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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 %
CCA
951
Cobblestone Capital Advisors
New York
$989K -$181K -1,100 -15%
UBV
952
United Bank (Virginia)
Virginia
$989K +$140K +850 +16%
PWM
953
Palumbo Wealth Management
New York
$980K +$24.9K +152 +3%
FNBSF
954
First National Bank Sioux Falls
South Dakota
$979K
DT
955
Diversified Trust
Tennessee
$977K -$486K -2,962 -33%
IHL
956
Investment House LLC
California
$975K +$199K +1,212 +26%
TA
957
TKG Advisors
Indiana
$972K +$22.5K +137 +2%
AWA
958
Arkadios Wealth Advisors
Georgia
$970K +$118K +720 +14%
BMC
959
Beaton Management Company
Massachusetts
$969K
CFG
960
Citizens Financial Group
Rhode Island
$968K +$1.8K +11 +0.2%
GL
961
Graypoint LLC
New York
$966K -$28.4K -173 -3%
SIG
962
Stonegate Investment Group
Alabama
$964K +$984 +6 +0.1%
BFM
963
Boothbay Fund Management
New York
$963K +$562K +3,427 +140%
SAM
964
Sequent Asset Management
Texas
$961K
TNA
965
True North Advisors
Texas
$959K
WP
966
WMS Partners
Maryland
$957K +$20.3K +124 +2%
HTC
967
Haverford Trust Company
Pennsylvania
$953K -$35.9K -219 -4%
RWP
968
RWA Wealth Partners
Massachusetts
$950K +$230K +1,403 +32%
FAM
969
Flaharty Asset Management
Florida
$949K
CFA
970
Cahill Financial Advisors
Minnesota
$948K -$32.2K -196 -3%
DPIM
971
Duff & Phelps Investment Management
Illinois
$948K
RA
972
Rational Advisors
New York
$946K +$63.7K +388 +7%
NP
973
NorthRock Partners
Minnesota
$941K -$51.5K -314 -5%
DMBA
974
Deseret Mutual Benefit Administrators
Utah
$935K -$183K -1,115 -16%
CAM
975
Cozad Asset Management
Illinois
$934K +$62.4K +380 +7%