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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 %
MCC
476
Money Concepts Capital
Florida
$3.7M +$1.79M +10,898 +93%
VPIM
477
Vanguard Personalized Indexing Management
California
$3.69M +$271K +1,651 +8%
NB
478
NBT Bank
New York
$3.66M +$10.5K +64 +0.3%
WS
479
Wedbush Securities
California
$3.66M -$15.9K -97 -0.4%
NCM
480
Narwhal Capital Management
Georgia
$3.65M +$2.14M +13,012 +141%
GA
481
Gateway Advisory
New Jersey
$3.65M +$511K +3,116 +16%
TF
482
TIAA FSB
Florida
$3.65M -$8.37M -51,025 -70%
MIAN
483
Mariner Independent Advisor Network
Kansas
$3.63M -$25.6K -156 -0.7%
TC
484
TownSquare Capital
Utah
$3.63M +$231K +1,407 +7%
V
485
Veritable
Delaware
$3.62M -$128K -781 -3%
VI
486
Versor Investments
New York
$3.6M +$427K +2,600 +13%
MC
487
Moors & Cabot
Massachusetts
$3.58M -$208K -1,267 -5%
ACM
488
Alpha Capital Management
Texas
$3.58M +$202K +1,230 +6%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$3.57M +$999K +6,087 +39%
KC
490
Knuff & Co
California
$3.53M -$3.12K -19 -0.1%
PI
491
Putnam Investments
Massachusetts
$3.52M +$584K +3,559 +20%
NRS
492
Neville Rodie & Shaw
New York
$3.47M -$441K -2,690 -11%
HCMT
493
Highland Capital Management (Tennessee)
Tennessee
$3.47M -$4.92K -30 -0.1%
SC
494
Searle & Co
Connecticut
$3.46M
PFP
495
Pinnacle Financial Partners
Tennessee
$3.45M -$2.53M -15,396 -42%
PCA
496
Pallas Capital Advisors
Massachusetts
$3.45M +$103K +470 +3%
CB
497
Community Bank
New York
$3.43M +$34.5K +210 +1%
NIM
498
Northeast Investment Management
Massachusetts
$3.41M +$87.3K +532 +3%
FA
499
Faithward Advisors
Pennsylvania
$3.39M +$252K +1,535 +8%
TCM
500
Twin Capital Management
Pennsylvania
$3.38M -$36.6K -223 -1%