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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 %
GC
1001
Gilbert & Cook
Iowa
$884K +$10.5K +49 +1%
GPA
1002
Garrison Point Advisors
California
$881K
SFG
1003
SevenBridge Financial Group
Pennsylvania
$877K +$73.7K +449 +9%
CFGS
1004
Concourse Financial Group Securities
Alabama
$876K -$12.3K -75 -1%
WFM
1005
Wolff Financial Management
Michigan
$875K -$4.59K -28 -0.5%
AW
1006
Alaethes Wealth
Nevada
$869K +$46.1K +281 +6%
SCM
1007
SOL Capital Management
Maryland
$867K
IFWM
1008
Institute for Wealth Management
Colorado
$866K -$1.15K -7 -0.1%
GIP
1009
Granite Investment Partners
California
$866K +$292K +1,777 +51%
CBT
1010
CoreFirst Bank & Trust
Kansas
$863K +$11.3K +69 +1%
SIA
1011
Schechter Investment Advisors
Michigan
$861K -$204K -1,242 -19%
PA
1012
PSI Advisors
Florida
$859K -$8.53K -52 -1%
FFA
1013
First Foundation Advisors
California
$858K +$16.7K +102 +2%
SIMG
1014
Sonora Investment Management Group
Arizona
$857K
BP
1015
Ballentine Partners
Massachusetts
$850K +$116K +707 +16%
HPC
1016
HM Payson & Co
Maine
$849K -$13.6K -83 -2%
WR
1017
WD Rutherford
Oregon
$848K -$15.6K -95 -2%
SFP
1018
Shepherd Financial Partners
Massachusetts
$843K -$391K -2,383 -32%
HCM
1019
Howland Capital Management
Massachusetts
$841K -$29K -177 -3%
ACM
1020
Ariose Capital Management
Hong Kong
$837K +$837K +5,100 New
LTI
1021
Laffer Tengler Investments
Tennessee
$833K +$17.9K +109 +2%
FMAEN1
1022
Fund Management at Engine No 1
California
$833K -$2.47M -15,043 -75%
PFBT
1023
Parkside Financial Bank & Trust
Missouri
$829K -$14.9K -91 -2%
WFA
1024
Wipfli Financial Advisors
Wisconsin
$829K +$829K +5,050 New
GJIC
1025
Gamble Jones Investment Counsel
California
$823K -$24.6K -150 -3%