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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 %
ADL
526
Asset Dedication LLC
California
$4.71M +$199K +833 +4%
BC
527
Burney Company
Virginia
$4.71M -$2.02M -8,438 -30%
ACM
528
Argyle Capital Management
Pennsylvania
$4.7M -$15.1K -63 -0.3%
AC
529
Allstate Corporation
Illinois
$4.69M +$69K +288 +1%
AIM
530
Allstate Investment Management
Illinois
$4.69M +$4.69M +19,591 New
RG
531
Retirement Group
California
$4.69M -$134K -561 -3%
BCCM
532
Bridge Creek Capital Management
Massachusetts
$4.69M -$56.8K -237 -1%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$4.68M -$187K -779 -4%
KJWM
534
Kiley Juergens Wealth Management
Washington
$4.67M -$94.1K -393 -2%
CAG
535
Crestwood Advisors Group
Massachusetts
$4.64M -$5.27K -22 -0.1%
CTA
536
Colonial Trust Advisors
South Carolina
$4.64M +$36.2K +151 +0.8%
PI
537
Putnam Investments
Massachusetts
$4.62M -$523K -2,185 -10%
BFG
538
Bleakley Financial Group
New Jersey
$4.61M +$4.61M +19,263 New
BSW
539
Buckingham Strategic Wealth
Missouri
$4.6M +$280K +1,168 +6%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$4.58M -$168K -700 -4%
MC
541
Mathes Company
New York
$4.54M -$10K -40 -0.2%
SL
542
Summitry LLC
California
$4.53M +$1.92K +8 +0%
KRSITF
543
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.53M
SBL
544
Sargent Bickham Lagudis
Colorado
$4.52M -$278K -1,160 -6%
RIM
545
Reliant Investment Management
Tennessee
$4.52M -$208K -870 -4%
IIM
546
Ipswich Investment Management
Massachusetts
$4.51M -$117K -488 -3%
FMC
547
First Merchants Corp
Indiana
$4.48M +$194K +810 +5%
AIM
548
Achmea Investment Management
Netherlands
$4.48M +$161K +716 +4%
HI
549
Horizon Investments
North Carolina
$4.45M +$2.66M +11,148 +149%
BOTW
550
Bank of the West
California
$4.43M -$240 -1 -0%