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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 %
CAG
526
Crestwood Advisors Group
Massachusetts
$3.18M -$1.81K -11 -0.1%
IIM
527
Ipswich Investment Management
Massachusetts
$3.17M -$176K -1,070 -5%
ET
528
Equitable Trust
Tennessee
$3.17M -$131K -800 -4%
Fidelity International
529
Fidelity International
Bermuda
$3.17M +$464K +2,829 +17%
AC
530
Allstate Corporation
Illinois
$3.17M +$17.9K +109 +0.6%
RJT
531
Raymond James Trust
Florida
$3.17M +$436K +2,658 +16%
AIM
532
Achmea Investment Management
Netherlands
$3.15M -$1.02M -6,239 -25%
CTA
533
Colonial Trust Advisors
South Carolina
$3.15M +$36.8K +224 +1%
ADL
534
Asset Dedication LLC
California
$3.11M +$3.11M +18,894 New
FLI
535
Family Legacy Inc
South Carolina
$3.1M -$33.1K -202 -1%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.1M +$114K +696 +4%
SL
537
Summitry LLC
California
$3.1M +$288K +1,754 +10%
ACM
538
AlphaCrest Capital Management
New York
$3.09M -$2.92M -17,788 -49%
Los Angeles Capital Management
539
Los Angeles Capital Management
California
$3.08M +$940K +5,731 +44%
BTI
540
Blue Trust Inc
Georgia
$3.05M +$34.5K +193 +1%
BOTW
541
Bank of the West
California
$3.03M +$148K +901 +5%
PFS
542
Physicians Financial Services
North Carolina
$3M -$24.4K -149 -0.8%
MC
543
Mathes Company
New York
$2.98M -$57.4K -350 -2%
AAS
544
Ameritas Advisory Services
Nebraska
$2.98M -$87K -530 -3%
MPI
545
Mairs & Power Inc
Minnesota
$2.97M +$1.77M +10,800 +148%
BSW
546
Buckingham Strategic Wealth
Missouri
$2.96M -$29K -177 -1%
SCM
547
Stonebridge Capital Management
California
$2.96M -$43.3K -264 -1%
PI
548
PGGM Investments
Netherlands
$2.95M +$2.95M +18,005 New
BFIM
549
Beese Fulmer Investment Management
Ohio
$2.95M -$62.7K -382 -2%
MIM
550
Montgomery Investment Management
Maryland
$2.94M -$10.7K -65 -0.4%