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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 %
KJHP
1026
K.J. Harrison & Partners
Ontario, Canada
$820K -$164K -1,000 -17%
EWM
1027
Empirical Wealth Management
Washington
$820K +$198K +1,210 +32%
GLA
1028
Good Life Advisors
Pennsylvania
$816K +$7.55K +46 +0.9%
BAMF
1029
BI Asset Management Fondsmaeglerselskab
Denmark
$813K -$425K -2,593 -34%
WIC
1030
Woodmont Investment Counsel
Tennessee
$812K +$482K +2,939 +146%
DI
1031
Diligent Investors
California
$810K +$313K +1,906 +63%
CA
1032
CoreCap Advisors
Michigan
$804K -$1.08M -6,567 -57%
DA
1033
Duality Advisers
Florida
$803K +$803K +4,897 New
KA
1034
Kovack Advisors
Florida
$801K +$5.25K +32 +0.7%
MME
1035
Meag Munich Ergo
Germany
$795K
WIS
1036
Wright Investors Service
Connecticut
$792K -$1.73M -10,528 -69%
CST
1037
Charles Schwab Trust
Nevada
$792K +$169K +1,027 +27%
EIP
1038
Epoch Investment Partners
New York
$791K -$321K -1,959 -29%
PGAM
1039
Princeton Global Asset Management
New Jersey
$790K -$22.2K -135 -3%
FCA
1040
FinTrust Capital Advisors
South Carolina
$790K -$23.5K -128 -3%
ISL
1041
Ingalls & Snyder LLC
New York
$790K -$1.64K -10 -0.2%
DAM
1042
Diamant Asset Management
Connecticut
$789K -$339K -2,068 -30%
GC
1043
Garde Capital
Washington
$789K
FPCG
1044
Fort Pitt Capital Group
Pennsylvania
$786K -$310K -1,891 -28%
VF
1045
Virtu Financial
New York
$783K -$9.44M -57,559 -92%
FTC
1046
Farmers Trust Company
Ohio
$778K
TW
1047
Transform Wealth
Colorado
$776K -$5.46M -33,263 -88%
SC
1048
SouthState Corp
Florida
$776K +$176K +1,076 +29%
EIA
1049
Eldridge Investment Advisors
New Hampshire
$773K
ACG
1050
Allen Capital Group
Nebraska
$767K -$16.7K -102 -2%