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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 %
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$1.69M +$58.9K +359 +4%
CG
727
Cutler Group
California
$1.67M +$1.5M +9,130 +867%
FCA
728
FLC Capital Advisors
California
$1.67M
WWM
729
Western Wealth Management
Colorado
$1.66M +$123K +695 +8%
E
730
Ergoteles
New York
$1.66M +$1.66M +10,110 New
BDWCC
731
B&D White Capital Company
Texas
$1.66M +$1.13M +6,900 +216%
HI
732
Hudock Inc
Pennsylvania
$1.65M +$67.4K +411 +4%
ATC
733
Adirondack Trust Company
New York
$1.65M +$90.5K +552 +6%
WIM
734
WealthPlan Investment Management
Nebraska
$1.65M +$1.65M +7,197 New
H
735
HoyleCohen
California
$1.64M +$492 +3 +0%
MCM
736
Mill Capital Management
North Carolina
$1.64M
SLI
737
Sumitomo Life Insurance
Japan
$1.63M -$196K -1,193 -11%
MCAI
738
Members Capital Advisors Inc
Wisconsin
$1.62M
SC
739
Slow Capital
California
$1.62M -$16.4K -100 -1%
EFS
740
Econ Financial Services
Pennsylvania
$1.62M +$1.62M +9,854 New
CA
741
Cumberland Advisors
Florida
$1.62M
TBA
742
Tower Bridge Advisors
Pennsylvania
$1.61M
ACI
743
Alpha Cubed Investments
California
$1.6M -$212K -1,292 -12%
OPA
744
Old Port Advisors
Maine
$1.6M -$12.7K -71 -0.8%
AAMU
745
AEGON Asset Management (UK)
United Kingdom
$1.6M -$99.1K -604 -6%
PTC
746
Private Trust Company
Ohio
$1.6M +$158K +963 +11%
HIC
747
Holderness Investments Company
North Carolina
$1.6M -$11.3K -69 -0.7%
1SB
748
1ST Source Bank
Indiana
$1.59M +$11.8K +72 +0.7%
PAM
749
Palisade Asset Management
Minnesota
$1.59M +$16.4K +100 +1%
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$1.59M +$79.9K +487 +5%