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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 %
HFM
476
Hartford Financial Management
Connecticut
$5.54M -$229K -954 -4%
MFG
477
Monte Financial Group
Connecticut
$5.48M -$703K -2,934 -11%
CBTWT
478
Community Bank & Trust (Waco, Texas)
Texas
$5.45M -$22K -92 -0.4%
VWM
479
Valley Wealth Managers
New Jersey
$5.45M -$514K -2,145 -9%
CHC
480
City Holding Co
West Virginia
$5.41M -$92.2K -385 -2%
TF
481
TIAA FSB
Florida
$5.4M +$80.3K +335 +2%
CNBTD
482
Citizens National Bank Trust Department
Mississippi
$5.38M -$114K -475 -2%
TRCT
483
Tower Research Capital (TRC)
New York
$5.35M -$13.6M -56,661 -72%
WS
484
Wedbush Securities
California
$5.34M +$5.27K +22 +0.1%
NB
485
NBT Bank
New York
$5.33M -$11.5K -48 -0.2%
NA
486
NewEdge Advisors
Louisiana
$5.32M +$296K +3,219 +6%
BOH
487
Bank of Hawaii
Hawaii
$5.31M -$214K -893 -4%
MWM
488
Meridian Wealth Management
Kentucky
$5.31M -$268K -1,118 -5%
HCMT
489
Highland Capital Management (Tennessee)
Tennessee
$5.3M +$235K +980 +5%
API
490
Advisor Partners II
California
$5.29M +$545K +2,274 +11%
RJT
491
Raymond James Trust
Florida
$5.26M +$638K +2,662 +14%
VAS
492
Vestmark Advisory Solutions
Massachusetts
$5.25M +$45.5K +190 +0.9%
BIAS
493
Beacon Investment Advisory Services
New Jersey
$5.23M +$1.21M +5,046 +30%
AWE
494
Avidian Wealth Enterprises
Texas
$5.22M +$1.46M +6,082 +39%
CFD
495
Creative Financial Designs
Indiana
$5.22M -$784K -3,272 -13%
CM
496
Churchill Management
California
$5.2M -$3.82M -15,931 -42%
VFM
497
Viking Fund Management
North Dakota
$5.15M -$1.92M -8,000 -27%
MC
498
Moors & Cabot
Massachusetts
$5.15M -$83.4K -348 -2%
KC
499
Knuff & Co
California
$5.15M
EA
500
Ellsworth Advisors
Ohio
$5.14M +$5.06K +20 +0.1%