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 %
EIM
576
Essex Investment Management
Massachusetts
$4.03M -$802K -3,348 -17%
MAM
577
Marketfield Asset Management
New York
$4.01M
AC
578
Abbrea Capital
California
$3.98M +$3.35K +14 +0.1%
PCA
579
Pallas Capital Advisors
Massachusetts
$3.98M +$52.2K +209 +1%
CNC
580
Canandaigua National Corp
New York
$3.97M -$13.7K -57 -0.3%
PAG
581
Private Advisor Group
New Jersey
$3.95M +$51.6K +966 +1%
ET
582
Equitable Trust
Tennessee
$3.94M -$684K -2,855 -15%
TW
583
Transform Wealth
Colorado
$3.94M +$2.81M +11,728 +248%
Two Sigma Investments
584
Two Sigma Investments
New York
$3.92M -$109M -456,160 -97%
B
585
Bailard
California
$3.92M +$143K +596 +4%
PI
586
PineBridge Investments
New York
$3.91M -$13.9M -57,891 -78%
NMIMC
587
Northwestern Mutual Investment Management Company
Wisconsin
$3.91M -$790K -3,297 -17%
PCIA
588
Prime Capital Investment Advisors
Kansas
$3.89M +$1.68M +7,028 +76%
CG
589
Cutler Group
California
$3.89M +$1.45M +6,042 +59%
MCC
590
Malaga Cove Capital
California
$3.87M -$38.6K -161 -1%
SG
591
Stonnington Group
California
$3.82M +$852K +3,401 +29%
GIM
592
Goelzer Investment Management
Indiana
$3.82M +$954K +3,983 +33%
SAM
593
Silvercrest Asset Management
New York
$3.81M -$139K -580 -4%
SFI
594
Siemens Fonds Invest
Germany
$3.79M -$279K -1,166 -7%
LSAG
595
Lake Street Advisors Group
New Hampshire
$3.79M +$53.2K +222 +1%
CFO
596
Callan Family Office
Pennsylvania
$3.78M +$3.78M +15,752 New
AWP
597
Ascent Wealth Partners
New York
$3.78M +$439K +1,835 +13%
HZ
598
Hixon Zuercher
Ohio
$3.77M +$8.62K +36 +0.2%
NSIM
599
North Star Investment Management
Illinois
$3.74M +$5.27K +22 +0.1%
PC
600
Permanens Capital
New York
$3.74M -$484K -2,020 -11%