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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 %
BCI
651
Brinker Capital Investments
Pennsylvania
$2.12M -$40.4K -246 -2%
SC
652
Savant Capital
Illinois
$2.12M -$18K -110 -0.8%
TCOV
653
Trust Company of Vermont
Vermont
$2.12M +$209K +1,275 +11%
AIP
654
Ameritas Investment Partners
Nebraska
$2.11M +$52K +317 +3%
RG
655
Richelieu Gestion
France
$2.11M
RB
656
Rodgers Brothers
Pennsylvania
$2.11M +$1.54M +9,400 +273%
GIA
657
Guyasuta Investment Advisors
Pennsylvania
$2.1M
SDIC
658
South Dakota Investment Council
South Dakota
$2.09M +$25.8K +157 +1%
CM
659
Capula Management
Cayman Islands
$2.09M -$9.76M -59,490 -82%
VI
660
Vestcor Inc
New Brunswick, Canada
$2.06M -$1.22M -7,437 -37%
KWM
661
Kingsview Wealth Management
Oregon
$2.06M +$126K +771 +7%
BOC
662
Barbara Oil Co
Illinois
$2.05M
ACIM
663
Azimuth Capital Investment Management
Michigan
$2.05M -$2.63K -16 -0.1%
BBA
664
BLB&B Advisors
Pennsylvania
$2.04M
JPMIA
665
J.P. Marvel Investment Advisors
Massachusetts
$2.04M
AssetMark Inc
666
AssetMark Inc
California
$2.03M +$332K +2,023 +20%
CA
667
Cambridge Advisors
Nebraska
$2.02M +$26.9K +164 +1%
PAS
668
Park Avenue Securities
New York
$2.01M -$34K -207 -2%
Verition Fund Management
669
Verition Fund Management
Connecticut
$2.01M -$1.86M -11,361 -48%
LBC
670
Lowe Brockenbrough & Co
Virginia
$2M -$492 -3 -0%
NWM
671
NEIRG Wealth Management
Massachusetts
$1.99M -$138K -840 -6%
MCCP
672
Mission Creek Capital Partners
California
$1.98M -$18.5K -113 -0.9%
LIM
673
Leavell Investment Management
Alabama
$1.97M +$6.23K +38 +0.3%
GIM
674
Goelzer Investment Management
Indiana
$1.96M -$47.1K -287 -2%
BHC
675
Bowen Hanes & Co
Florida
$1.96M