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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 %
WWM
1051
Windsor Wealth Management
Indiana
$764K +$533 +3 +0.1%
5L
1052
55I LLC
Massachusetts
$763K +$400K +2,437 +110%
CSB
1053
City State Bank
Iowa
$756K +$10K +61 +1%
BS
1054
Bessemer Securities
New York
$755K
WFS
1055
Widmann Financial Services
Maryland
$753K +$13.1K +80 +2%
GIA
1056
Gladstone Institutional Advisory
Florida
$753K +$119K +724 +19%
AWA
1057
Arete Wealth Advisors
Illinois
$752K +$217K +1,325 +41%
WEG
1058
World Equity Group
Illinois
$750K -$129K -789 -15%
SWA
1059
Sutton Wealth Advisors
Florida
$747K +$52.2K +318 +8%
CIAS
1060
Capital Investment Advisory Services
North Carolina
$747K -$35.9K -219 -5%
OIA
1061
Optimum Investment Advisors
Illinois
$742K
WC
1062
Westhampton Capital
North Carolina
$742K
TCA
1063
Transcend Capital Advisors
New Jersey
$741K +$156K +950 +27%
RMDI
1064
R.M. Davis Inc
Maine
$739K -$50.4K -307 -6%
JWA
1065
JFS Wealth Advisors
Pennsylvania
$739K +$4.59K +28 +0.6%
WMP
1066
Wealth Management Partners
Arizona
$738K
VCM
1067
Vigilant Capital Management
Maine
$738K +$4.93K +30 +0.7%
CB
1068
Cadence Bank
Mississippi
$738K +$98.5K +600 +15%
AIS
1069
AM Investment Strategies
Tennessee
$736K +$164 +1 +0%
CIA
1070
Choate Investment Advisors
Massachusetts
$734K
OWIM
1071
Old West Investment Management
California
$731K -$32.8K -200 -4%
BSA
1072
Braun Stacey Associates
New York
$730K -$379K -2,310 -34%
FFM
1073
Forum Financial Management
Illinois
$729K -$97K -591 -12%
HCA
1074
Heck Capital Advisors
Wisconsin
$729K +$6.89K +42 +1%
ACM
1075
AlphaStar Capital Management
North Carolina
$725K -$590K -3,598 -45%