K +465 +2%
NIC
454
Northwest Investment Counselors
Oregon
$6.12M +$48.6K +203 +0.8%
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$6.08M +$63.4K +489 +1%
KOCAA
456
Knights of Columbus Asset Advisors
Connecticut
$6.06M -$975K -4,071 -14%
AWAG
457
ARS Wealth Advisors Group
Florida
$6.03M -$461K -1,925 -7%
AMIM
458
Aull & Monroe Investment Management
Alabama
$6.02M -$79.1K -330 -1%
PI
459
PGGM Investments
Netherlands
$6.01M +$1.69M +7,070 +39%
AAF
460
Andra AP-fonden
Sweden
$5.99M -$1.61M -6,700 -21%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$5.97M -$12.2K -51 -0.2%
NMERB
462
New Mexico Educational Retirement Board
New Mexico
$5.94M -$599K -2,500 -9%
WB
463
WesBanco Bank
West Virginia
$5.83M +$3.64M +15,190 +166%
BRA
464
Biechele Royce Advisors
Indiana
$5.82M -$101K -420 -2%
SPC
465
Sigma Planning Corp
Michigan
$5.81M -$1.78M -7,433 -23%
ANBT
466
American National Bank & Trust
Texas
$5.8M -$377K -1,573 -6%
SC
467
Savant Capital
Illinois
$5.78M +$2.81M +12,251 +95%
BRWA
468
B. Riley Wealth Advisors
Florida
$5.77M -$57K -238 -1%
FC
469
Fusion Capital
South Carolina
$5.76M +$111K +463 +2%
IMPI
470
Ilmarinen Mutual Pension Insurance
Finland
$5.75M -$21.6M -90,000 -79%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$5.7M +$97.7K +408 +2%
P
472
Paradiem
Louisiana
$5.67M -$6.23K -26 -0.1%
SCP
473
Sandhill Capital Partners
New York
$5.65M -$70.2K -293 -1%
TC
474
TownSquare Capital
Utah
$5.63M +$336K +1,404 +6%
PWP
475
Principle Wealth Partners
Connecticut
$5.61M -$258K -1,075 -4%